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How do I Enable the JobNimbus Integration with SRS Distribution for the New Sales Experience?
A step-by-step guide on enabling the SRS Distribution integration with JobNimbus' New Sales Experience.
Enabling SRS Roofing Products
Take a look at this helpful training video!- Click on your profile picture or initials in the top right corner and select Settings from the dropdown menu.
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Within the Settings menu on the left, select Integrations, then Suppliers.
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Click Connect Account beneath the SRS option.
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Be sure you are selecting the option for SRS not SRS Legacy. The SRS Legacy option is only for use with our Legacy Financials.
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Input your Customer Code, a recent invoice number, and Invoice date.
- Select Validate.
Note: Invoice dates must be older than 2 days in order for the account validation to work.
- If you do not have an Invoice, select the blue Don't have an invoice? link shown below.
- Then, enter your Customer Code and Integration Key.
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- To find your integration key, open another tab and go to your RoofHub account.
- Then, select the More dropdown at the top of your page and click Integrations.
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- Once there, copy the Integration Key and input it into the corresponding field on your Account Validation window in JobNimbus.
- Once there, copy the Integration Key and input it into the corresponding field on your Account Validation window in JobNimbus.