Updated: 02/27/2024
Overview
CatalogIQ is a managed data service, we handle the setup, maintenance, and distribution of the data in our catalogs. This allows us to offer industry standardized data that is consistent, accurate and up to date. This allows manufacturers to focus on creating great products and resellers to focus on sales not catalog management.
Our App allows you to interact with our data specialists and AI to manage your product data. This user guide shows customers how to manage your account and interact with the CatalogIQ team.
Our apps are evolving quickly so check back regularly for the latest information.
If you are looking for:
New Accounts
Who Can Apply?
Currently we are working with lighting industry manufacturers and specialty distributors during our beta phases.
How do I Apply?
You can get started here, simply fill out the form and we will contact you to setup an introduction call.
How Long Does it Take to Get Started?
Invited manufacturers can have their products available within 1 week. Other accounts require review and typically take 1-2 weeks to get products into our system and ready for review.
How Many Users Can I Add?
Currently we only support 1 catalog manager to simplify our app development during this beta period and to centralize API key management. If you require additional users please contact us.
Why is my email @catalogiq ?
We are setting up accounts with our domain email to keep notifications within our system during our beta phase. We will support your domain emails in the soon.
Account Security
Upon account creation you will receive an email with a link to set your password. Please use a secure password, a password manager can generate secure passwords easily.
After you set your password you can setup 2FA (2 Factor Authorization) to secure your account and your API keys.
2FA - 2 Factor Authorization
Please enable 2FA after setting your password. This helps to secure your private API keys. Follow the instructions here to setup your 2FA.
App Installation
Our Web App is installable on any device running Chrome web browser. You can install our App on Windows, Mac, or mobile device with Chrome installed.
On Desktop click on the Install Icon in the browser bar.
On mobile devices, open catalogiq.app in Chrome and go to the settings menu and Install App or click the popup when prompted.
API Key Management
You can manage API access to your catalog by managing your API Keys.
API Keys authorize access to your product data, vendors profiles, and vendor catalogs.
Remember Best Practices when issuing API Keys.
- Only make requests server to server or from your desktop development environment.
- Only issue your keys to trusted partners.
- Be descriptive in your Key names: we recommend Partner Name, IP Address, and Domain.
- Audit your keys regularly and revoke access to expired partners.
You can manage your API keys by going to your Security Settings under your Account.
1. Go to the top right menu and select My Account then select Edit Security Settings
2. Under Developer API Keys you can issue and revoke API Keys. We currently do not yet support the Scope selection and it will default to API.
My Account Dashboard
Your "Account" dashboard provides an overview of the documents related to your account. Access your account page with the top right menu and select My Account in the front or backend.
Currently you can edit your address and phone.
The account portal currently supports the following documents.
Quotations | Quotes and estimates for services on your account. You can review, communicate, sign and pay for quotations here. |
Sales Orders | Sales orders associated with your account. They may or may not be billable. |
Invoices & Bills | Open Invoices and completed payments for sales orders. |
Projects | Manage your account tasks such as On Boarding, Product Updates and other requested updates. |
Tasks | Review and communicate with our admins on project tasks. |
Timesheets | Review the billable and non billable time spent on your project tasks. |
Manage Payment Methods
Here you can manage your saved payment methods. We do not store your credit or debit card information on our servers.
You can add and delete payment methods that can be used to pay open invoices and scheduled payments.
Discuss Dashboard
Access the backend Discuss chat channel by using the top left or right menu. In the right menu select Apps and in the left menu select Discuss to access the backend catalog manager.