In this article, we will review the steps required to integrate your Ezeep account with Archie. Before starting these steps, you must have already created an account in Ezeep.
Step 1. Integrating your Ezeep account with Archie
Go to "Settings / Integrations / App marketplace"
Locate the Ezeep app and click "View Integration"
Click "Connect Ezeep account"
Enter your Ezeep credentials
Click Connect
You will be redirected back to the Ezeep integration
You are now ready to start using this app
Step 2. Setting your Ezeep account
After connecting your Ezeep account with Archie, go to the Ezeep login page and sign in with your credentials
Navigate to the Policies section
Click Create a new policy
Select the group Archie users which was created automatically after you integrated your account with Archie
Select the printers that you would like to be available in Archie
Make sure that your settings are set for Color settings = Full color & Set prices = free
Click the X button once ready
Note: This will be the only modification needed on the Ezeep portal
Step 3. Configuring your Ezeep account in Archie
Go to "Settings / Integrations / App marketplace"
Locate the Ezeep app and click "View Integration"
Go to the Configuration tab
Click the Add configuration button
Click Add customization
Select the entity that you would like to configure
Click Confirm
Click Add set of prices
Add the information desired and click confirm
Archie tip: Setting printers in the "Add printers" button is not mandatory, if you only have one location, you can leave it blank. If you have 2 or more locations you can set specific printers for each location, only the added printers will be billed for each location
Set your accounting code and taxes if needed
Click Finish
To add another customization, click the edit button and repeat the steps above
Step 4. Associating an Archie account with Ezeep
You will need to manually create a Ezeep account for your Archie accounts. To do this:
Go to the account desired
Under General, click the printing tab
Click Create Ezeep printing account
If the account is linked to a Team account, you can select if it will be billed to the individual account or to the team account
Click Confirm
Archie tip: You have the option to assign credits manually to an account in this same window. Scroll down to the "Add credits" button and set the amount desired.
Note: Ezeep accounts need be created only using these steps, do not create an account directly into the Ezeep portal.
Step 5. Working with printing credits
Similar to the process with regular credits for plans or day passes, printing credits can also be added to a plan or a day pass. The same ratio of 1 credit equals $1 applies. The process to add printing credits to plans or day passes is the same, and you will find the printing credit sessions below the regular credits section after your integration has been completed. For more information you can refer to the Working with credits article.
When the invoice is calculated, the system will compile all printing activity and determine the total payment value. If the account has available printing credits, these credits will be utilized first, and the system will only display the remaining amount to be paid if the printing credits are insufficient to cover the entire cost.