Introduction

We have some exciting features in the pipeline for this year and beyond! Our current roadmap is shown below.

Current roadmap

About this section

If you're new to Patchworks and want to find out more before you get started, take a look through this section for background information and demo videos.

In this section

Introduction

After registering for a Patchworks account, a dashboard instance is created using the provided information, with full access on a 14-day trial.

Registration steps

Introduction

Leveraging a combination of proven technologies and innovative solutions, our tech stack is curated to provide a comprehensive, flexible environment for developing, deploying, and managing our products.

Overview

Introduction

This page includes video demonstrations showing different aspects of the Patchworks platform.

What is Patchworks?

Dashboard guides

Developer hub

About this section

Having for a Patchworks account, a company profile is created for your organisation. From here you can view/update basic details for your organisation (name and contact information) and manage users.

Introduction

The Patchworks infrastructure is designed for resilience and scalability - utilising cutting-edge technologies and best practices to ensure your data flows securely, efficiently, and reliably.

Leveraging a combination of proven technologies and innovative solutions, our tech stack is curated to provide a comprehensive, flexible environment for developing, deploying, and managing our Core product.

The Patchworks platform is designed with robust security controls at every level of our , ensuring peace of mind for your organisation.

Security by design

Our core product is built using industry-standard frameworks, which are certified as part of our I and compliance. Our Information Security Management System is continuously updated and improved to meet the ever-changing threat landscape. From inception through deployment, security is a fundamental part of our development lifecycle.

Introduction

SOC 2 (Service Organisation Control Type 2) is a cybersecurity framework that assesses how well a service organisation protects client data.

Purpose

Developed by the American Institute of Certified Public Accountants (AICPA), the purpose of SOC 2 is to:

• Ensure that client data is handled securely by third-party service providers

• Build trust between a company and its customers

• Demonstrate a company's maturity in handling customer data

The SOC 2 report

The SOC 2 report evaluates controls against the Trust Services Criteria, focusing on controls in five categories:

The Patchworks SOC 2 report is available upon request.

Security

Information and systems are protected against unauthorised access/disclosure, and damage to the system that could compromise availability, confidentiality, integrity and privacy. Protections include:

• Firewalls

• Intrusion detection

• Multi-factor authentication

Availability

Systems, tools, and processes are in place to ensure systems are available for operational use. These include:

• Performance monitoring

• Disaster recovery

• Incident handling

Confidentiality

Systems, tools, and processes are in place to ensure information is protected and available on a legitimate, need-to-know basis (applies to various types of sensitive information). These include:

• Encryption

• Access controls

• Firewalls

Processing integrity

Resources, tools and processes are in place to ensure system processing is complete, valid, accurate, timely and authorised. These include

• Quality assurance

• Process monitoring

• Adherence to principle

Privacy

Systems, tools, and processes are in place to ensure personal information is collected, used, retained, disclosed and disposed of according to policy (privacy applies only to personal information). These include:

• Access control

• Multi-factor authentication

• Encryption

Introduction

Having registered from a Patchworks account, a company profile is added for the company that you registered. You'll need to access this profile to update company details or to view/manage users. Follow the steps below to access your company profile.

The steps

Step 1 Log into the Patchworks dashboard. and select settings from the bottom of the left-hand navigation bar.

Step 2 Select my company profile:

...the manage profile page is displayed with general details at the top, and extra information in the lower pane:

From here you can:

• Update general details, including company name, website, telephone and email address

• View associated with this company profile

Introduction

Having registered for a Patchworks account and logged into the dashboard, you're all set to start syncing data between your business-critical systems. There are two ways to approach this:

If you registered for a Patchworks account before July 2023, you'll be familiar with using to sync data between systems. Process flows include all the functionality of services and much more. You can continue to use services but if you'd like to try process flows, please contact your Customer Success Manager, or reach out to [email protected]. If you registered for a Patchworks account after July 2023, you will be using process flows automatically.

Process flows

Process flows are a new, incredibly powerful tool that you can use to define smart, flexible flows to exchange data between connector . Process flows are built by dragging and dropping onto a , and then configuring those shapes to work in the way you need. Please take a look at our to get your bearings, and then navigate to the section of this documentation for more detailed information.

Services

If you are an existing customer, you'll be familiar with the concept of using services to exchange data between two system connectors. If you're not ready to make the switch to , that's OK - please see the section of this documentation for information that's relevant to your way of working.

In this section

​

Introduction

This page details Patchworks IPs that should be whitelisted if required (typically if you are experiencing connection issues and your systems are behind a firewall).

IPs to be whitelisted

K8s Cluster 1

K8s Cluster 2

Introduction

With customers worldwide relying on Patchworks to sync data between numerous systems, we understand just how vital data security and integrity are throughout our operations. Patchworks is committed to implementing and promoting Information Security best practices at every level of our organisation.

Following rigorous audits by an accredited certification body, we are delighted to see this reflected in our certification for compliance with ISO/IEC 27001:2022.

ISO/IEC 27001:2022 @ Patchworks

is the most recent update of the international standard for managing information security.

Published by the , it provides a framework for establishing, implementing, maintaining, and continuously improving an Information Security Management System (ISMS). This defines how Patchworks manages security in a holistic, comprehensive manner.

To confirm our certification, scan the QR code above, or check the link below!

Introduction

Flexible auto-scaling is a significant advantage for Patchworks users - it means you don't pay for a predetermined capacity that might only be required during peak periods, such as Black Friday.

Our flexible, auto-scaling architecture gives peace of mind by allowing you to start on your preferred plan, with the ability to exceed soft limits as needed. If you require more resources, you can transition to a higher tier seamlessly, or manage overages with ease.

Auto-scaling adjusts computing resources dynamically, based on demand - ensuring efficient, cost-effective resource management that's always aligned with real-time demand. The auto-scaling process breaks down into four stages:

Introduction

You can work with the Patchworks dashboard in your preferred language, using the language switcher in the top information bar - for example:

When you switch languages, the dashboard fields, labels, buttons, and options are translated.

Introduction

Patchworks is an Integration Platform as a Service (iPaaS).

Our secure, multi-language, cloud-based platform automates the flow of data between your company’s business-critical systems/applications in a smart, intuitive way.

In today's market, businesses can pick and mix from best-of-breed applications to tackle specific goals...perhaps an eCommerce application for sales order processing; an ERP system for records management; a warehouse management system to maintain inventory and a CRM for relationship management and marketing.

On their own, these applications fulfil their requirements perfectly. However, the key to real strategic advantage is integration - establishing a frictionless exchange of data between all of your applications, smartly.

Video explainer

Watch our two-minute explainer video for Patchworks!

Your centralised systems hub

Historically, many businesses have gone down the API route to integrate systems, building and maintaining direct APIs in-house. This can be a costly exercise, carrying an administrative burden and a potential drain on resources (assuming you have the resources in the first place).

In contrast, Patchworks provides a cost-efficient way to streamline your operations via one centralised platform - your integrations hub, if you will. Using our intuitive , you can add, manage and orchestrate your integrations with complete peace of mind when it comes to security and scalability.

Self-serve integrations with process flows

Patchworks is a powerful no-code/low-code platform with everything you need to add and manage your integrations.

We know that integration requirements are often highly complex and a real challenge for customers, but we don't think the solution should be. A huge amount of thought has gone into making our no-code/low-code dashboard as smart and user-friendly as possible.

Using click-and-drop with automated and an impressive library of prebuilt (in the ) and blueprints (from the ), you can create powerful data flows in a matter of minutes. You can adjust default field mappings and transformations as needed, trigger syncs, watch syncs run in real-time, view historical data, and troubleshoot issues - all without a single line of code.

Virtual environments

Virtual environments are a great way for enterprise organisations to manage large-scale sync requirements with minimal process flows and no replication of effort.

A is a collection of overrides (known as ) that can be applied when a 'master' process flow runs, so the specific requirements for each environment can be met without needing to duplicate flows.

Connector builder

With Patchworks, you can configure and connect any of our prebuilt in .

But what if we don't have a prebuilt for an application that you need to sync? Perhaps you have a bespoke, in-house system, or maybe you need to integrate an application that's completely outside of the eCommerce arena. No problem - the Patchworks is your new best friend!

If you have technical knowledge of APIs and working with data structures, you can use the to integrate any application with REST or SOAP APIs.

Developer hub

Speaking of technical expertise...

'Out of the box', Patchworks includes everything you need to manipulate and then exchange data securely between different third-party applications, securely and intuitively. However, for users with in-house development expertise and more complex requirements, advanced tools are available that you can use to take your integrations to the next level:

• Use the to build against Patchworks from third-party systems and interact with your Patchworks process flows or services.

• can be used at the field level (to build highly complex transformations for mapping individual fields) and at the payload level, so you can manipulate an entire payload before it is sent to the next step in your process flow.

Certifications

Patchworks is proud to be a member of the , and certified for .

Password requirements

When setting a password for simple sign-in, the following rules apply:

• A minimum length of 8 characters

• At least 1 lowercase letter (a-z)

• At least 1 uppercase letter (A-Z)

• At least 1 number (0 - 9)

• At least 1 special character (!, $, #, or %)

Password expiry

Patchworks passwords do not expire.

If you are logged into the dashboard, you can change your password by selecting the change password option associated with your avatar (in the top right-hand corner of the dashboard). For further information, please see: .

Users with an can .

Password storage

Patchworks passwords are stored in an encrypted AWS database.

Password control

Passwords can never be viewed or accessed by users, irrespective of their role.

Managing passwords for other users

Users associated with an can trigger a password reset for any users in their company profile, via the Patchworks dashboard. For more information, please see our page.

Forgotten passwords

If you sign in to the Patchworks dashboard with an email address and password, you can at any time, from the Patchworks sign-in page:

Selecting this option displays a reset password page - enter your email address to trigger a password reset email:

The password reset email includes a link which allows you to reset your password.

Google sign-in passwords

If you sign into Patchworks with your Google account, you won't have a password for Patchworks.

However, if a password reset is triggered for a Google sign-In user, a password reset email IS triggered and can be used to set a Patchworks password.

This does not affect your Google sign-in, it just means you can choose to log in via Google OR by entering your email address and Patchworks password.

External access

External access via the Patchworks API is granted via API tokens. For further information, please see our .

Introduction

Two-factor authentication (2FA) is a subset of multifactor authentication (MFA). It typically uses a one-time time-based passcode (TOTP) to add an extra layer of security to the user’s account.

How it works - technical

Introduction

Existing users can access their company profile and view all associated user accounts. If you are a user with an , you can also access options to create and manage user accounts.

Introduction

If you are a multi-company profile user with , you can view all 'native' user accounts for that company - i.e. accounts for users at that company.

Introduction

The Patchworks marketplace is your one-stop shop for a range of pre-built resources that you can install to streamline your dashboard integrations:

Here you can browse and install:

Introduction

If you need to 'un-link' a managed company from your profile, please contact your Patchworks Partner Manager.

What next?

Introduction

Having built resources that you want to share, they can be uploaded to your private marketplace. You can upload a package of resources as a blueprint, or individual components (connectors, process flows, scripts, and cross-reference lookups.

Pages in this section

Introduction

If you manage multiple company profiles, it's likely that you will need to share process flows and associated resources between them.

You can do this by creating your own blueprint, which can then be installed in any child companies that you manage. For more information, please refer to .

Introduction

There are two possible paths for new clients to get up and running with Patchworks:

• Custom integrations, with help from the Patchworks team

• Self-serve integrations, via the Patchworks dashboard

If yours is a custom integration, you're in safe hands! Our teams will work with you to gather requirements and implement a tailor-made solution to meet your exact needs. However, with the launch of the new Patchworks dashboard, self-serve onboarding is now possible.

In this guide, we summarise the key steps required to get up and running, with links to relevant articles to help you complete each one.

Where to start?

Key steps from initial registration through to putting process flows live are summarised in the illustration below:

Step 1: Registration

To register your company for a Patchworks account so you can access the Patchworks dashboard, use our registration link below:

You can register with a Google sign-in, or with a username and password. For details, please see: .

Step 2: Company setup

If your company is standalone and you don't need to manage other (linked) companies, you won't need to complete any further company setup.

If your company DOES need to manage other companies in Patchworks and the is enabled for your account, you can .

Step 3: User setup

Having registered for a Patchworks account, a user account is created with the credentials you provided. By default, this is an admin account.

As an admin user, you can choose to create additional user accounts so other members of your team can access the Patchworks dashboard. When you create a user account, you can choose whether that person will have admin privileges (so they can create and manage process flows in Patchworks), or simple user permissions, (so they largely have view-only access). For details, please see .

Step 4: Flow setup

With your Patchworks company profile in place and users created, you're ready to start creating process flows. There are two approaches for this - , or .

Auto setup via blueprints

A includes everything you need to sync data between two systems - i.e. , , , , . Having purchased and installed a blueprint from the (following installation instructions provided) - process flows are then ready to test and subsequently put live.

Manual setup

Here, you add/install/build all required resources - i.e. , , , , , and any other resources needed to perform given tasks. Note that the Patchworks marketplace includes a library of connectors, process flows, scripts and cross-reference lookups that you can install and use as-is, or edit to meet specific requirements. If we don't have a prebuilt for an application you need to sync and you have some technical expertise in-house, you can use the to build your own.

Step 5: Day-to-day-management

Once a process flow is activated, it runs automatically as per any defined settings. if required, you can also choose to , with instant feedback and real-time logging.

As a process flow runs, you can see real-time progress from the , with detailed logs generated throughout the run. can also be viewed retrospectively, so you always have full oversight of what's happened with your data.

Introduction

If your team needs to manage multiple companies and each of these companies has its own Patchworks dashboard and its own setup, how do you manage these efficiently?

This is achieved by adding required 'child' companies and then linking these to your own profile. When this is done, yours becomes a multi-company profile and your team members (with an appropriate Patchworks role) can be granted access to manage linked companies. This allows them to 'switch into' a company that they manage and perform required tasks.

In this section

Related information

Introduction

The most typical use case for a private blueprint is if you manage multiple company profiles and need to share a collection of process flows between them.

Having built and tested the required process flows in the 'parent' company, you can add them to a blueprint. When a process flow is added to a blueprint, all associated resources are included - i.e. connectors, scripts, caches, cross-reference lookups, and data pools.

Having built and published a blueprint, it is added to your private marketplace, where it can be installed by any 'child' companies.

If you need to update an existing blueprint, you can make the required changes and publish a new version. Depending how you need to work, this update can be , or you can .

More information

Introduction

When you install blueprints or process flows from the marketplace, the installation 'job' is added to a queue for completion. When the job is completed, a notification is added to your notification centre. The number of unread notifications is shown on the notification centre icon - from here you can view messages, navigate to associated resources (where applicable), or clear notifications.

Accessing your notifications

The notifications icon is always available from the information bar at the top of the Patchworks dashboard, showing the number of unread notifications. Click this icon to view all pending notifications:

Accessing resources from notifications

Some notifications are clickable and can be used to navigate directly to the installed resource. For example, clicking the link for a process flow navigates to that process flow in edit mode, so you can complete any required:

Clearing notifications

To clear all notifications in the list, use the 'trash' icon at the very top - for example:

To clear a single notification, use the 'delete' icon associated with that entry - for example:

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can view and manage users associated with your own company profile.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are .

Step 2 In the top, left-hand corner click the arrow associated with your company name - then select your profile:

Step 3 Move down to the extra section, where all users for your multi-company profile are displayed:

Step 4 From here you can select any user's name to access and manage their profile.

If you are a multi-company profile user with permission to manage another linked company, you can view and manage user accounts that are directly associated with a company that you manage. These are sometimes referred to as 'native' company users. You can:

• View native company users for a linked company

• Create a new native user for a linked company

• Assign new user roles for an existing native company user

About this section

This section includes guidance for administrators to add and manage user accounts via your company profile. It also includes guidance for all users wishing to access and manage their own user details, together with general information about passwords, roles and permissions.

In this section

Introduction

Having created and saved a cross-reference lookup, you can upload it to the cross-reference lookups section of your private marketplace. This guide walks through the steps needed to achieve this.

The steps

Step 1 Login to the Patchworks dashboard and ensure you're switched to the correct company profile.

Step 2 From the left-hand navigation menu, select the cross-reference lookups option - all of your cross-reference lookups are listed.

Step 3 Click the name of the lookup that you want to upload, to access details, then click the upload button:

Step 4 The upload is queued for processing and will be completed as soon as possible.

Introduction

The scripts page includes a range of prebuilt custom scripts. These scripts perform a range of functions that you may find useful when building process flows.

Having installed a custom script it can be used in your process flows immediately, via the script shape.

Browsing scripts

Having selected the scripts option from the marketplace, you can browse and prebuilt scripts:

Scripts are displayed over a series of pages, which you can step through using page numbers at the bottom of the marketplace. Each item is displayed with a name, description and an option.

Related information

For all information about working with custom scripts, please see our section.

Introduction

Your private marketplace can be accessed via the main Patchworks marketplace - it's simply a case of toggling between 'public' and 'private'.

The steps

Introduction

Patchworks blueprints

A Patchworks blueprint contains everything you need to perform a specific task - for example, to sync orders between Shopify and Virtualstock Supplier.

You can browse and purchase blueprints from the . Having purchased a blueprint, it is added to your company profile and becomes available in the .

For more information, please refer to .

Private blueprints

A private blueprint blueprint is a blueprint that you build and publish to your . The most typical use case for a private blueprint is if you manage and need to share a collection of process flows between them.

For more information, please refer to .

Introduction

If you are a user with an administrator or manager role, you can trigger a password reset email for other users in your company.

When this is done, a reset email is sent to the email address for the user, containing a reset link. Password reset links are valid for 24 hours. After this, another password reset must be triggered so a new link is emailed.

The steps

Step 1 .

Step 2 Move down to the extra section - you'll see a [company] users tab showing all existing user accounts. At a glance you can see each user's name, email address and role - click the name of the user requiring a password reset:

Step 3 Click the reset password button at the top of the page:

Step 4 The user will receive an email from Patchworks which includes a link to change their password.

Introduction

You can trigger a password reset email for another team member in your organisation, from your own company profile.

The steps

Step 1 that you want to update and .

Step 2 Click the name of the user that requires a password reset:

Step 3 Click the password reset option at the top of the page:

Step 4 This user will receive a Patchworks email containing instructions to reset their own password.

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can see who else in your team also manages that company.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials.

Step 2 that you want to review.

Step 3 Click the arrow associated with the company name and select the [company] profile option - for example:

Step 4 Move down to the extra section and select the team members with access tab:

Step 5 All team members are displayed and you can see which users have permission to manage the current company, and which do not:

For information about granting and revoking access to the current company please see our guide.

Introduction

If your Patchworks user account is associated with a multi-company profile and you have been granted permission to manage a linked company, you are a team member with access.

As such you can perform the following tasks for other team members (i.e. other users associated with your agency/partner profile):

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can remove a 'native' user from their company profile.

The steps

Step 1 .

Step 2 Move down to the extra section and select the [company] users tab - here you will find all 'native' user accounts associated with this company - i.e. users who are directly associated with this company profile and can log into the Patchworks dashboard with their own credentials:

Step 3 Click the name of the user account that you want to remove:

Step 4 Click the 'delete' icon at the top of the page:

...and then confirm this action:

Introduction

If your Patchworks account is associated with an admin role, you can add a message to be displayed as a dashboard banner. All users associated with your company profile will see this banner when they access the dashboard:

Message text is added and managed via your company profile page.

Need to know

• Only admin role users can add/manage message text.

• Banner text persists until the message is removed from your company profile.

Adding a banner message

Step 1 Log into the Patchworks dashboard and .

Step 2 In the top general section, add required message text to the banner field:

Step 3 Save changes. Your banner is displayed immediately.

Managing an existing banner

• To amend the text displayed in a current banner, simply change the banner field text as needed and save changes. The banner updates as soon your updates are saved.

• To remove a banner, clear all text from the banner field and save changes. The banner is cleared as soon as this change is saved.

Introduction

Each time a blueprint is updated and published, a new version is created. Over time, you may wish to remove older versions, particularly if the number of versions is approaching the maximum of ten.

Need to know

• Deleting a blueprint version does not affect any existing installations of that version.

• When a blueprint version is deleted, existing version numbers are unchanged, and the deleted version number is never reused.

• You cannot delete the active version; in this scenario, you would need to first.

The steps

Introduction

When a , assigning them a role is part of the initial account creation process. If you are a user with an , you can change the role(s) for an existing user account - the following rules apply:

Introduction

If you are a multi-company profile user with , you can add new team members to your own company profile. Once a user is added you can (if required) go on to .

Introduction

Having , , and a process flow, you can upload it to the process flows section of your private marketplace. This guide walks through the steps needed to achieve this.

Introduction

The cross-reference lookups page includes a range of prebuilt cross-reference lookup tables. These perform a range of conversions which you can apply via a .

Introduction

Having , you can upload it to the scripts section of your private marketplace. This guide walks through the steps needed to achieve this.

Introduction

When a , assigning them a role is part of the initial account creation process. Steps detailed on this page can be followed if you need change the role(s) for an existing team member.

If you are a multi-company profile user with an administrator or manager role, you can change the role associated with other lesser-role team members. The following rules apply:

Introduction

The connectors page allows you to browse, and all prebuilt connectors - these are 'standard' connectors that Patchworks builds and maintains.

When you install a connector, it is added to - from here you can (authenticated with your credentials for that system) and then start working with these as .

Introduction

Having built a custom connector (or edited a Patchworks connector to work in a different way), you can upload it to the connectors section of your private marketplace. This guide walks through the steps needed to achieve this.

Introduction

Company insights can help you understand how your process flows are performing, and your resource usage.

With the ability to view details for all process flows that run in a given month, and drill down to the performance of individual shapes, this is a powerful tool to help you identify any areas that could be optimised to ensure maximum efficiency.

Introduction

There are two ways to access your company insights page:

Introduction

If you are a multi-company profile user with , you can assign different user roles for existing 'native' user accounts associated with that company.

Introduction

If your user account is associated with a , you can remove other team member accounts from your company profile.

Introduction

If a blueprint is no longer required, you can remove it entirely. Deleting a blueprint (as opposed to ) means that it's no longer displayed in your private marketplace - and therefore no longer available for your managed/'child' companies to install.

Need to know

Introduction

If you are a user with an , you can update general details for any existing user accounts associated with your company profile.

The steps

Introduction

In Patchworks, an operation is counted whenever a request is made to send or receive a payload to/from an endpoint or query.

Crucially, we're not concerned with the number of items in the payload - we simply count the number of times a process flow requests to send or receive a payload. This might happen in several ways:

Considerations for your operations count

The number of payloads that a process flow sends or receives correlates with the number of operations logged. In the most straightforward case, you might create a process flow that always receives a single, unpaginated payload from one system and then sends a single, unpaginated payload to another system - this would be an operations count of 2.

However, as the complexity of process flows increases, so does the possibility that the number of payloads can increase during a process flow run. The most likely ways that this can happen are:

Paginated data. If you receive paginated data, you receive 1 payload for each page of data - so each page represents 1 receive operation. In short, an initial data pull can result in multiple receive operations. And if you receive multiple pages, it follows that multiple pages continue through the flow - which means (potentially) multiple pages will be sent into your destination system, resulting in multiple send operations.

Flow control. The shape is typically used to batch an incoming payload into multiple, smaller payloads for onward processing. So, even if you start by receiving 1 payload, it's likely that you will be sending multiple payloads at the end of the flow.

Examples

The examples below show the impact that these scenarios can have on operation counts:

Introduction

When you choose to switch into a managed company you will see a managed companies list which shows all companies that are linked to your profile.

However, if your user account has not been granted explicit access to manage companies, the 'switch' option won't be available for you to use. In this case, you can access the managed companies list via Patchworks settings, as shown below.

Need to know

• The fact that a company is does not necessarily mean that you or anyone else in your team has the ability to manage it. Linked companies can only be managed by users in your team who have been .

• Your Patchworks account must have the in order to view linked companies for your organisation.

The steps

Step 1 Log in to the Patchworks dashboard using your own Patchworks credentials and ensure that you are .

Step 2 Click the settings option at the bottom of the left-hand navigation bar:

Step 3 Select the managed companies option:

Step 4 All linked companies for your organisation are shown:

Introduction

If you are a multi-company profile user with permission to manage another linked company (i.e. your own user account is associated with a manager or administrator role and you have been granted permission to manage the company in question), you can grant and revoke permission for other team members to manage the same company.

The steps

Step 1 Log into the Patchworks dashboard using your own Patchworks credentials and ensure that you are .

Step 2

Step 3 Click the name of the user that you want to update:

Step 4 Move down to the extra panel and click the managed companies tab:

All companies that are linked to yours for management are listed:

Step 5 The next step depends on the action that you wish to take:

Step 6 Save the company profile.

Introduction

Versioning is important at different stages in the lifecycle of a private blueprint. This page summarises key details to keep in mind as you build and manage your blueprints in the Patchworks marketplace.

Version 1

When a new blueprint is built, a draft version is created as soon as general details (name, labels, etc.) are saved. If you exit from the manifest without publishing, you'll find this draft in the unpublished blueprints section of your private marketplace. For example:

When you publish this version, it becomes version 1. By default, this becomes the version. For more information, please refer to .

The active version

The active version of a blueprint is the version to be used whenever someone chooses to . When a blueprint is created, the initial version becomes active by default. For example:

When are available, you can . Only one version can be active at any time.

Version 2 onwards

To update an existing blueprint, you start by opening a new draft. Having made your updates and published this draft, a new version is created with an incremented version number.

Is there a limit on the number of versions that can be published?

Yes. The maximum number of versions for any blueprint is 10. If you reach this limit and attempt to publish another version, you are prompted to confirm that the oldest version can be removed. For example:

If you would prefer to remove a different version to make way for the one, select cancel and then before trying the publish operation again.

What if the oldest version is also the active version?

If the oldest version is also the active version, it can't be deleted automatically. In this case, you'll see an error message when attempting to publish a new version - for example:

You will need to before trying the publish operation again.

Are version numbers affected by deleting blueprint versions?

No. When a blueprint version is deleted, the associated version number is never reused, and any remaining version numbers are unchanged.

Introduction

If you are a multi-company profile user with permission to manage another linked company, you can trigger a password reset email for users associated with a company that you manage.

When this is done, a reset email is sent to the email address for the user, containing a reset link. Password reset links are valid for 24 hours. After this, another password reset must be triggered so a new link is emailed.

The steps

Step 1 .

Step 2 Move down to the extra section and select the [company] users tab - here you will find all 'native' user accounts associated with this company - i.e. users who are directly associated with this company profile and can log into the Patchworks dashboard with their own credentials:

Step 3 Click the name of the user that requires a password reset:

Step 4 Move down to the extra section and select the [company] users tab - here you will find all users who are directly associated with this company profile (and can log into the Patchworks dashboard with their own credentials):

Step 5 Click the name of the user account that you want to access:

Step 6 Click the reset password button at the top of the page:

Step 7 The user will receive an email from Patchworks which includes a link to change their password.

Introduction

As a multi-company profile user with appropriate access to manage a linked company, you will encounter two different types of user when you switch into that company:

• Native company users. These users are directly associated with the linked company. They can log into their Patchworks dashboard with their own credentials.

• Team members with access. These users are directly associated with your company - they have (or can be given) .

Criteria for accessing linked company users

The following criteria must be met for someone to access and manage linked company users. You must be:

• A user AND

• Your multi-company profile is . AND

• Your user account has a . AND

• You have been

What next?

If you meet this criteria then you can and:

Related information

Introduction

There are two approaches for rolling out blueprint updates to child company profiles that you manage:

• Bulk updates (force). If you manage blueprint installations on behalf of your child companies, you can use the installs page to roll out an update (forcibly) to selected companies.

• . As the blueprint owner, you can make updates available, but the child company decides when to accept/apply them. This ensures that updates are applied at a convenient time, maintains transparency, and avoids unexpected changes to live integrations.

Pages in this section

Introduction

The active version of a blueprint is the version to be used whenever someone chooses to install this blueprint from your private marketplace. By default, the initial version of a blueprint becomes active when a blueprint is created. For example:

Each time you publish an update for an existing blueprint, a new version is generated. At this point, you can choose which version should be active.

Need to know

When an is set to active, two things happen:

• This becomes the version used when someone chooses to .

• An update available indicator is added to this blueprint in the private marketplace for any 'child' company profiles where it's installed. You can apply these updates in a or .

The steps

Blueprint

A Patchworks blueprint contains everything you need to perform a specific task - for example, to sync orders from TikTok Shop to Shopify; to sync customers from Shopify to HubSpot, etc.

Introduction

With a PingOne SSO implementation, users log into the Patchworks dashboard from PingOne. Your PingOne administrator determines who has access to Patchworks and these users will see a Patchworks app in their PingOne dashboard.

Selecting this app directs the authenticated user to the Patchworks dashboard, where they are logged in directly. PingOne users never see or require a password to access the Patchworks dashboard.

Introduction

With an Okta SSO implementation, users log into the Patchworks dashboard from Okta. Your Okta administrator determines who has access to Patchworks and these users will see a Patchworks app in their Okta dashboard - for example:

Selecting this app directs the authenticated user to the Patchworks dashboard, where they are logged in directly. Okta users never see or require a password to access the Patchworks dashboard.

Introduction

With an Azure AD / Entra SSO integration, users log into the Patchworks dashboard from Azure AD / Entra. Your Azure AD / Entra administrator determines who has access to Patchworks and these users will see a Patchworks app in their Azure AD / Entra dashboard.

Selecting this app directs the authenticated user to the Patchworks dashboard, where they are logged in directly. Azure AD / Entra users never see or require a password to access the Patchworks dashboard.

Introduction

Having registered from a Patchworks account - or having been - a user account is created for you. If required, you can and:

Introduction

If you are a user with an , you can create new user accounts for your company profile. These users will be able to log into the dashboard for your company - the level of access that they have will depend on the role that you grant during the account creation process.

By default, new users are created with a user role. Provided that you have an administrator or manager role, you can change this if required - the following rules apply:

Introduction

If you are a multi-company profile user with , you can add a new 'native' user for that company.

Introduction

If you manage , it can be useful to share resources between them. With appropriate user , you can access a private marketplace for your company profile.

Any , , , or that you build can be uploaded to your private marketplace to be viewed/installed by: