Prokeep Eclipse SMS Integration Setup Instructions

Set up the Eclipse Order Notification Trigger integration, built by Epicor, in just a few steps.

Before Getting Started:

•  All Prokeep accounts must be Prokeep Plus to utilize the Messaging API. 

• Ensure your account is enabled for the “Prokeep SMS” trigger by working with your Epicor Eclipse representative.

• Compatibility requires Eclipse version 22.1 (May 2022) or later, with Solar Eclipse APIs activated. Once enabled, you’re ready to configure the integration.

Getting Started

In Prokeep: 

1. Navigate to Settings > API > Generate Application. 
2. Name the application “Eclipse Order Notifications” or something similar.  
3. Click “Generate Credentials.” 
4. Store the Credentials somewhere you can access them later like a notepad. 
5. Click “Confirm”

In Eclipse:  

1. Verify you are on the updated version of the May 2022 release or later.  

`2. If you’ve not done so already, work with your Epicor rep to enable the Prokeep SMS Trigger on your account. 

3. Navigate to System> System Programming > Add On Products> API Maintenance> API  Configurations. Select “Prokeep Service”. Click on the “Global Settings” Tab.  
4. Input your Prokeep URL into the “URL” field under “Connection Settings”. For example https://testcompany.prokeep.com

5. Copy and paste the credentials from Prokeep to the Username and Password fields in Global  Settings.  

6. Click Create Trigger Activity

7. Under Branch Settings, set up the numbers that each branch will be texting from. You can ask your CSM for a list of Group Phone Numbers if you need clarification on which groups use which numbers.  

8. Now that the trigger is enabled, you can set up Prokeep messages for any Activity  Triggers in Eclipse by selecting “Prokeep SMS” when configuring the trigger.  

 

9. Once the trigger is set, you can customize the message by clicking SMS. If you would like  Eclipse to send the message to the number tied to the order contact, Select Auto in the “To”  field.  

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Examples: 

Here is an example of what the message looks like from each side of the conversation. 

Contractor View:

Prokeep User View: 

Note: 

• Outbound text messages sent programmatically via our API will be billed on a monthly basis, at $0.01 per SMS and $0.03 per MMS. Customers with API usage are required to provide an electronic payment method to account for monthly API messaging payments.
• All messages related to orders will be appended with the Order ID to provide context to the contact. 
• The integration uses the shipping branch by default but can be modified to use the pricing branch. 
• An error will occur if a contact does not have a valid mobile number on their contact record.
• Most of our customers are using the following triggers: 
  • Order Confirmation
  • Order out for Deliver
  • Order Ready for Pick Up