ECommerce Integrations

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==High Volume==
==High Volume==
After your orders are imported into CMS, they still need to be reviewed and released from the Verify Imports section of CMS before becoming a real order. This Verify Imports screen was designed to quickly let you review and save an order but, if you have hundreds or thousands of orders to do in a day, as many of our clients do, you may need more automation here too. This automation comes in the form of our Automated Imports module which lets you define a set of rules to establish which orders should be allowed to automatically converted to real orders and which should be reviewed by a member of your staff. More about this module can be found in our wiki article - [http://wiki.newhavensoftware.com/index.php/Automated_Imports_Module Automated Imports Module].
After your orders are imported into CMS, they still need to be reviewed and released from the Verify Imports section of CMS before becoming a real order. This Verify Imports screen was designed to quickly let you review and save an order but, if you have hundreds or thousands of orders to do in a day, as many of our clients do, you may need more automation here too. This automation comes in the form of our Automated Imports module which lets you define a set of rules to establish which orders should be allowed to automatically converted to real orders and which should be reviewed by a member of your staff. More about this module can be found in our wiki article - [http://wiki.newhavensoftware.com/index.php/Automated_Imports_Module Automated Imports Module].
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=eCommerce API=
 
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This [http://en.wikipedia.org/wiki/Api API] is a published specification, really a programmer's guide, of how to design a Plug-in (.dll) to handle eCommerce communications with CMS via our eCMS module.  This Plug-in sits between CMS and your site and manages not only URLs to connect to and logins but also translation of data to ensure both CMS and your cart are getting what they need and in the right format.
 
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==Types of Communications Supported==
 
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*Order Downloads
 
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**Confirmation of which orders were downloaded so your site can update the status and prevent them from being downloaded a second time (CMS also has safeguards against dupe imports)
 
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*Catalog Request Downloads
 
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*Product Data Uploads - Create new products or update existing
 
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**Pricing (normal, sale, scheduled price reductions)
 
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**Descriptions
 
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**Stock availability
 
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**Expected delivery date for items on back order
 
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**Attributes
 
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**Active/Inactive flags
 
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**Weight (to facilitate shipping charge calculations)
 
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*Order Status Uploads
 
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Please contact your Account Manager if you are interested in receiving a copy of our API.  From there you can assess whether the development of the Plug-in is something you would like to pursue in-house, with your own contractor, or contract with us.  Please keep in the mind that our API specification was designed for a programmer, not a web developer. To clarify, the plug-in is a compiled .dll file used by CMS locally on the Windows operating system.
 

Revision as of 01:35, 19 March 2015

Contents

Overview

For companies with low daily volumes of web orders, they may choose to just hand enter them into CMS. However, chances are that you have enough orders coming via your websites to warrant some form of automation. Here we have listed several options available to improve the efficiency of managing your orders and related data with your site(s).

File Importing

Usually the first step for a smaller business wanting to get away from hand entering orders is to import orders into CMS. CMS has options available for:

  • importing orders and catalog requests in an XML format (included with CMS)
  • order files from Yahoo stores (optional module)

In these cases the process is simply to download a file of your orders from your site and point CMS to that file to import those orders. Contact us for additional information on our XML specification.

Integration with your Website - eCMS Module

Most companies using CMS have a significant volume of orders coming from their websites and will benefit from further automation and integration. With such integrations you'll bypass the file import method and can have CMS communicate directly with your site. These communications can include order and catalog request downloads, posting updated product information including pricing and stock availability, and uploading order status updates. We have developed a module for CMS called eCMS to address the requirements of these more robust eCommerce integrations. No files to download or sites to log into, just click of a button or configure CMS to run these automatically on a schedule.

You can purchase our eCMS Module and use one of our stock Plug-ins to connect to either CommerceV3 or Magento or you can use our API (both described below) to build a custom Plug-in that will work with the cart/site of your choosing.

High Volume

After your orders are imported into CMS, they still need to be reviewed and released from the Verify Imports section of CMS before becoming a real order. This Verify Imports screen was designed to quickly let you review and save an order but, if you have hundreds or thousands of orders to do in a day, as many of our clients do, you may need more automation here too. This automation comes in the form of our Automated Imports module which lets you define a set of rules to establish which orders should be allowed to automatically converted to real orders and which should be reviewed by a member of your staff. More about this module can be found in our wiki article - Automated Imports Module.

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