The following steps will help you set up OfficeR&D and eZeep integration.
- Navigate to the ‘Settings’ tab, click ‘Integrations’ and look for eZeep.
- Click 'Activate' and then ‘Connect.' You need to use an administrator eZeep account when you are connecting the integration otherwise it might not function properly! Here is what the authentication dialog looks like
After you 'Connect' eZeep to OfficeR&D the following window will pop up
- There are two features of the integration that can be enabled/disabled
a) Allow OfficeR&D to manage eZeep users - All active members will be automatically added to eZeep. All members that are no longer active will be automatically removed from eZeep. As eZeep charges per user, this feature will ensure you are paying only for the people that are actually using printing services.
b) Allow OfficeR&D to automatically charge for printing - Every time someone prints a copy, a one-off fee will be added to their OfficeR&D account. This feature will enable members to be charged at the end of the month so they don't have to pre-pay for printing.
This feature needs 2 corresponding Billing Plans with interval length set to Once - one to be used when creating fees for Black&White copies and one to be used when creating fees for Color copies. Make sure to match the plans to the 'B&W Copies' and 'Color Copies' fields displayed in the dialog above.
Usually, B&W and Color copies are charged differently so make sure you reflect that fact in the pricing when creating the aforementioned plans.
NOTE: If your members are already in ezeep at the time you are enabling the integration then members in OfficeR&D and users in ezeep will be matched by email. This way if an user already exists in ezeep, it won't get re-added but rather the integration will correctly relate it and know to which OfficeR&D member account to send fees as well as if it needs to remove an ezeep user once the member goes inactive.