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5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute1
How to Set up the Cyprexx
Integration with Pruvan
5/21/20151
5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute2
Integration Steps
1. Log into Cyprexx and get the API Token.
2. Log into your Pruvan account and go to the
Integrations page
3. Click New to create the Integration and Save
4. Import Orders
5. View and Assign the imported work orders on
the Pruvan Projects page
5/21/20152
5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute3
Step 1
5/21/20153
5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute4
Step 2
5/21/20154
1. Go to Pruvan.com and log in with the Master username or a username
that has Admin privileges and go to Integrations
2. Once on the Integrations page click the New button to create a new
integration in Pruvan
5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute5
Step 3
5/21/20155
1. Create an Integration Code up to
five letters and numbers of your
choosing. For example, CYP or
CYPRX.
2. Select Cyprexx Services
(Enhanced) from the Integration
Type dropdown. Make sure you
click the Enhanced integration
for Cyprexx
3. Enter your Cyprexx username.
This is the username you log into
your Cyprexx account with
4. Paste the copied API Token
5. Validate that the username and
API Token entered are valid. You
will receive a Success message
letting you know the information
is valid-
6. Save the integration
5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute6
Step 4
5/21/20156
1. Highlight the Cyprexx
integration that you just
saved
2. Click Edit to open up the
Edit Integration window
3. On the Edit Integration
window click the Full
Refresh button to import
your work orders
4. Watch as your orders are
imported
5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute7
Step 5
5/21/20157
1. Select Projects that you would like to
send into the field (Hold down the Ctrl
key on your keyboard to select multiple
Projects and assign them)
2. Once the Projects are selected click the
Update button to assign them
3. Select the correct sub-username from
the dropdown to assign to that user
4. As soon as the Projects

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How to Set Up the Cyprexx Integration

  • 1. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute1 How to Set up the Cyprexx Integration with Pruvan 5/21/20151
  • 2. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute2 Integration Steps 1. Log into Cyprexx and get the API Token. 2. Log into your Pruvan account and go to the Integrations page 3. Click New to create the Integration and Save 4. Import Orders 5. View and Assign the imported work orders on the Pruvan Projects page 5/21/20152
  • 3. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute3 Step 1 5/21/20153
  • 4. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute4 Step 2 5/21/20154 1. Go to Pruvan.com and log in with the Master username or a username that has Admin privileges and go to Integrations 2. Once on the Integrations page click the New button to create a new integration in Pruvan
  • 5. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute5 Step 3 5/21/20155 1. Create an Integration Code up to five letters and numbers of your choosing. For example, CYP or CYPRX. 2. Select Cyprexx Services (Enhanced) from the Integration Type dropdown. Make sure you click the Enhanced integration for Cyprexx 3. Enter your Cyprexx username. This is the username you log into your Cyprexx account with 4. Paste the copied API Token 5. Validate that the username and API Token entered are valid. You will receive a Success message letting you know the information is valid- 6. Save the integration
  • 6. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute6 Step 4 5/21/20156 1. Highlight the Cyprexx integration that you just saved 2. Click Edit to open up the Edit Integration window 3. On the Edit Integration window click the Full Refresh button to import your work orders 4. Watch as your orders are imported
  • 7. 5/21/2015Confidential Information © 2010-2013. Do not Duplicate or Distribute7 Step 5 5/21/20157 1. Select Projects that you would like to send into the field (Hold down the Ctrl key on your keyboard to select multiple Projects and assign them) 2. Once the Projects are selected click the Update button to assign them 3. Select the correct sub-username from the dropdown to assign to that user 4. As soon as the Projects