Integrations

The Integrations page is where users add the systems that sync with their ERP, such as Shopify, or 1CRM, and set each one up.

At the top, Licenses shows how many seats are used in each tier. Each integration uses one seat in its tier. Use the All, Installed and Available tabs, the search bar or the tier filter to find an integration.

Adding an Integration

1. Open Integrations.
2. Find the integration and select Add.
3. Optionally, enter an environment name to tell instances apart, such as 3PL.
4. Select Install.

The integration moves to the Installed tab, and a seat is used in its tier. Select Add another to install more than one instance.

Activating an Integration

Each integration activates differently, depending on what it requires, such as signing in to the store or entering API credentials. Enter those under Manage, as shown in Configuring an Integration below. Then select Test to check the connection, and Activate to start syncing.

• To stop an integration from syncing, select Deactivate.

Configuring an Integration

On the integration’s instance, select Manage to open its Settings. The tabs and fields depend on the integration. The examples below are from 1CRM.

• Connection: the credentials Connect uses to sign in, such as the address, Client ID and Client Secret. Select Setup Instructions for where to find them.
• Sales Orders Sync: which orders are sent to the ERP, such as which order statuses to send and how many days back to look.
• Shipments Sync: what happens once an order ships, such as the status it’s set to, whether a shipping record with tracking is added, and how carriers are matched under Configure mappings.

Select Save when finished.