RepairShopr

Updated October 26, 2023 12:03

One native integration that can be set up within Hudu is RepairShopr.

Before setting up your RepairShopr integration, please read over our Understanding Integrations article to learn basic concepts and useful tips.

In order to set up an integration with RepairShopr, you will need:

Access to retrieve RepairShopr API credentials.
Admin or super-admin user role within Hudu.

At any time, you can come back to your Hudu admin area >> Integrations >> RepairShopr to make changes to the integration.

Integration Features

Hudu's integration with RepairShopr allows you to sync over:

Companies.
- Create client spaces within Hudu directly from RepairShopr companies, or seamlessly merge them into existing (already-created) client spaces.
Contacts.
- Pull contact information from RepairShopr; sorted into asset layouts based on your set primary sync location.

What Hudu needs from RepairShopr

RepairShopR Domain.
API Key.

Guides

Enabling Integrations

Integrations can be enabled at any point during your Hudu environment testing and/or during production. Integrations can be merged into your existing documentation based on set rules; providing the ability to start with integration setup, or easily connect them at a later date.

To enable the RepairShopr integration:

Navigate to Hudu admin area >> Integrations.
Select RepairShopr from the list.

If you're running on a Hudu version before 2.1.5.15, you'll need to select create integration.

Obtaining the RepairShopr Information

Navigate and log in to your RepairShopr account >> More >> Admin
Click API - API Tokens >> New Token (upper-right)
Click the Custom Permissions tab and give it a Name.
Optionally enter an Expiration date.
Turn on the permissions you want to use.
Click Create API Token.
Copy the key and save it someplace secure, as you won't be able to see it within RepairShopr again.
In Hudu:
- Enter your RepairShopr domain (example: mywebsite.repairshopr.com)
- Paste the API token into the API Key field.
Save the settings.

Make sure to test the integration for a successful connection before continuing; do not continue on until you see a connection successful message display.

Start the sync. After inputting all settings and ensuring the connection was successful; start the sync to push initial data to Hudu from RepairShopr (this is required before moving on).

Matching Companies

Before your companies (and their corresponding data) from RepairShopr can be brought into Hudu, they must first be matched to companies that either already exist within your Hudu environment; OR to companies that you create now.

Hudu recommends matching one company first, for testing purposes, to ensure that your information comes over correctly.

The first time your integration connection runs successfully, it will attempt to bring in companies from RepairShopr; these are then added to the Matched Companies List of that integration.
- Navigate to your Hudu admin area >> Integrations >> and find RepairShopr from the list. Click into it.
- It should now have a button that says Match Companies.
- Go through the list of companies and either bulk create/match all OR decide to:
  - Match the company to an existing (already created) client in Hudu;
  - Create a matched client within Hudu from a RepairShopr company;
  - Leave unmatched, company (and corresponding data) will not be created/brought into Hudu.
Once you have matched your companies, you must re-run the integration import to fill in all the data for the newly matched/created companies.

Primary Sync Location

Primary sync location(s) serve as your "junk drawer" asset layout(s); storing the information that is being pulled in, but not otherwise told where to be placed.

The RepairShopr integration requires you to designate one primary sync location. This is contacts.

Navigate back to your Hudu admin area >> Integrations >> RepairShopr ((Edit Settings)).
Choose asset layouts (must be active asset layouts) from the list to designate as the primary sync location.

If you don't see/have not created any asset layouts yet, you’ll need to create these. Visit Asset Layouts for additional information!

Other Options

Select the desired additional options; these apply when these items are updated inside RepairShopr.

Save your settings and stop/start your integration sync again to reflect your changes.

FAQ

How often do integrations sync?

Answer: Native integrations will automatically re-sync (update) every 3 hours.
You can also use either the global or the card-specific re-sync features to refresh native integration syncs at any point.

Why is my integration taking a long time to finish?

Answer: If the RepairShopr sync has been loading for a significant amount of time (it can take up to 10 minutes), follow the steps below:

- Test the connection to ensure Hudu and RepairShopr are communicating correctly.
- Verify your RepairShopr credentials.
- Refresh the page (while a sync is actively running).
- Stop the sync and restart the sync.

Accidentally deleted an integration card, how do I get this back?

Answer: It should appear on subsequent re-syncs. If it is still not appearing, ensure that it has not been archived; and still exists in your sort rules.

Notes: Active integrations sync automatically every 3 hours; manual re-syncs can be performed either within an integrations’ settings page or by clicking the top right re-sync button.