Overview
This document will cover information regarding integrating eliftruck with Softbase Evolution. Eliftruck will handle all integrations and guidance when it comes to pulling data and displaying on their site.
Requirements
Eliftruck will require the below information for the integration.
- Softbase Connect API URL
- The URL format is generally https://sbconnect.softbasesystems.com/(your company name)connect but if you are unsure of it please reach out to Softbase Support who can assist.
- Evolution User Credentials
- The user you provide credentials for must have the appropriate permissions for their assigned role applied for Eliftruck to access the needed data for the integration. The typical permissions needed for this integration are:
- Data Access > Equipment - To access the listing of Equipment
- Equipment > Equipment Setups - To get Equipment images.
Additional permissions may be required depending on how you and eliftruck choose to use the data.
- The user you provide credentials for must have the appropriate permissions for their assigned role applied for Eliftruck to access the needed data for the integration. The typical permissions needed for this integration are:
Equipment Setup
For equipment to be considered to be sent to eliftruck, the "Include in eliftruck.com Uploads" checkbox must be set on the Equipment page on the Eliftruck tab. Following that you will work directly with eliftruck on workflows and criteria around how they will pull data.
Additional data you will want to consider populating on equipment so that it is available for eliftruck is outlined below but not limited to that data.
Category: Forklift
| Field to fill out in Evolution | Reference |
| Serial # - Equipment Header | Serial Number |
| Unit # - Equipment Header | Your Stock Number |
| Model - Equipment Header | Model Number |
| Make - Equipment Header | Manufacturer |
| Branch - Equipment Header | Branch |
| Last Primary Meter Reading - Meter Tab | Hour Meter |
| ModelYear - Specs Tab | Year |
| Power - Specs Tab | Fuel |
| Upright Stages - Specs Tab | Mast Type |
| Collapsed Height - Specs Tab | Mast Height (Lowered) |
| Capacity - Specs Tab | Capacity (lbs) |
| Retail Price - Financial Tab | Price Retail |
| D/R Wholesale - Financial Tab | Price Wholesale |
| (Retail List) Comments - Comments Tab | Description on site |
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