Digitail Integration

Learn how to integrate your Digitail Practice Inventory Management System to Vetcove!

Jess Rizza, CVT avatar
Written by Jess Rizza, CVT
Updated over a week ago

Vetcove now integrates with select PIMS to help practices track and order inventory with ease, all in one location. By connecting your Digitail account to Vetcove, you will be able to:

  • Manage Lists – shop your PIMS lists directly on Vetcove

  • View Quantities – view your quantity on hand and reorder points

  • Sync Purchase Orders – purchase orders will automatically be synced

Step 1: Connecting with Digitail

To integrate your Digital account with Vetcove, visit your Digitail account and click on Administration - Integrations. Then, click on the Connect button under the Vetcove logo!

You will then be redirected to the Vetcove platform, where you need to enter your username and password. Once you confirm, you'll be redirected back to Digitail and see a success message.

Congratulations! Your Digitail account should now be connected to Vetcove!

You can now visit Vetcove to manage and utilize the integration. Just click on Shopping from the top header bar > Inventory > PIMS Integrations.

Step 2: Connect Digitail Items to Vetcove Items

Once you are successfully connected with Digitail on Vetcove, you will see the following message when visiting your PIMS Integration page:

During the next step, you will need to link your Digitail products to Vetcove items. Vetcove offers two methods for linking items: creating links per item during checkout or creating links in-bulk directly from the PIMS Integration page.

Method 1- Linking Items from Shopping Cart Steps:

  1. Head to the Shopping Cart page by clicking on the Cart icon at the top of your screen

  2. Click on “PIMS Link: None” (this indicates that the item needs to be linked to a PIMS product)

3. Search for the PIMS product and select the link button:

4. Choose the Unit of Measure you track this item by in your PIMS and then select update

5. Once your items are linked to a PIMS product, the updates will be reflected in your cart to display the PIMS product that the item is linked to:

Method 2: Linking Vetcove Items to PIMS Products within the PIMS Integration page

  1. Click on the Orders tab at the top of your screen > PIMS Integrations

  2. Select Products and filter by “Unlinked Items”

3. Search for the item and select link:

4. Select the preferred unit of measure (that you track this item by in your PIMS) and click update:

For assistance on receiving your Vetcove POs and updating counts within your PIMS, please contact your PIMS support team.

Hiding Items

If you wish to not link a specific item - you may also hide any unlinked items within you PIMS integration that you would not like to appear in your lists.

  1. Click on the Actions button, located to the right of each item

  2. Select "Hide this Item." This will hide the item from view and move it to a Hidden Items folder, located on the lefthand side of the page. This will prevent the item from showing up in your Critical Shortage Lists, as well.

From within the Hidden Items folder, you may move a hidden item back into view with the rest of your items.

  1. Click on the Action button

  2. Select "Show this item."

Step 3: Send a shopping list into Vetcove

You can send your shopping lists in Digitail directly into Vetcove! In your Digital account, click on Inventory > Products > Shopping List, then click on "Send order to Vetcove." This list will now be visible in your Vetcove account, under PIMS then Lists.

Some products might not be linked yet with Vetcove items, so you will want to be sure to link them all by clicking on Link items.

Step 4: Shop and Place Orders as Normal

You may now build your carts & place your orders directly from your Lists page. You may click on the item listing, which will then drop down in the familiar Vetcove shopping format! Simply select your preferred supplier and quantity and add the items to your cart. Proceed to checkout by clicking on the Shopping cart icon as normal.

When you place an order on Vetcove it will automatically be sent as a PO to Digitail! Your PO details will be visible in Digitail directly here immediately after placing your order. You may update it at any time if you spot any differences! Make sure you double-check and verify the item's price, batch number, and expiration date.

If the products ordered from Vetcove haven't been linked to Digitail products yet, a new product will be created! However, it might have some information missing. You can add the remaining details by editing the PO in Digitail!

Inventory Syncing

Keep in mind that your Digitail inventory will automatically be synced to Vetcove every 10 minutes; however, you may always trigger a manual sync from within your Digitail account.

To trigger a manual sync - simply head to Products within Digitail, select the product you would like to sync, and then click "Sync products with Vetcove".

Need to get in touch with Digitail's support team?

If you have questions or you encounter an issue with the integration please use the following as a guide:

Get in touch with Digitail via chat or at support@digitail.io for the following issues:

  • Connecting Vetcove with Digitail

  • Creating shopping lists

  • Receiving orders in Digitail

Get in touch with our team here at Vetcove via the Live Chat (little blue chat icon in the bottom right of your screen) if you need help with:

  • Creating a Vetcove account

  • Linking products in Vetcove

  • Connecting vendors

  • Placing orders in Vetcove

Please note that Digital also has their own help center article for this integration, which you may view here.

Need to turn off the integration?

Send us a message in our Live Chat (the little blue icon at the bottom of your screen) with your request! You'll also want to reach out to the Digitail support team directly to verify whether there are any additional steps that need to be taken on their end to verify that your connection is fully turned off.

Still have questions about setting up your Digitail integration? Feel free to click on the little blue Live Chat icon in the bottom right of your screen to speak directly with one of Vetcove's team members for immediate assistance! You're also welcome to email support@vetcove.com anytime and our team will do our best to respond as quickly as possible.

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