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Tech2Success (T2S) - Parlevel Integration Guide
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Purpose

The purpose of this article is to outline the Tech2Success (T2S) integration for Parlevel services. 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 
    • 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.
      • For assistance setting up OCS, your first point of contact will be your Customer Success Rep
      • Supporting documentation can be found via the knowledge base in the OCS (Office Coffee Service) Section.
         
  2. Submit Your Onboarding Request:
    • 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:
    • The Tech2Success team will configure your branded storefront and sync product, price, and user data.
       
  4. Site Testing & Validation:
    • Ensure logins, product catalogs, and pricing data display correctly before approval.
       
  5. Go Live:
    • Integration activation is performed by the Customer Success (CS) team once your site is approved.
    • Support remains available post-launch for troubleshooting and guidance.
       

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.