Setup Your Integration
Video: How to Setup Your Integration
Step 1: Complete Order
In order to reach the Pending Integrations page, you will have to complete the ordering process. The ordering process will start at the "Add Integrations" tab on the left-hand side menu bar. You can return to the Pending Integrations page by accessing it on the left navigation menu item.
Step 2: Confirm Supplier Account
In order to activate the feed with many of our suppliers you will need a reseller account with them first and in many cases your account specific information provided by the supplier to get setup. This information is usually custom feed information that will be unique to your particular account with that supplier.
We always recommend our customers to first get an approved reseller account with their supplier since you will be having a business to business relationship with them being a reseller of theirs. You will be going directly to the supplier company to place your customers' orders and you should have a great understanding of how to ship out those orders, how refunds are placed, and more. For more information on what you should ask when Reaching out to your suppliers please see the link. You can find their contact info from the "Supplier Contact & Policies" which is shown once you click on any supplier from the browser.
If you have not yet been approved or setup an account with them, depending on the supplier, we can go ahead and help you configure your integration and setup your tools. However, you will want to have an account before activating your feed.
Step 3: Connect Sales Channel
When connecting to your sales channel, the information we may require varies depending on the sales channel. For some online stores (Shopify & BigCommerce), installing our app and providing your domain is all we need. For others, we may need FTP or API details in order to connect.
Once this information is provided we will need to manually verify connection and confirm we are able to upload which can take up to 24 business hours to do so, however it typically only takes 1-4 business hours. Our business hours are Monday-Friday 9am-6pm ET.
While you are waiting on the pending sales channel connection we recommend setting up your tools in Step 4.
Step 4: Configure your Automation Tools
Before activating your feed it is extremely important to configure your automation tools to be sure your products load to your store correctly.
We recommend watching the tutorial videos and reading through the automation tool FAQs here: http://inventorysource.helpscoutdocs.com/article/91-tools-overview
Setting your pricing is very important, especially when listing on marketplaces where an accidental low list price can result in dozens of unwanted/unprofitable sales. We give you the tools to best fit your pricing strategy as best as possible.
You will want to configure your filter rules to only load the products that make sense for your store, there are some pre-configured filter settings, such as "not loading products without images", that you will want to check and confirm before as well.
All feeds have a category structure provided by the supplier, however, in many cases, customers will want to rename, group, and exclude certain categories or sub categories from their upload. You will want to be sure to configure these settings in the category mapping tool before your first upload. This is because once we upload a category to your store, you will need to manually delete it to remove the category if you decide to rename the category.
The best thing you can do once your Price, Filter, and Category tool settings have been set, is to use the " Test Price/Filter Tool" to verify how your products with be priced on your store, what categories they will appear in, and if they will even load in the first place based on your filter settings.
Step 5: Activate Your Feed
Once your sale channel connection has been confirmed (Step 3) and you have configured your tools (Step 4), you are ready to activate your feed. Our onboarding specialists will notify you via email once we have confirmed the connection and everything is ready for you to "go live".
The time it takes for the first upload to complete depends heavily on the amount of product data you are uploading and the sales channel we are uploading the products to. Depending on the size of your first product upload it can take anywhere from 1-24+ hours. Don't worry you don't need to wait around while it uploads, we will send you an email once it is complete and also update it in your dashboard.