Before turning on your Integration, answer these questions to configure your setup

Before turning on your Integration, answer these questions to configure your setup

These are the most common errors we encounter. Answering these questions will save you a lot of time and effort to make sure your connection is setup properly.

1) How far back do you want Extensiv Integration Manager to pull orders from the shopping cart?


The Earliest Order Date setting determines how far back Integration Manager will pull orders for the first time the Order Download is turned on for a shopping cart. It's important to get it correct up-front.

You'll find this setting towards the bottom of the New Cart and Edit Cart pages:
Carts -> Select Cart -> Edit Setup -> General Order Options



After the Order Download is turned on for the first time, Integration Manager uses a sliding window to pull orders that searches for a particular time-range and won't go back to this Earliest Date Range again.


2) Do the SKU's in your Shopping Cart match your WMS exactly (1 to 1)?


Example: You have a Cart connected to a 3PL via Integration Manager.
Inside the Cart, you have SKU 12345.
Is there a corresponding 3PL SKU 12345?
      a) If so, these SKU's are considered 1-1 and no mapping is needed, you're good to go!
      b) If the SKU's do not match up between systems, you will need to use Product Aliases so we can translate them for you.



3) Do you want Integration Manager to pull in all SKU's from your Shopping Carts? Is your warehouse fulfilling all SKU's or only certain SKU's?


Example: You have 2 different warehouses fulfilling SKU's. You only want Integration Manager to grab 2 SKU's from orders, to be fulfilled by one of the warehouses. The rest of the SKU's will be routed to the other warehouse for fulfillment.
In this scenario, you will need to use an Item Filter list:


With this Whitelist Item Filter list, Integration Manager will only pull in these 2 SKU's from orders, and would ignore everything else.
On the flip side, if you set this up as a Blacklist Item Filter list, Integration Manager would ignore these 2 SKU's from orders, but would pull in everything else.
Use whichever list is easier for you to maintain. They are exclusive, you cannot use both a whitelist and a blacklist.


4) Do you want Integration Manager to pull in all orders from your Shopping Carts?


Example: You have 2 warehouses fulfilling orders. You only want Integration Manager to pull orders being shipped to 3 states (CA, AZ, NV) to be sent to Warehouse #1 for fulfillment. Warehouse #2 will fulfill orders for the other 47 states.

In this scenario you will need to use Order Filters:

In this example filter, Integration Manager will only pull orders that are being shipped to California, Arizona, or Nevada. Integration Manager will ignore all other orders.

If you change the Type filter to "restricted", it will have the opposite affect. Integration Manager will pull all orders in, except for orders being shipped to California, Arizona, or Nevada.

5) Does your WMS use Ship Codes?

      a) If so, you will need to use Ship Method Mapping

Otherwise, whatever ship code comes from the shopping cart will be forwarded to your WMS as-is.

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