1Pingen Printing and Mailing

The following documentation introduces you to the printing service that can be used for various cases inside the platform. Pingen lets you print any document inside the platform and send it to your customer. As such pingen classic integrates into the platform as printing services. Before you start with the configuration make sure that you are familiar with the printer concept by reading the Print Documentation first.

1.1Sign up for Pingen

In order to start using the Pingen printing service, make sure that you sign up for an account at Pingen first by using the Sign Up Link.

1.2Create and Configure a Pingen Printer

Once you signed up for Pingen we can start to create a Pingen printer. Go to Space > Printers to add a new printer and select the Pingen printer. This will bring you to the setup screen of the Pingen printer. Follow the instructions here and configure the printer according to your needs.

How to obtain API access credentials - Client ID and Client Secret:

  1. Login into your account. On the top left of your browser expand the menu. Navigate to Profile

  2. On the left side click on API Access.

  3. Click on Create Developer-App button, select Client Credentials type, enter unique App Name (e.g. myname-wallee-portal)

  4. Copy Client-Id and Client-Secret and store them in a secure place.

How to obtain Organisation ID:

  1. Login into your account. On the top left of your browser expand the menu. Navigate to Organisations

  2. Select your organisation or create a new one (by clicking Add new Organisation)

  3. Navigate to Organisation Administration

  4. Copy the organisation ID (it is shown below the organisation name, something like ID: a6c6e4d3-2ab6-4654-95b0-2da4a3ace0fc)

1.3Print with Pingen

Once you created the printer you can assign the printer to different connectors or dunning levels.

You can for example create a Pingen printer and use it for reminders that are in a certain dunning level and that should be sent as registered mail or via post. More information can be read under the Print Documentation and the Dunning Documentation.

1.4Verify Your Documents and fix issues

An overview about the printed documents can be viewed under Space > Printers > Print Job. Here you see the status of all documents. It can happen that there are issues with your documents because they do not fulfill the requirements to be sent and processed by Pingen. In case the status of the print job does not switch into the Successful state you have to investigate what needs to be changed on your document in order to be printed.

To do this login to your Pingen account and navigate to Letters. Here you see an overview of the printed letters.

In the Status column you can see the state of the letter. More about the Pingen statuses you can read in this link.

More information how to fix issues in a Pingen dashboard can be found in this link.

To learn more about the templates, used to render PDF documents read more here.

If a letter status is Action Required and the issue is that the address is positioned incorrectly, suggested solution would be to update the document template to fit Pingen requirements.

Figure 1. Invalid positioning of a address