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.
Your backend dashboard is centralized around the "Discuss" module which allows you to communicate directly with admins to request updates, send files, get follow up information or other pertinent questions.
It functions my like a chat app allowing you to text, call, present and video call our support and administration team.
Chat with Admins
To chat with our team select Administrator from the "Direct Messages " in the left column and you can message us directly. From this interface we can share screens, video chat, phone call and text. You can send files but for large files please use a service such as Google Drive, Dropbox etc.
Your Inbox
Your inbox will show you all activity on your catalog done by our admins. Messages and notifications are generated by our admins and bots, the username will show you which user or AI Bot you are communicating with.
The Discuss app works great on mobile and desktop, we recommend installing our App and enabling notifications as stated above to get the most out of Discuss chats.
About IQBot
We are developing IQBot (currently disabled) that will be another way to interact with your catalog in the Discuss module as well as on all product template pages.
IQBot is powered by ChatGPT and allows for a large range of operations including individual and bulk product descriptions creation, update inventory & prices, generate lifestyle images, create new products and other operations our customers are currently using. If you have a specific request for IQBot to handle please feel free to call @IQBot in the channel or contact us.
Onboarding & Projects
You can access your Projects in the frontend under My Account and in the backend under Portal.
Under your Account Documents you can check Projects for a list of Project tasks that you can communicate with our staff on.
In the backend portal you can select the "Projects" module by clicking the menu in the top left. In the backend view you have more options for displaying and filtering your project tasks.
In the backend you can also create and manage task notes and activities.
New messages from our admins will appear in your Discuss dashboard as well.
Product Management
You can view your catalog products and variants in a list view or image card (kanban).
You can use the filters and groups at the top of the list view to find or organize your products in your view only. You can save filters for easier future use.
On each product template (Product) page you can interact with IQBot and our Admins on the right hand side (Desktop) to manage product data. You can directly communicate with our admins on each product detail page.
Once a task is accepted by our admins it will be added to your "project Tasks for easy follow-up.
You can review and manage activities (tasks) and notes created by our bots and admins.
Directory & Contacts
We are building out a directory module where you will be able to find the contact or Bot you need to interact with in the Discuss channel. The directory will be an important part of managing your catalog after we implement our Ai powered IQBot. To make recommendations for our tools or services simple mention @IQBot in a new chat!