Overview
Keeping track of emails or paper invoices from suppliers can be challenging and time-consuming for any business. By connecting your Ideal customer trade account, invoices, credit notes, and price books will automatically sync to your Fergus account.
⚠️ Temporary Service Notice
Ideal Electrical is currently undergoing a system migration that temporarily affects new premium integrations.
What's Working
Existing connections remain fully operational: Current users can continue using all features without interruption.
Email invoice delivery is available: Recurring invoices can still be delivered via email ingestion for all customers.
Temporary Limitations
New connections unavailable: The "Connect" button in Fergus will show a "page not found" error for new customers.
Manual pricebook process required: New customers must download pricebooks from the Ideal portal and upload them to Fergus manually
Timeline
Ideal Electrical is actively working to restore the direct connection process. We'll update this notice once the migration is complete and new account integrations are available again.
When to use it:
Connecting your Ideal customer trade account can save you time on admin and paperwork associated with supplier invoices, leaving you free to concentrate on more important things.
Getting Started
Click here to log in to your Ideal Electrical customer trade account.
Please note: To connect Ideal Electrical to Fergus, you must have an Ideal Electrical customer trade account. If you don't have one, click here.
Click "My Account" at the top right of the page and select "Downloads" from the drop-down menu.
In the downloads page, click the "Recurring request" tab:
Configuring the Connection:
To configure the connection in the "Schedule New Request" section, Fergus recommends a certain format.
Set the "Document type" to Invoice
Set the "File type" to be Fergus
Set the "Frequency" to Daily
Set the "Method" to Direct
Select "Schedule" to continue. This sends a request with all the details that were just set to get the connection started.
Follow the same procedure to sync your price books into Fergus.
Select ‘Downloads’ from the ‘My Account’ dropdown menu
Select ‘Recurring Requests’ under the Downloads header
Under ‘Document Type’ select ‘PriceFiles’
Under ‘File Type’ select ‘Fergus Format’
Under ‘Frequency’ select ‘Monthly’ (5a) & under ‘When’ select ‘Beginning of the month’ (5b)
Under ‘Date Range’ select ‘All Items’
Under ‘Please Select a method’ select ‘Direct’ in the circular checkbox
Press the ‘Schedule’ button
A message that your download request was posted successfully, and the schedule, will then appear in the list at the bottom of the page.
To complete the connection to Fergus, click the "Complete Integration" button, this will prompt you to sign in to Fergus to complete the setup and authorise the connection.
Confirming your Connection:
To confirm the connection is active in Fergus, go to Settings, open the Integration Centre on the left-hand side menu, and select Ideal.
You can also check the status of your connection by refreshing the Ideal Electrical Webshop page.
Please note: Do not use the manual file imports while the automated integration is on. This can lead to duplicate invoices being imported.
Thanks for taking the time to read our Article. If you have any questions, please get in touch via support@fergus.com