How to connect Arka Inventory and Integration with Arka

How to connect Arka Inventory and Integration with Arka


This app integrates with Arka inventory to Create Accounts, Contacts, and Sales Order Arka.

Arka inventory is a costing & inventory management solution built on the cloud. It helps you better understand product costs, get better visibility & control over inventories, efficiently manage production, and to take the right purchase & pricing decisions Functionality Covered:
1. The app will create an Account in Arka whenever a Deal is created which has a Company associated with it.
2. The app will map the fields of Kylas Company and it will create an Account in Arka with the same values.

Prerequisites

Permissions - Any user with access to the Kylas account API key or access to Kylas Marketplace app.
(a) lead- read update
(b) deal- read update
(c) contact- read update
(d) Company- read update
(e) Product and services - read, update and read all,

Product Plans -Elevate
Activities to be completed - None

Step by Step process

Step 1: Initial Installation

a.) Click on the Install app button.
b.) Sign in to your account and proceed further.
c.) A listing page with all the required permissions would open up. Click on Allow and Install.
d.) After installation, sign up on the application and verify the email ID.



Step 2: Setup

a.) Enter the API key from the settings dashboard>> Integration>> API Key, Save it.



b.) Click on the connected account and enter the required details (Domain Name, Client ID, and Client Secret).



c.) Arka has created Kylas Market place app in their own repository, click on the view option




If the app is not already existing in the Arka account then create an app with following details 
  1. Callback URL: https://arka.integrations.kylas.io/connected-account/get-access-token
  2. OAuth scope: Access the identity URL service (id, profile, email, address, phone)
    Manage user data via APIs (api)
    Full access (full)
    Perform requests at any time (refresh_token, offline_access)
    Access Analytics REST API resources (wave_api)
  3. Keep the "Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows" checkbox unchecked
  4. Go to Policies as mentioned in the below article Salesforce invalid_grant expired access/refresh token | Integration Error Solutions (useparagon.com)
    1. Set the token expiry to "Refresh token is valid until revoked"

d.) Click on manage consumer details, it will redirect to the verification page.



e.) Enter the verification code which is sent to the registered email id.



f.) Click on the consumer key, copy it.



g.) Domain name can be found from the below steps shown in the screenshot.



h.) Search the domain name in the search bar, copy the url and paste it.

 

i.) Click on the connected account ad connect the account.




j.) Once all the details are entered, click on the save option and connected account (Id and password of sales force account is required).



k.) Click on Products>>Fetch products from Arka in Kylas.



Need to add pricing field separately in Kylas as there is no pricing field mentioned in Arka.

l.) Click on sync settings, map the field and add relevant details.

1.) Open the arka account, click on a new account and enter the relevant details (select the same field as per Arka in Kylas)



2.) Enter the relevant account details and save it.


Account Details



3.) Click on contacts in arka and add the new contact.



4.) Add the contact details in arka and select the same field in kylas.



Contact Details



Left side will fetch the fields from Kylas and the right side will fetch the details from Arka.

5.) Once the lead is converted to deal, contact or company. The new account will be created and will be shown in all accounts details.



m.) Once the quotation status is marked as closed won it will generate a sales order. 



Sales order in Arka means approved contact

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