Purpose

The purpose of this article is to outline the Tech2Success (T2S) integration for Parlevel services. 
 

Considerations

Please be aware of the following:

• Verify that existing OCS setup is complete in Parlevel before starting Tech2Success integration. Incomplete OCS configuration will block product and user data sync. If you’re unsure, check with your Parlevel representative or Customer Success contact.
   
• Once testing is complete and approved, the Customer Success team will enable the integration. End-users and Operators do not activate T2S directly. Activation occurs after verification of OCS readiness and contract processing through Parlevel’s finance and CS teams.
  
   

Process

1. Ensure OCS is configured in Parlevel: 
   1. Before beginning integration with Tech2Success, confirm that the OCS module in Parlevel is fully set up. 
      This includes creating accounts, locations, stations, equipment, and assigning products and contacts.
   2. For assistance setting up OCS, your first point of contact will be your Customer Success Rep
   3. Supporting documentation can be found via the Help Center in the OCS (Office Coffee Service) Section.
       
2. Submit Your Onboarding Request:
   1. Provide your business name, logo, and Parlevel API credentials to the Tech2Success team. 
      (Support Email: support@tech2success.com | Support Phone: 240-548-3242)
       
3. Storefront Configuration:
   1. The Tech2Success team will configure your branded storefront and sync product, price, and user data.
       
4. Site Testing & Validation:
   1. Ensure logins, product catalogs, and pricing data display correctly before approval.
       
5. Go Live:
   1. Integration activation is performed by the Customer Success (CS) team once your site is approved.
   2. Support remains available post-launch for troubleshooting and guidance.
       

How Contacts Work with Tech2Success

Parlevel sends Tech2Success a list of contacts for each OCS location. These contacts are used to create and update storefront user accounts. Tech2Success is controlled at the location level. If a location’s T2S Integration is disabled, that location and its contacts are not sent to Tech2Success. 

When a location’s T2S Integration is enabled, each contact at that location has a Tech2Success setting:

• Enabled – contact is sent to Tech2Success and can be set up as a storefront user.
• Disabled – contact is not sent to Tech2Success.

Defaults for new contacts:

• Primary contact – Tech2Success defaults to Enabled.
• Additional contacts – Tech2Success defaults to Disabled.

For a contact to sync to Tech2Success, the location’s T2S Integration must be enabled and the contact’s Tech2Success setting must be Enabled.
 

FAQ

Do I need OCS setup before using Tech2Success?
Yes. OCS configuration in Parlevel must be completed before the integration can work.

Where can I find the OCS setup instructions?
Your CS representative can help. Or here is the OCS Setup Guide.
 
Who activates the integration?
The Customer Success (CS) team enables the integration after your setup is ready.
 
Can T2S begin storefront setup before activation?
Yes. T2S often starts storefront work in parallel with your onboarding checklist.
 
How long does setup take after approval?
Typically a few business days, depending on customer readiness.
 
What should I test before go-live?
Logins, product visibility, pricing, stock, and order flow.
 
Who performs final validation?
Tech2Success performs final validation and confirms launch readiness.
 
Who do I contact for storefront issues?
Tech2Success is the primary contact for all storefront issues.
 
Who handles API or sync problems?
Tech2Success handles first investigation and coordinates with Parlevel when needed.
 
Can I customize my storefront? 
Yes. You may provide your logo, brand colors, and banner image.

Which contacts sync from Parlevel to Tech2Success?
Only contacts where: the location’s T2S Integration is enabled, and the contact’s Tech2Success field is set to Enabled. 
(Contacts with Tech2Success = Disabled are never sent to Tech2Success.)

Can we prevent internal contacts from appearing in the storefront?
Yes. For any contact you do not want exposed in Tech2Success (for example, internal accounting or route contacts), set the Tech2Success field to Disabled in the Parlevel VMS location contact screen.

What happens to existing contacts after this feature is released?
All existing contacts are initialized with Tech2Success = Enabled, so that current storefront users keep working as they do today. Operators can then selectively turn Tech2Success to Disabled for any contacts they do not want to sync going forward.