Welcome to the Shift4Shop Integration Guide! This resource is designed to help you seamlessly connect Flxpoint with your Shift4Shop store, enabling efficient management of listings, orders, and updates. Whether you're publishing products, retrieving orders, or syncing tracking information, we've got you covered with clear, step-by-step instructions.
How to connect
Step 1: Log in to your Flxpoint account and navigate to Sales Channels.
Step 2: Click "+" to Create Channel.
Step 3: In the Channel Setup screen:
Search for Shift4Shop in the directory and select it.
Enter a Channel Name (e.g., "Shift4Shop Store").
Select the desired processes (e.g., Sync Listings, Publish Listings, Get Orders, Sync Orders).
Click Save & Next to proceed to the connection setup.
Step 4: Obtain your Shift4Shop credentials:
Log in to your Shift4Shop Admin Dashboard at https://www.shift4shop.com/login-page.html. Watch this video tutorial for a visual guide.
Navigate to Modules and search for REST API.
Click Settings and then Add in the top right corner.
Follow the prompts to enable the REST API and generate your Private Key.
Verify permissions (e.g., access to products, orders, brands, customers, categories) and click Authorize.
Copy the Private Key for use in Flxpoint.
Step 5: On the Connect Channel screen, set up a new Shift4Shop connection:
Enter a Connection Name (e.g., "Shift4Shop Connection").
Paste the Private Key from your Shift4Shop dashboard.
Enter your Secure URL (e.g., your Shift4Shop store’s base URL).
Click Test Connection to verify the setup, then click Save Connection.
Troubleshooting: If the authentication fails, ensure you’re using the correct Inventory Source app token and connection type.
Step 6: Use the Channel Wizard to configure integration settings:
Follow the Channel Wizard prompts to set up each enabled process (e.g., Sync Listings, Publish Listings, Get Orders, Sync Orders).
For Sync Listings, set your Master SKU by selecting a field from your channel or choosing not to set one.
For Publish Listings, configure settings like product visibility and stock management.
For Get Orders, select order statuses (e.g., Processing, Pending) and time range for imports.
For Sync Orders, configure order status updates and shipment syncing.
Complete each section and click Confirm to proceed through the wizard.
Step 7: In the Channel Created screen:
Review your settings and check boxes to enable processes immediately (e.g., start importing listings or orders).
Click Confirm & Finish to complete the setup.
Final Step: Your Shift4Shop channel is now set up! You can revisit it in Sales Channels to:
Start Sync Listings to update listings and products in Flxpoint.
Start Get Orders to import new orders and send back acknowledgments.
Adjust settings using the Channel Wizard for further configuration.
Ensure all integrations (e.g., Sync Orders, Publish Listings) are configured for full functionality.
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Listing Operations
Import Listings
Not Supported
Sync & Link Listings
Supported | Shift4Shop - Sync & Link Listings
1. Introduction to Shift4Shop Sync & Link Listings
The Shift4Shop Sync & Link Listings integration connects your Flxpoint inventory with your Shift4Shop store, keeping product details like price, quantity, and status updated. This integration is designed for businesses of all sizes, from small retailers to large enterprises, to simplify inventory management by linking and syncing data automatically.
2. Why Use This Integration?
This integration helps you:
- Keep Data in Sync: Updates price, quantity, and status between Flxpoint and Shift4Shop.
- Link Listings: Matches Flxpoint listings to Shift4Shop products using identifiers like SKU or advanced suffix options.
- Control Visibility: Hides or delists products on Shift4Shop when they’re out of stock.
- Support Variants: Syncs both simple products and variants, such as a shirt in multiple sizes or colors.
3. How the Integration Works
The integration follows these steps to sync and link your listings:
1. Retrieve Products: Flxpoint pulls product data, including variants, from your Shift4Shop store.
2. Link Listings: Matches Flxpoint listings to Shift4Shop products using your chosen identifier, like SKU.
3. Map Data: Aligns Flxpoint data with Shift4Shop fields using a mapping template.
4. Sync Updates: Updates Shift4Shop with the latest price, stock, and SKU info from Flxpoint.
5. Manage Visibility: Hides or delists products on Shift4Shop based on stock levels or status.
4. Configuration Options
Customize the integration to fit your needs:
- Connection: Select your Shift4Shop store.
- Linking Priority: Choose how to match listings, like using Listing Variant SKU as the primary identifier.
- Scheduling: Run the sync manually or schedule it, such as every day or every 10 minutes. Jobs may take 2–5 minutes to start and up to 15 minutes to complete.
- Mapping Template: Define how Flxpoint data maps to Shift4Shop fields (details below).
5. Step-by-Step Setup Instructions
Follow these steps to set up the integration:
1. Add the Integration: In Flxpoint, go to the "Integrations" section, select "Shift4Shop" as the type, and choose “Sync Listings.”
2. Connect to Shift4Shop: Select an existing connection or set up a new one with your Shift4Shop credentials.
3. Configure Settings: Set the linking priority, such as prioritizing Listing Variant SKU, and enable scheduling if needed.
4. Create a Mapping Template: Define how Flxpoint fields map to Shift4Shop fields (see below).
5. Run the Integration: Click “Run Integration” to start manually, or let it run on your schedule.
6. Managing Product Visibility
This integration lets you control how products appear on Shift4Shop:
6.1 Hiding Products
Hiding a variant sets it to “Out of Stock” or “Currently Unavailable” on Shift4Shop, preventing orders when stock is low.
6.2 Unhiding Products
Unhiding applies to products already hidden, making them live again on Shift4Shop when stock is available.
6.3 Delisting Products
Delisting removes a product from your Shift4Shop store. You’ll need to run a sync/publish job to bring it back.
7. Mapping Template: Connecting Flxpoint to Shift4Shop
A mapping template determines how Flxpoint data transfers to Shift4Shop, ensuring fields like “Quantity” in Flxpoint update the correct Shift4Shop field, such as “Stock.”
7.1 Interface Overview
- Top Section: Labeled “Mapping Template,” like "Sync Listings 1."
- Buttons: Delete to remove the template, Duplicate to copy it, and Save to save changes.
- Mapping Sections:
- From Value: Flxpoint fields, like Listing Variant fields (e.g., Quantity, List Price).
- To Shift4Shop Field: Shift4Shop fields, like Stock, Price, or SKU Info.
7.2 Mapping Options
For each field, choose from:
- Don’t Map: Skip the field—no data is sent to Shift4Shop.
- Set To Empty: Clear the field in Shift4Shop, removing existing data.
- Field: Map a Flxpoint field to a Shift4Shop field, like mapping “Quantity” to “Stock.”
- Value: Set a fixed value, such as setting Price to “50” for all products.
- Rules: Apply conditional logic, like hiding a product if Quantity is less than 1.
7.3 Available Source Fields in Flxpoint
Flxpoint fields under “Listing Variant” include:
- Custom Aggregate Field (Key/Value)
- Estimated Cost (Number)
- Estimated Dropship Fee (Number)
- Estimated Shipping Cost (Number)
- List Price (Number)
- MAP (Minimum Advertised Price, Number)
- MSRP (Manufacturer’s Suggested Retail Price, Number)
- Quantity (Number)
7.4 Shift4Shop Fields and Suggested Mappings
The mapping template includes two sections for Shift4Shop fields:
7.4.1 Shift4Shop Advanced Option Fields
- Cost: Product cost.
- Suggested Mapping: Map to “Listing Variant - Estimated Cost.”
- Price: Product selling price.
- Suggested Mapping: Map to “Listing Variant - List Price.”
- Example: If a product’s List Price in Flxpoint is $30, this mapping updates the Price to $30 in Shift4Shop.
- Price 2 to Price 5: Additional price fields for tiered pricing.
- Suggested Mapping: Set to “Don’t Map” unless you use tiered pricing.
- Stock: Product stock level.
- Suggested Mapping: Map to “Listing Variant - Quantity.”
- Example: A product with 50 units in Flxpoint updates the Stock field to 50 in Shift4Shop.
7.4.2 Shift4Shop SKU Info Fields
- Cost: Product cost (same as above, under SKU Info).
- Suggested Mapping: Map to “Listing Variant - Estimated Cost.”
- Price: Product price (same as above, under SKU Info).
- Suggested Mapping: Map to “Listing Variant - List Price.”
- Retail Price: Manufacturer’s suggested retail price.
- Suggested Mapping: Map to “Listing Variant - MSRP.”
- Sale Price: Discounted price for sales.
- Suggested Mapping: Map to “Listing Variant - List Price” or a custom field.
- Stock: Product stock level (same as above, under SKU Info).
- Suggested Mapping: Map to “Listing Variant - Quantity.”
8. Troubleshooting Common Issues
If you encounter issues, try these steps:
- Check Credentials: Ensure your Shift4Shop connection is active and credentials are correct.
- Verify Linking Priority: Confirm your identifier, such as Listing Variant SKU, matches data in both systems.
- Review Mapping Template: Ensure fields are mapped correctly, like Quantity to Stock.
- Monitor Job Latency: Jobs may take 2–5 minutes to start and up to 15 minutes to complete. Check Flxpoint logs if delays persist.
9. Conclusion
The Shift4Shop Sync & Link Listings integration keeps your Flxpoint and Shift4Shop data aligned, simplifying inventory management. It ensures accurate prices, stock levels, and visibility settings, with a flexible mapping template to meet your business needs.
Publish Listings
Supported | Shift4Shop - Publish Listings
1. Introduction to Shift4Shop Publish Listings
The Shift4Shop Publish Listings integration allows you to create new product listings and offerings on your Shift4Shop store directly from Flxpoint. This integration is ideal for businesses looking to expand their product catalog on Shift4Shop, supporting both simple products and variants, and ensuring all product details are accurately published.
2. Why Use This Integration?
This integration helps you:
- Create New Listings: Publish new products from Flxpoint to your Shift4Shop store.
- Support Variants: Publish products with variants, like a shirt in multiple sizes or colors.
- Overwrite Existing Listings: Update details of already published variants, such as title, description, or price.
- Customize Data: Use a mapping template to control which Flxpoint data is sent to Shift4Shop fields.
3. How the Integration Works
The integration follows these steps to publish listings:
1. Retrieve Data: Flxpoint gathers product data, including variants, from your inventory.
2. Map Data: Uses a mapping template to align Flxpoint data with Shift4Shop fields.
3. Upload Images: Transfers product images to Shift4Shop via FTP for display in listings.
4. Publish Listings: Creates new listings or updates existing ones on Shift4Shop, including categories, attributes, and extra fields.
5. Handle Variants: Ensures variants are published with correct options, like size or color.
4. Configuration Options
Customize the integration to fit your needs:
- FTP Setup: Configure FTP settings for image uploads, including server, username, password, subfolder, port, and protocol.
- Mapping Template: Define how Flxpoint data maps to Shift4Shop fields (details below).
- Scheduling: Run the publish job manually or schedule it, such as daily or every 10 minutes. Jobs may take 2–5 minutes to start and up to 15 minutes to complete.
5. Step-by-Step Setup Instructions
Follow these steps to set up the integration:
1. Add the Integration: In Flxpoint, go to the "Integrations" section, select "Shift4Shop" as the type, and choose “Publish Listings.”
2. Connect to Shift4Shop: Select an existing Shift4Shop connection or set up a new one with your credentials.
3. Configure FTP Settings: Enter the FTP details provided by Shift4Shop for image uploads (see FTP setup below).
4. Create a Mapping Template: Define how Flxpoint fields map to Shift4Shop fields (details below).
5. Run the Integration: Click “Run Integration” to start manually, or let it run on your schedule.
6. FTP Setup for Image Uploads
Shift4Shop requires FTP for uploading product images. After signing up with Shift4Shop, you’ll receive FTP credentials via email to your registered email address. Configure these settings in Flxpoint:
- Image FTP Server: The server address, such as ftp2.3dcartstores.com.
- Image FTP Protocol: The protocol, typically Implicit FTPS.
- Image FTP Username: Your FTP username provided by Shift4Shop.
- Image FTP Password: Your FTP password provided by Shift4Shop.
- Image FTP Subfolder: The subfolder for images, such as /web/assets/images/.
- Image FTP Port: The port number, typically 22.
7. Overwrite Functionality and Limitations
7.1 Overwrite Functionality
The overwrite feature allows you to update details of already published variants on Shift4Shop, such as title, description, categories, MPN, UPC, GTIN, and images.
- Example: If a product’s title in Flxpoint changes from “Blue T-Shirt” to “Navy T-Shirt,” the overwrite feature updates the title on Shift4Shop to “Navy T-Shirt.”
7.2 Limitations
- Product Deletion: Flxpoint cannot delete product listings on Shift4Shop; deletions must be done directly in your Shift4Shop store.
- Product Creation: Products must be published through your Shift4Shop store; Flxpoint only creates or updates listings.
8. Mapping Template: Publishing Flxpoint Data to Shift4Shop
A mapping template determines how Flxpoint data is published to Shift4Shop, ensuring fields like “Title” in Flxpoint are correctly sent to Shift4Shop fields.
8.1 Interface Overview
- Top Section: Labeled “Publish Listings,” with a template name field.
- Buttons: Delete to remove the template, Duplicate to copy it, and Save to save changes.
- Mapping Sections:
- From Value: Flxpoint fields, like Listing Parent or Listing Variant fields.
- To Shift4Shop Field: Shift4Shop fields, like Category, Product, or Extra Fields.
8.2 Mapping Options
For each field, choose from:
- Don’t Map: Skip the field—no data is sent to Shift4Shop.
- Set To Empty: Clear the field in Shift4Shop, removing existing data.
- Field: Map a Flxpoint field to a Shift4Shop field, like mapping “Title” to “Title.”
- Value: Set a fixed value, such as setting Extra Field 1 to “Test.”
- Mapping Set: Use predefined mapping sets for bulk field mapping.
- Direct Copy: Copy data directly without modification, often used for images, options, or attributes.
- Rules: Apply conditional logic, like setting a field based on specific conditions.
8.3 Available Source Fields in Flxpoint
Flxpoint provides fields under “Listing Parent” and “Listing Variant” categories:
- Listing Parent: Attribute (Key/Value), Brand (Text), Category 1–3 (Text), Custom Field (Key/Value), Description (Text), Image (List), Parent SKU (Text), Title (Text).
- Listing Variant: ASIN (Text), Custom Aggregate Field (Key/Value), Custom Field (Key/Value), Description (Text), Dimensional Weight (Number), Estimated Cost (Number), Estimated Dropship Fee (Number), Estimated Shipping Cost (Number), GTIN (Text), Height (Number), Image (List), Length (Number), List Price (Number), MAP (Number), MPN (Text), MSRP (Number), Master SKU (Text), Option (Key/Value), Quantity (Number), SKU (Text), Title (Text), UPC (Text), Weight (Number), Width (Number).
8.4 Shift4Shop Fields and Suggested Mappings
The mapping template includes several sections for Shift4Shop fields:
8.4.1 3D Cart Categories Fields
- Category 1–3: Product category levels.
- Suggested Mapping: Map to “Listing Parent - Category 1–3.”
- Example: If Category 1 in Flxpoint is “Clothing,” this mapping assigns the product to the “Clothing” category in Shift4Shop.
8.4.2 3D Cart Product Fields
- All Images: Product images.
- Suggested Mapping: Use “Direct Copy” for “Listing Parent - Image” or “Listing Variant - Image.”
- All Options: Product variant options, like size or color.
- Suggested Mapping: Use “Direct Copy” for “Listing Variant - Option.”
- Attributes: Product attributes sent to the Product Features section in Shift4Shop.
- Suggested Mapping: Use “Direct Copy” for “Listing Parent - Attribute” or “Listing Variant - Custom Field.”
- Cost: Product cost.
- Suggested Mapping: Map to “Listing Variant - Estimated Cost.”
- Description: Product description.
- Suggested Mapping: Map to “Listing Parent - Description.”
- GTIN: Global Trade Item Number.
- Suggested Mapping: Map to “Listing Variant - GTIN.”
- Height, Length, Width: Product dimensions.
- Suggested Mapping: Map to “Listing Variant - Height,” “Length,” and “Width.”
- MPN: Manufacturer Part Number.
- Suggested Mapping: Map to “Listing Variant - MPN.”
- Price: Product selling price.
- Suggested Mapping: Map to “Listing Variant - List Price.”
- Retail Price: Manufacturer’s suggested retail price.
- Suggested Mapping: Map to “Listing Variant - MSRP.”
- Sale Price: Discounted price for sales.
- Suggested Mapping: Map to “Listing Variant - List Price.”
- SKU: Stock Keeping Unit.
- Suggested Mapping: Map to “Listing Variant - SKU.”
- Stock: Product stock level.
- Suggested Mapping: Map to “Listing Variant - Quantity.”
- Title: Product title.
- Suggested Mapping: Map to “Listing Parent - Title” or “Listing Variant - Title.”
- UPC: Universal Product Code.
- Suggested Mapping: Map to “Listing Variant - UPC.”
- Weight: Product weight.
- Suggested Mapping: Map to “Listing Variant - Weight.”
8.4.3 Extra Fields
- Extra Field 1–3: Custom fields for additional Shift4Shop data.
- Suggested Mapping: Use “Value” to set a fixed value (e.g., “Test” for Extra Field 1) or map to “Listing Variant - Custom Field.”
9. Troubleshooting Common Issues
If you encounter issues, try these steps:
- Verify FTP Credentials: Ensure the FTP server, username, password, subfolder, port, and protocol are correct.
- Check Mapping Template: Confirm fields are mapped correctly, like Title to Title.
- Monitor Job Latency: Jobs may take 2–5 minutes to start and up to 15 minutes to complete. Check Flxpoint logs if delays persist.
- Review Shift4Shop Store: Ensure products are set up in Shift4Shop, as Flxpoint cannot delete listings directly.
10. Conclusion
The Shift4Shop Publish Listings integration streamlines the process of creating and updating product listings on your Shift4Shop store. With FTP setup for images, a flexible mapping template, and overwrite capabilities, it ensures your product catalog is accurately published and maintained.
Order Operations
Get Orders
Supported | Shift4Shop - Get Orders
1. Introduction to Shift4Shop Get Orders
The Shift4Shop Get Orders integration retrieves new orders from your Shift4Shop store that haven’t yet been imported into Flxpoint. It also sends back acknowledgments for those orders if needed, ensuring seamless order management for businesses of all sizes.
2. Why Use This Integration?
This integration helps you:
- Retrieve New Orders: Import new orders from Shift4Shop into Flxpoint for processing.
- Acknowledge Orders: Send confirmation back to Shift4Shop to update order status.
- Filter by Status: Fetch orders based on specific statuses, like "New" or "Processing."
- Map Order Data: Use a mapping template to align Shift4Shop order data with Flxpoint fields.
3. How the Integration Works
The integration follows these steps to retrieve orders:
1. Fetch Orders: Retrieves orders from Shift4Shop based on the selected status, such as "New."
2. Map Data: Uses a mapping template to align Shift4Shop order data with Flxpoint fields.
3. Import Orders: Imports the orders into Flxpoint for further processing.
4. Acknowledge Orders: Sends acknowledgment back to Shift4Shop if required, updating the order status.
4. Configuration Options
Customize the integration to fit your needs:
- Order Status: Select which order statuses to fetch, such as "New," "Processing," "Partial," "Shipped," or "Not Completed."
- Personal Identifying Information (PII) Retention: Choose how long to retain PII, with options like "Indefinitely," "30 Days After Shipment," or "90 Days After Shipment." After this period, the data is redacted.
- Scheduling: Run the job manually or schedule it, such as every 10 minutes. Jobs may take 2–5 minutes to start and up to 15 minutes to complete.
- Mapping Template: Define how Shift4Shop order data maps to Flxpoint fields (details below).
5. Step-by-Step Setup Instructions
Follow these steps to set up the integration:
1. Add the Integration: In Flxpoint, go to the "Integrations" section, select "Shift4Shop" as the type, and choose “Get Orders.”
2. Connect to Shift4Shop: Select an existing Shift4Shop connection or set up a new one with your credentials.
3. Configure Settings: Select the order status to fetch (e.g., "New"), set PII retention, and enable scheduling if desired.
4. Create a Mapping Template: Define how Shift4Shop order fields map to Flxpoint fields (details below).
5. Run the Integration: Click “Run Integration” to start manually, or let it run on your schedule.
6. Order Status and PII Retention
6.1 Order Status Filtering
You can filter which orders to fetch based on their status in Shift4Shop. Options include "New," "Processing," "Partial," "Shipped," and "Not Completed." Flxpoint will only retrieve orders in the selected status.
- Example: If you select "New," only new orders placed on Shift4Shop will be imported into Flxpoint for processing.
6.2 Personal Identifying Information (PII) Retention
PII retention determines how long customer data, like names and addresses, is kept in Flxpoint. Options are "Indefinitely," "30 Days After Shipment," or "90 Days After Shipment." After the selected period, the data is redacted for privacy.
7. Mapping Template: Importing Shift4Shop Orders to Flxpoint
A mapping template determines how Shift4Shop order data is imported into Flxpoint, ensuring fields like billing address are correctly aligned with Flxpoint fields.
7.1 Interface Overview
- Top Section: Labeled “Get Orders,” with a template name field.
- Buttons: Delete to remove the template, Duplicate to copy it, and Save to save changes.
- Mapping Sections:
- From Value: Shift4Shop order fields, like 3D Cart Order or 3D Cart Shipment.
- To Flxpoint Field: Flxpoint fields, like Billing Address or Shipment Address.
7.2 Mapping Options
For each field, choose from:
- Don’t Map: Skip the field—no data is imported into Flxpoint.
- Set To Empty: Clear the field in Flxpoint, removing existing data.
- Field: Map a Shift4Shop field to a Flxpoint field, like mapping “Billing Address” to “Address Line 1.”
- Value: Set a fixed value for the field in Flxpoint.
- Mapping Set: Use predefined mapping sets for bulk field mapping.
- Rules: Apply conditional logic, like mapping a field based on specific conditions.
7.3 Available Source Fields in Shift4Shop
Shift4Shop provides fields under “3D Cart Order,” “3D Cart Order Item,” and “3D Cart Shipment” categories:
- 3D Cart Order: Billing Address (Text), Billing Address 2 (Text), Billing City (Text), Billing Company (Text), Billing Country (Text), Billing Email (Text), Billing First Name (Text), Billing Last Name (Text), Billing Phone Number (Text), Billing State (Text), Billing Zip Code (Text), Invoice Number (Text), Order Amount (Number), Order Date (Date).
- 3D Cart Order Item: Catalog ID (Text), Item Description (Text), Item ID (Text), Item Quantity (Number), Item Unit Cost (Number), Item Unit Price (Number), Item Weight (Number).
- 3D Cart Shipment: Shipment Address 1 (Text), Shipment Address 2 (Text), Shipment City (Text), Shipment Company (Text), Shipment Cost (Number), Shipment Country (Text), Shipment Email (Text), Shipment First Name (Text), Shipment Last Name (Text), Shipment Method Name (Text), Shipment Phone (Text), Shipment State (Text), Shipment Tracking Code (Text), Shipment Zip Code (Text).
7.4 Flxpoint Fields and Suggested Mappings
The mapping template includes several sections for Flxpoint fields:
7.4.1 Billing Address Fields
- Address Line 1: Primary billing address.
- Suggested Mapping: Map to “3D Cart Order - Billing Address.”
- Address Line 2: Secondary billing address.
- Suggested Mapping: Map to “3D Cart Order - Billing Address 2.”
- City: Billing city.
- Suggested Mapping: Map to “3D Cart Order - Billing City.”
- Company: Billing company name.
- Suggested Mapping: Map to “3D Cart Order - Billing Company.”
- Country: Billing country.
- Suggested Mapping: Map to “3D Cart Order - Billing Country.”
- Email: Billing email.
- Suggested Mapping: Map to “3D Cart Order - Billing Email.”
- First Name: Billing first name.
- Suggested Mapping: Map to “3D Cart Order - Billing First Name.”
- Last Name: Billing last name.
- Suggested Mapping: Map to “3D Cart Order - Billing Last Name.”
- Phone: Billing phone number.
- Suggested Mapping: Map to “3D Cart Order - Billing Phone Number.”
- Postal Code: Billing zip code.
- Suggested Mapping: Map to “3D Cart Order - Billing Zip Code.”
- State: Billing state.
- Suggested Mapping: Map to “3D Cart Order - Billing State.”
- State Code: Billing state code.
- Suggested Mapping: Often set to “Don’t Map” unless needed.
7.4.2 Order Fields
- External Order Number: Order identifier.
- Suggested Mapping: Map to “3D Cart Order - Invoice Number.”
- Order Amount: Total order amount.
- Suggested Mapping: Map to “3D Cart Order - Order Amount.”
- Order Date: Date the order was placed.
- Suggested Mapping: Map to “3D Cart Order - Order Date.”
7.4.3 Order Item Fields
- External Item ID: Item identifier.
- Suggested Mapping: Map to “3D Cart Order Item - Item ID.”
- Item Cost: Cost per item.
- Suggested Mapping: Map to “3D Cart Order Item - Item Unit Cost.”
- Item Description: Item description.
- Suggested Mapping: Map to “3D Cart Order Item - Item Description.”
- Item Price: Price per item.
- Suggested Mapping: Map to “3D Cart Order Item - Item Unit Price.”
- Item Quantity: Quantity ordered.
- Suggested Mapping: Map to “3D Cart Order Item - Item Quantity.”
- Item SKU: Item SKU.
- Suggested Mapping: Map to “3D Cart Order Item - Catalog ID.”
- Item Weight: Item weight.
- Suggested Mapping: Map to “3D Cart Order Item - Item Weight.”
7.4.4 Shipment Address Fields
- Address Line 1: Primary shipping address.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Address 1.”
- Address Line 2: Secondary shipping address.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Address 2.”
- City: Shipping city.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment City.”
- Company: Shipping company name.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Company.”
- Country: Shipping country.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Country.”
- Email: Shipping email.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Email.”
- First Name: Shipping first name.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment First Name.”
- Last Name: Shipping last name.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Last Name.”
- Phone: Shipping phone number.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Phone.”
- Postal Code: Shipping zip code.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Zip Code.”
- Shipping Cost: Cost of shipping.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Cost.”
- Shipping Method: Shipping method used.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Method Name.”
- State: Shipping state.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment State.”
- State Code: Shipping state code.
- Suggested Mapping: Often set to “Don’t Map” unless needed.
- Tracking Number: Shipment tracking code.
- Suggested Mapping: Map to “3D Cart Shipment - Shipment Tracking Code.”
8. Troubleshooting Common Issues
If you encounter issues, try these steps:
- Verify Connection: Ensure your Shift4Shop connection is active and credentials are correct.
- Check Order Status: Confirm the selected status (e.g., "New") matches the orders you expect to retrieve.
- Review Mapping Template: Ensure fields are mapped correctly, like “Billing Address” to “Address Line 1.”
- Monitor Job Latency: Jobs may take 2–5 minutes to start and up to 15 minutes to complete. Check Flxpoint logs if delays persist.
9. Conclusion
The Shift4Shop Get Orders integration simplifies order management by retrieving new orders from Shift4Shop and importing them into Flxpoint. With flexible status filtering, PII retention options, and a detailed mapping template, it ensures your orders are accurately processed and acknowledged.
Sync Orders
Supported | Shift4Shop - Sync Orders
1. Introduction to Shift4Shop Sync Orders
The Shift4Shop Sync Orders integration updates existing orders on Shift4Shop with changes made in Flxpoint since the last sync. The most common use is to sync tracking information for orders, ensuring Shift4Shop reflects the latest shipment details.
2. Why Use This Integration?
This integration helps you:
- Update Tracking Information: Sync tracking numbers and shipping details to Shift4Shop.
- Keep Orders in Sync: Ensure Shift4Shop reflects the latest order updates from Flxpoint.
- Map Shipment Data: Use a mapping template to control which Flxpoint data updates Shift4Shop fields.
3. How the Integration Works
The integration follows these steps to sync orders:
1. Identify Changes: Detects updates to orders in Flxpoint since the last sync, such as new tracking numbers.
2. Map Data: Uses a mapping template to align Flxpoint shipment data with Shift4Shop fields.
3. Update Shift4Shop: Sends the updated data, like tracking information, to Shift4Shop to reflect the changes.
4. Configuration Options
Customize the integration to fit your needs:
- Shipping Methods Setup: Configure shipping methods in Shift4Shop to ensure accurate mapping of carrier and method details (details below).
- Mapping Template: Define how Flxpoint shipment data maps to Shift4Shop fields (details below).
- Scheduling: Run the sync job manually or schedule it, such as every 10 minutes. Jobs may take 2–5 minutes to start and up to 15 minutes to complete.
5. Step-by-Step Setup Instructions
Follow these steps to set up the integration:
1. Add the Integration: In Flxpoint, go to the "Integrations" section, select "Shift4Shop" as the type, and choose “Sync Orders.”
2. Connect to Shift4Shop: Select an existing Shift4Shop connection or set up a new one with your credentials.
3. Configure Settings: No additional configurations are required in Flxpoint for this integration, but ensure shipping methods are set up in Shift4Shop (see below).
4. Create a Mapping Template: Define how Flxpoint shipment fields map to Shift4Shop fields (details below).
5. Run the Integration: Click “Run Integration” to start manually, or let it run on your schedule.
6. Shipping Methods Setup in Shift4Shop
To ensure accurate syncing of shipment details, configure shipping methods in Shift4Shop. This allows Flxpoint to map carrier and method details correctly.
1. Access Shipping Methods: In Shift4Shop, navigate to “Settings” > “Shipping” > “Shipping Methods.”
2. Add or Edit Methods: Click “Add New” to create a new shipping method or edit existing ones like “UPS” or “FedEx.”
3. Configure Details: Set the method name (e.g., “UPS”), customer group, region, and other settings like minimum/maximum order amounts.
4. Save Changes: Click “Save” to apply the shipping method configurations.
- Example: If you use “UPS” for shipments, ensure “UPS” is listed as a shipping method in Shift4Shop so Flxpoint can map the carrier correctly.
7. Mapping Template: Syncing Flxpoint Data to Shift4Shop
A mapping template determines how Flxpoint shipment data is synced to Shift4Shop, ensuring fields like tracking numbers are correctly updated.
7.1 Interface Overview
- Top Section: Labeled “Sync Orders,” with a template name field.
- Buttons: Delete to remove the template, Duplicate to copy it, and Save to save changes.
- Mapping Sections:
- From Value: Flxpoint fields, like Shipment or Shipping Address.
- To Shift4Shop Field: Shift4Shop fields, like Shipment Address or Tracking Code.
7.2 Mapping Options
For each field, choose from:
- Don’t Map: Skip the field—no data is sent to Shift4Shop.
- Set To Empty: Clear the field in Shift4Shop, removing existing data.
- Field: Map a Flxpoint field to a Shift4Shop field, like mapping “Tracking Number” to “Shipment Tracking Code.”
- Value: Set a fixed value for the field in Shift4Shop.
- Mapping Set: Use predefined mapping sets for bulk field mapping.
- Rules: Apply conditional logic, like mapping a field based on specific conditions.
7.3 Available Source Fields in Flxpoint
Flxpoint provides fields under “Shipment” and “Shipping Address” categories:
- Shipment: Carrier (Text), Fulfillment Request Number (Text), Method (Text), Note (Text), Shipped At (Date), Shipping Cost (Number), Tracking Number (Text), Tracking URL (Text).
- Shipping Address: Address Line 1 (Text), Address Line 2 (Text), City (Text), Company Name (Text), Country (Text), Country Code (Text), Email (Text), First Name (Text), Full Name (Text), Last Name (Text), Phone (Text), Postal Code (Text), State (Text), State Code (Text).
7.4 Shift4Shop Fields and Suggested Mappings
The mapping template includes sections for Shift4Shop shipment fields:
7.4.1 3D Cart Shipment Fields
- Shipment Address 1: Primary shipping address.
- Suggested Mapping: Map to “Shipping Address - Address Line 1.”
- Shipment Address 2: Secondary shipping address.
- Suggested Mapping: Map to “Shipping Address - Address Line 2.”
- Shipment City: Shipping city.
- Suggested Mapping: Map to “Shipping Address - City.”
- Shipment Company: Shipping company name.
- Suggested Mapping: Map to “Shipping Address - Company Name.”
- Shipment Country: Shipping country.
- Suggested Mapping: Map to “Shipping Address - Country.”
- Shipment Email: Shipping email.
- Suggested Mapping: Map to “Shipping Address - Email.”
- Shipment First Name: Shipping first name.
- Suggested Mapping: Map to “Shipping Address - First Name.”
- Shipment Last Name: Shipping last name.
- Suggested Mapping: Map to “Shipping Address - Last Name.”
- Shipment Method Name: Shipping method used.
- Suggested Mapping: Map to “Shipment - Method.”
- Note: Ensure the method matches one configured in Shift4Shop (e.g., “UPS”).
- Shipment Phone: Shipping phone number.
- Suggested Mapping: Map to “Shipping Address - Phone.”
- Shipment State: Shipping state.
- Suggested Mapping: Map to “Shipping Address - State.”
- Shipment Tracking Code: Tracking number for the shipment.
- Suggested Mapping: Map to “Shipment - Tracking Number.”
- Example: If a tracking number “1Z9999W999999999” is added in Flxpoint, this mapping updates the order in Shift4Shop with that tracking number.
- Shipment Zip Code: Shipping zip code.
- Suggested Mapping: Map to “Shipping Address - Postal Code.”
8. Troubleshooting Common Issues
If you encounter issues, try these steps:
- Verify Connection: Ensure your Shift4Shop connection is active and credentials are correct.
- Check Shipping Methods: Confirm that the shipping method in Flxpoint (e.g., “UPS”) matches a method configured in Shift4Shop.
- Review Mapping Template: Ensure fields are mapped correctly, like “Tracking Number” to “Shipment Tracking Code.”
- Monitor Job Latency: Jobs may take 2–5 minutes to start and up to 15 minutes to complete. Check Flxpoint logs if delays persist.
9. Conclusion
The Shift4Shop Sync Orders integration ensures your Shift4Shop orders stay up-to-date with the latest changes from Flxpoint, particularly for tracking information. By setting up shipping methods in Shift4Shop and using a detailed mapping template, you can seamlessly sync shipment details and maintain accurate order data.