Scanifly + Pegasus Integration Demo

Introduction

In this tutorial, you'll learn how to integrate Scanifly with the Pegasus Design Tool to streamline your project management process. This integration allows you to automatically transfer essential project data, helping you generate racking layouts and bills of materials efficiently. By following these steps, you can eliminate duplicate work and avoid inventory issues on install day, ultimately saving time and reducing errors.

Step 1: Set Up Your Scanifly Account

• Go to the Scanifly website and create an account if you haven't already.
• Log in to your account and familiarize yourself with the main dashboard features.
• Ensure that your project data is up-to-date and correctly entered in Scanifly.

Step 2: Access the Pegasus Design Tool

• Visit the Pegasus Design Tool website and create or log into your account.
• Review the interface to understand how to navigate through various features, especially the data import functions.

Step 3: Enable Integration Between Scanifly and Pegasus

• In your Scanifly account, navigate to the integrations section.
• Find the Pegasus Design Tool integration option and click to enable it.
• You may need to provide your Pegasus account credentials to link the two platforms.

Step 4: Transfer Project Data

• Once the integration is enabled, return to your project dashboard in Scanifly.
• Select the project you wish to transfer data from.
• Click on the option that allows you to export or send data to Pegasus.
• Confirm the data fields you want to include in the transfer, such as racking layout specifications and material lists.

Step 5: Verify Data in Pegasus

• After the transfer is complete, log in to your Pegasus account.
• Navigate to the section where project data is imported.
• Review the imported data for accuracy, ensuring that the racking layout and bill of materials reflect what you intended.

Step 6: Generate Racking Layout and Bill of Materials

• With the correct data in Pegasus, go to the design tools section.
• Use the imported data to create your racking layout.
• Generate the bill of materials needed for your project, ensuring you account for all components.

Conclusion

Integrating Scanifly with the Pegasus Design Tool is a powerful way to enhance your project management workflow. By setting up accounts, enabling integration, and transferring data effectively, you can streamline the process of creating racking layouts and bills of materials. This not only saves time but also reduces the risk of errors on install day. For your next project, ensure you follow these steps to take full advantage of the integration's benefits.