Arka

Inventory Management

Overview

Arka inventory is a costing & inventory management solution built on cloud. Kylas integrates with Arka inventory and allows users to Create Accounts, Contacts, and Sales Orders. Users can create an Account in Arka whenever a Deal is created which has a Company associated with it. The app will then map the fields of Kylas Company, and it will create an Account in Arka with the same values.

How Will It Work?

Installation:

  1. Click on ‘Install app’ button on the Kylas Marketplace app details page
  2. Grant the permissions needed and click ‘Allow and Install’

Signup and Sign in:

  1. After installation is done, create an account on the ‘Arka Inventory integration app’ by clicking the ‘Sign up here’ button.
  2. Verify the email account by clicking on the verification email received on your entered email id.
  3. After verification go to ‘Installed apps’ section under Kylas marketplace and click on ‘View Details’ button shown in front of Arka Inventory Integration app. 

Enter Kylas API key:

  1. After login, click on ‘API Keys’ section under the app and enter the Kylas API key. 
  2. Click ‘Save’ 

Connect Arka Account:

  1. Login to the Arka Inventory Integration app 
  2. Navigate to the ‘Connected Accounts’ section  
  3. Enter the Arka Domain URL, Client ID and Secret (Provided the the Arka team)  
  4. Click ‘Save’ button and it will enable the ‘Connect Account’ CTA at the bottom. 
  5. Click on ‘Connect Account’ – You will be redirected to the Salesforce Auth page in order to connect your account.  
  6. Enter your Login credentials and connect the account.  
  7. Navigate back to the ‘Connected Accounts’ section to view the account has been connected. 

Sync settings:

In order to create Accounts, Contacts and Sales order in Arka from Kylas, you need to map the Kylas fields with Arka fields.

 

  1. Login to Arka Inventory integration application and click ‘Sync Setting’ 
  2. Choose Account, Contact or Sales Order 
  3. You will find some fields mapped by default. 
  4. Map more fields if you want to capture additional information from Kylas 
  5. Click ‘Save’ to save the mapping. 

 

After the mappings are saved, Arka inventory integration app will get the information whenever a Deal is created in Kylas, and it will create an Account and Contact in Arka inventory.

Permissions

It requests the following permissions:

  • Contact:

    Read, Read All
  • Pipeline:

    Read, Read All
  • Quotation:

    Read, Read All
  • Search List:

    Read
  • Products-services:

    Read, Read All
  • User:

    Read, Read All
  • Deal:

    Read, Read All, Update, Update All
  • Company:

    Read, Read All
Kylas mnemonic Kylas mnemonic Kylas mnemonic