KeHE dashboard setup guide

Suppliers who sell through KeHE have access to information about their sales through the KeHE Connect portal. Crisp's data dashboards can display the data from your KeHE Connect reports to give you actionable insights. You can learn more about subscriptions to the Crisp KeHE dashboard here.

In order to set up this connection, you will need to have your KeHE Connect portal credentials on hand. Your KeHE Connect portal credentials will need to have reporter permissions in order for the connection to be successful. 

Log into KeHE Connect and confirm ESN and Brand configuration

1.  Log into your KeHE Connect account
   
   
2. Click the Reports box
   
   
3. Select the KeHE Full POD Vendor Report
   
   
4. Select the Enterprise Supplier dropdown. If only one supplier is listed in the dropdown, continue to the next step.
   If your credentials are associated with more than one supplier, please review this section for more information. 
   
   
5. Select the Brand Code dropdown. If only one brand is listed in the dropdown, continue to the next section. 
   If your credentials are associated with more than one supplier, please review this section for more information. 

Connect your Crisp account to your KeHE Connect portal with the following steps.

1. Log into your Crisp account
   
   
2. Click the 9-square grid in the top right and select Connectors from the dropdown
   
   
   
   
3. Select the KeHE connector option
   
   
   
   
4. Enter your username and password
   
   
   
   
5. Click save & test
   
   
   
   
6. Crisp will attempt to use your credentials to access the KeHE Connect portal
   
   
   
   
7. Once successful, Crisp will display a green checkmark 
   
   
   
   
8. Click the save button to finalize the connection
   
   

Next steps for users with credentials associated with multiple suppliers or brands

Today, Crisp can only pull data for one supplier and one brand associated with a single KeHE Connect username. To build dashboards for multiple suppliers and brands, you will need to create additional KeHE Connect credentials that are only associated with one supplier and brand each. Then, you can set up additional Crisp connectors using those credentials. Ultimately, each supplier and brand combination will have its own dashboard. 

1. Log into KeHE Connect
   
   
2. Click User Management
   
   
3. Click Create New User
   
   
4. Enter the ESN that you want to associate with this new user. If you only have one supplier ESN, enter that ESN. If you have more than one supplier ESN, enter the ESN with the lowest value to associate with this new user.
   
   
5. Click Create
   
   
6. Enter the email address that you want to use for this user account. We recommend using an internal email address whose inbox you can access. Also enter a first and last name as well as a title.
   
   
7. Under All ESNs, confirm that the lowest ESN supplier is selected
   
   
8. In the Groups section, select all options
   
   
9. Click Create in the bottom left
   
   
10. Log into that email address's inbox and look for the verification email sent by KeHE
    
    
11. Click the link in KeHE's email to verify your address
    
    
12. KeHE will then prompt you to create a password and security questions for this account
    
    
13. Click Submit for Approval
    
    
14. Confirm that you can log into KeHE Connect using these credentials
    
    
15. Return to this section to verify that the credentials are associated with only one ESN and brand and continue through the steps to connect these secondary credentials to Crisp as well.