Product: Transaction Manager & Integration Service

Article Link: http://help.truecommerce.com/en/articles/8912664-integration-service-do-i-need-the-integration-service

Many of the solutions provided by TrueCommerce require leveraging the Integration Service while others do not - so what's the best way to determine whether or not your company, or even a specific user within your company requires the Integration Service?

To help clarify the matter - we will need to know what exactly the Integration Service is and why it's needed. In general the Integration Service's job is to pass data from Transaction Manager to your local machine, be it a Server or a local Workstation.

If your company, or just a specific user does not need to pass that data locally - then the Integration Service isn't necessary to be installed.

In order to determine whether or not a particular user needs to have the Integration Service installed you'll just need to evaluate whether or not that particular user needs to locally pass data from Transaction Manager to a machine on your network.

Let's start with some examples of systems Transaction Manager can interact with that do not require the Integration Service as a way to help identify whether or not a user needs the Integration Service

The easiest determination is whether or not your user is interacting with a Cloud-Based Business System - platforms such as Acumatica, Microsoft Dynamics 365 Business Central, NetSuite, QuickBooks Online, and Sage X3/Intacct are all examples of cloud-based platforms that Transaction Manager can interact with directly.

These platforms are often accessed through a web-browser such as Chrome or Edge and everything is done through a URL as if it was a basic website. These platforms Transaction Manager is not attempting to send or receive data that's locally stored on your machine, and as such will not need to have the Integration Service installed.

If your integrated Business System utilizes a Cloud-Based Flat-File (hosted through an FTP) then Transaction Manager is sending/receiving the data based on a TrueCommerce hosted server that stores the files on your behalf - as such Transaction Manager can easily interact with those files within the FTP Location because the folders are apart of the TrueCommerce platform and not locally hosted.

As such your user will not need to have the Integration Service to perform Import/Exports with those files.

If your user is simply logging into Transaction Manager to view data within Transaction Manager, sending Transactions waiting in the Outbox, or performing Turnarounds within the Transaction Manager platform then the Integration Service is not required because all these actions are done using the data that's already within Transaction Manager.

If you're printing labels directly within Transaction Manager using the Web-Based Label Printing solution you will not need the integration service everything is built directly into Transaction Manager.

Let's get an idea of what type of system processes require the Integration Service in order to pass data between your local system and Transaction Manager.

If you're utilizing a locally-based (On-Premise) Business System that TrueCommerce has integrated with, such as Sage 100, SAP Business One, or QuickBooks Enterprise you'll ultimately need to pass data from Transaction Manager to that on-premise Business System.

This need to pass data from your system's database to Transaction Manager requires the Integration Service in order to pass that data.

If you have files such as XML, CSV, or TXT sitting on a user's Workstation or on a Networked Drive that needs uploaded to or sent from Transaction Manager that isn't being uploaded to an FTP then you'll need the Integration Service in order to transfer that data.

If you're not utilizing the built in TrueCommerce Label printing of Transaction Manager and instead have opted to use the On-Premise Label Utility then any user that wishes to print labels will require access to the Integration Service in order to print those labels.

If you're utilizing the TrueCommerce Shipping Module solution of Ship Import and Ship Export then Transaction Manager will need to access the files on your machine to get the shipping data.

Much like local-flat files, this requires the Integration Service so that data can be passed.

rev 2/6/2024