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Product Documentation Operations Portal Punchout Punchout Customer Creation

Punchout Customer Creation

  1. Navigate to the company that will be the parent to the Punchout customer
  2. At the top of the screen click the "More" button and choose "Add Punchout Customer"
  3. Enter your Punchout customer username/email - you can use something to help identify the customer, such as a customer code. Example: punchout-114729@yourdomain.com.
  4. Click "Add"
  5. You will be redirected to your new customer record after clicking the "Add" button in the previous step. Click on "Roles" and give your customer the "companyAdmin" role or roles you want the customer to have.
  6. Navigate to “Custom Fields” (now called developer fields) to view the settings there. Here is where you will find your “Key” that will be used to connect to the site.

Procurement System Information

Your customer’s procurement system may ask you for the following information which is included in cXML messages between our systems. In some cases you may know these, and in some cases you may not. We do not validate these values other than the Sender identity and secret key. They will likely ask you for the From, To, and Sender Domain and Identity.

Option A: Using Known Identifiers (If you know them)

FieldExampleDescription
From DomainDUNS or NetworkIDCustomer’s DUNS or Procurement system NetworkID
From Identity123456789
To DomainDUNSIf you have one
To Identity987654321Your DUNS number
Sender DomainNetworkID
Sender Identitypunchout-114729@yourdomain.comSet up in Kodaris above
Sender Shared Secretxxxx-xxxx-xxxSet up in Kodaris above
Setup Request URLhttps://[your kodaris-url]/api/user/punchOut/setuphttps://[your kodaris-url]/api/user/punchOut/setup
Order Request URLhttps://[your kodaris-url]/api/user/punchOut/orderhttps://[your kodaris-url]/api/user/punchOut/order

  Option B: Using Defaults (Recommended if identifiers are unknown)

FieldExampleDescription
From DomainNetworkID
From Identity114729Use customer code
To DomainNetworkID
To Identityyourdomain.comYour identifier*
Sender DomainNetworkID
Sender Identitypunchout-114729@yourdomain.comSet up in Kodaris above
Sender Shared Secretxxxx-xxxx-xxxSet up in Kodaris above
Setup Request URLhttps://[your kodaris-url]/api/user/punchOut/setuphttps://[your kodaris-url]/api/user/punchOut/setup
Order Request URLhttps://[your kodaris-url]/api/user/punchOut/orderhttps://[your kodaris-url]/api/user/punchOut/order

* This is a unique identifier for your company if you do not have a DUNS. You can use your name or a code for your company, but you must avoid spaces and special characters other than hyphens, underscores, and periods.

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