Getting Started - Extensiv Integration Manager Merchant Account

Getting Started - Extensiv Integration Manager Merchant Account

This page is designed for Integration Manager Merchant Account users. If you are a fulfillment center user using the Integration Manager Fulfillment Plan, please see our Getting Started - CartRover Fulfillment Account page.

About Integration Manager

What is Integration Manager and what does it do?

Integration Manager is a web-application that is pre-integrated with all of the most popular e-commerce shopping carts and marketplaces, allowing merchants to easily connect their online order sources to their Warehouse/Order Management System (WMS/OMS) or the WMS system of their 3rd-party fulfillment center for the purpose of order fulfillment.

Integration Manager is designed to be the bridge between your order sources and your warehouse. There are four steps of communication to complete the order process:


  1. Integration Manager downloads orders from each shopping cart. 

    • Download schedule can be set as frequent as every 5 minutes, or as infrequent as once per day (per cart). 

  2. Integration Manager delivers your orders to your fulfillment center, WMS, or OMS. 

    • Delivery schedule can be set as frequent as every 5 minutes, or as infrequent as once per day (per cart). 

  3. Integration Manager retrieves shipment confirmations (tracking numbers) and inventory levels from your WMS. 

    • Ship Conf schedule can be set as frequent as every 15 minutes, inventory schedule as frequent as once per hour. 

  4. Integration Manager uploads shipment confirmations (tracking numbers) and inventory levels to your shopping carts. 

    • Ship Conf schedule can be set as frequent as every 15 minutes, inventory schedule as frequent as once per hour. 



What account types does Integration Manager offer? Does it matter which I choose?

Integration Manager offers two account types:

  1. Integration Manager Fulfillment Account - designed to be managed by a 3PL fulfillment center, allowing them to connect the e-commerce order sources of each of their merchants to their WMS system.
  2. Integration Manager Merchant Account - designed to be managed by a merchant (seller of goods), allowing the merchant to connect their e-commerce order sources to their 3PL fulfillment center or their own WMS/OMS system.


Each account offers the same functionality, with the only difference being that the Fulfillment account is used to manage connections for multiple merchants, and the Merchant account is used to manage integrations for a single merchant. 


 Which systems can Integration Manager download orders FROM?

Integration Manager can download orders from any number of order sources per account. In Integration Manager these systems are called "Carts".

You can view a full list of supported carts here:  https://support.cartrover.com/portal/kb/cartrover/order-sources


Which systems can Integration Manager send orders TO?

Integration Manager can send orders to ONE system per account. In Integration Manager, this is referred to as the WMS.

You can view a full list of supported order destinations here:  https://support.cartrover.com/portal/kb/cartrover/order-destinations/


Which functions does a Integration Manager integration include?

Most integration typically include the following functions (all on automatic schedules set by user):

Function
 Result
 Frequency
Order Download
 Orders are downloaded from order source (e.g. Shopify, Amazon, etc.) into Integration Manager application
 Frequency set per cart connection
Order Delivery
 Newly downloaded orders in Integration Manager are sent to the WMS system
 Frequency set on merchant level
Shipping Confirmations
 Shipments (tracking numbers) are retrieved from the WMS system into Integration Manager application
 Frequency set on merchant level
Shipment Upload
 Newly retrieved shipments (tracking numbers) are sent to the order source from Integration Manager
 Frequency set per cart connection
Inventory
 Inventory levels are retrieved from the WMS system into Integration Manager application
 Frequency set on merchant level
Inventory Upload
 Newly retrieved inventory levels from WMS are sent to each order source by Integration Manager
 Frequency set per cart connection

Note: Some integrations may include purchase order sync and/or product sync in addition to the functions above. Some order sources do not support shipment confirmations or inventory sync, although the vast majority do.

Basic Setup

Step 1: Sign up for a Integration Manager Merchant account.

Sign up for a Integration Manager Merchant Account HERE by selecting Business Type: Merchant

Step 2: Connect to your WMS system

Integration Manager is able to pull orders from different sources and deposit them into any system that manages fulfillment and shipping. We define the recipient system as the WMS (Warehouse Management System). You may be using an Order Management or other system, but for simplicity we will call all these systems by WMS. Your account can only map to one WMS. Contact support if you need more advanced order routing.

Step-by-step guide

  1.  Add any supported WMS to your Integration Manager account by clicking on WMS Setup in the left navigation area.
  2.  On the WMS Setup screen, select the WMS you use from the Select WMS drop down field.
  3.  Fill out the required information needed for that particular WMS and click OK. See the list below for the setup guide specific to your WMS.



Choosing CSV File allows you create virtually any CSV file format you need without any coding required. You can then send/receive the .csv files via FTP or Email.

Need to send orders somewhere that we don't yet support? Open a support ticket to request an integration.

Step 3: Connect to your shopping cart(s): How to set up a shopping cart connection

Step 4: Turn on cart connection

If you did not do so already when entering cart settings, you can turn on your cart connection on the cart setup page. 

If you clicked away from the page you can find it under: the Carts tab →  select the cart →  click Edit Setup →  go to the Services section.

Setting each service will turn on the connection to the shopping cart. 

Service
Description
Order Download
 Sets how often Integration Manager downloads orders from the shopping cart
Shipment Upload
 Sets how often Integration Manager sends tracking numbers received from the WMS back to the shopping cart
Inventory Upload
 Sets how often Integration Manager sends inventory levels received from the WMS back to the shopping cart
  Step 5: Place test orders in the shopping cart

If you do not already have orders waiting to be downloaded in the shopping cart, it is a good idea to place test orders to verify the connection passes the order information to your WMS as desired. If you are mapping ship methods in Integration Manager it is a good idea to place a test order using each offered shipping service in the shopping cart. This will prevent you from having to map each ship method one by one over time. 

How to...


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