Integrating Plandroid with Your AAD Account in SAL
Plandroid users can now seamlessly integrate with their AAD account in SAL from Plandroid to simplify the order submission process. Follow the steps below to set up the integration and begin submitting your designs directly from Plandroid.
Step 1: Configure Email Integration in SAL
- Log in to your account in SAL
- Navigate to Account Settings
Click on your profile icon or name in the top right corner, then select Account from the dropdown menu. - Open Email Integrations
In the options section, click on Manage in Email Integrations. - Create a New Integration
Click the Add button.
Set the Type to Plandroid Email Integration.
Enter the Email Address you will be sending orders from (usually your own email address). - Click Create to complete the setup in SAL.
Step 2: Configure Plandroid
- Set the Cloud Connection Settings in Plandroid
From within Plandroid, go to the menu item:
Tools -> Options -> Costing -> Cloud Connection
Set the connection name to Email
Set the URL to
Press OK.
Step 3: Submit an Order from Plandroid
- Open Your Project in Plandroid
- Go to the Costing page
-
Press the Upload to Email toolbar button (
)
This will generate an email containing the order details.
Press Send on this email.
Step 4: Receive Confirmation and Place Order
- After sending the email
SAL will process the information and create a quote in your account. - You will receive a confirmation email once the email is processed.
- Log back into SAL when ready
Review and raise the order directly when needed.
Notes
Need help? Contact your local branch for further assistance.