Setting up the Indigo 8 extension

Omneo installs the Indigo 8 extension for your tenant. Your part is to supply the Indigo 8 account details, choose the settings below, and confirm which imports should run.

Before you start

Have these ready:

Item	Where it comes from
Indigo 8 subdomain	Indigo 8. Your system’s address is `https://[subdomain].i8system.com`, and only the subdomain is needed.
Indigo 8 API key	Indigo 8.
Which imports to run	Your brand. Contacts, products, and invoices run by default. Sales orders are available on request.
Store and fulfilment locations (optional)	Created in CX Manager. Omneo creates any location it cannot match, so this is only needed if you want to control names and details. See Location matching.

Settings

Configure the extension in CX Manager under Settings > Plugins > Indigo8:

Setting	Description
`enabled`	Turns the extension on or off for your tenant. Imports and Profile pushes stop while this is `false`.
`subdomain`	Your Indigo 8 subdomain, without `.i8system.com`.
`api_key`	Your Indigo 8 API key.
`mapping`	Optional extra field mappings, applied on top of the defaults. See Custom field mapping.

Omneo adds these settings for you when they are needed:

Setting	Description
`identity_handle`	The Identity handle that links a Profile to its Indigo 8 contact. Defaults to `indigo8`.
`exclude_email_pattern`	Contacts whose email address contains this text are not imported. For example, `@yourbrand.com` skips staff accounts.
`exclude_fulfillment_ids`	A comma-separated list of Indigo 8 fulfilment location IDs. Invoices from these locations are not imported.
`delegate_client_secret`	Needed only for delegated Profile creation. Omneo sets it.

Settings changes are not picked up instantly. Tell your Omneo contact when you change a setting so they can apply it.

Connecting the extension

Omneo installs the extension

Omneo installs the extension on your tenant, which creates the settings above with placeholder values.

Enter the Indigo 8 details

Set subdomain and api_key, and leave enabled as true.

Omneo schedules the imports

Omneo schedules the hourly import with the record types you chose. A first run over a longer date range can be arranged to backfill history.

Omneo registers the Profile webhooks

Omneo registers profile.created and profile.updated webhooks on your tenant so that Profile changes reach Indigo 8. No action is needed from you.

Choose whether to delegate Profile creation

Optional. If every new Profile should have an Indigo 8 contact from the moment it is created, ask Omneo to turn on delegated Profile creation. See Delegated Profile creation.

Test both directions

Create or edit a contact in Indigo 8 and confirm the Profile appears or changes in Omneo after the next hourly run. Then edit a Profile in Omneo and confirm the Indigo 8 contact updates.

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Setting up the Indigo 8 extension

Before you start

Settings

Connecting the extension

​Before you start

​Settings

​Connecting the extension

​Related

Before you start

Settings

Connecting the extension

Related