Add a Marketplace Integration

Ensure you have account details, and/or any API keys, tokens, login details before adding an integration

Anything greyed out in this document is either for internal usage (by OFC), or no-longer required but retained for legacy. 

I recommend reading the document in full before progressing. The original steps are for a Shopify site, but I have added additional information for other marketplaces below. The main thing for now is to ensure what is enabled and disabled. Further details on integrations will be provided at a later date.

1. Go to Settings > Sales Channels

2. Add New Channel
   

3. Select the marketplace (Shopify, etc) from the list and click install
   • If it doesn't show, there is potentially another integration already using it, in this case
     
     • Exit
       
     • Select the channel from the page
     • Add New Channel
4. Setup. Tab by tab match the below settings
   The following are the options for a Shopify integration, some names may differ, and some additional API keys/secrets may be needed if using an alternate marketplace. If you require assistance, or are unsure as to what to set please get in touch. *
   • Credentials
     • Active # Off (We will double check then enable this)
     • Name # A unique name for the channel (<clientname>_<channel>)
     • Hostname # Either first part of subdoamin, or clientref between slashes /<here>/
       
     • Use Dc Credentials # Checked
       
     • Use Access Token # Unchecked
       
     • API Key # Add anything, I recommend a hyphen (-) this will be pulled by Helm
       
     • Password # Add anything, I recommend a hyphen (-) this will be pulled by Helm
       
     • Notify Customer # Unchecked
       
     • Use Restricted Location Orders # Unchecked
       
     • Get Orders # Unchecked
       
     • Download Product # Checked
       
     • Deduct Stock Via Orders # Checked
       
     • Auto Hold Orders # Unchecked
       
     • Manage Stock # Checked
   • Settings
     • Fulfilment Client # Client name (from dropdown)
       
     • Warehouse # Warehouse
       
     • Import Products # Unchecked
       
     • Insufficient Stock Levels # Back Order (from dropdown)
     • Order Received Timeout Status # On Hold
       
     • Inventory Names # Use internal names
   • Stock Control
     • Auto Sync Stock # Unchecked
   • Brand
     • Inventory Names # Use internal names
       
     • Return Address # Select the correct warehouse/client address (From dropdown)
   • Commercial Invoice
     • Sender Address # Select the correct warehouse/client address (From dropdown)
5. Ensure that in the first tab 'Credentials' that Active is not checked/on/coloured
   As we are currently in the process of moving from Mintsoft we need to verify the integration first, to ensure that it does not overwrite any stock, orders, etc. This is something you can enable in the future, but for now make sure it it Not Active
6. Save Changes
7. Click the Link button at the bottom of the integration in Helm
   This will load Shopify, etc. and request access
8. Accept the access request

* Woocommerce

Some fields from the above are not there, so ignore if a CTRL+F doesn't find them.

It requires and uses Store URL, Consumer Key, Consumer Secret in place of DC credentials

This is your full woocommerce site domain, and keys related from the following.
WooCommerce > Settings > Advanced > REST API
Add key, select user and permissions (Read/Write).
Generate API Key (Either add them straight into Helm, or copy to a notepad file temporarily, as they are not persistent!)

* Ebay

One of the simpler integrations, no API-keys, or specific URLs.

Once the integration is create in Helm click the link icon. This will redirect you to ebay, and request verification.

An issue we have found with clients with multiple ebay accounts, etc. When linking to Helm/Neuro, an alternate marketplace gets added US rather than UK for instance. To force a specific marketplace to get linked, this needs adding to the eBay login page you get redirected to. &GLOBAL-ID=EBAY-GB for the GB marketplace for instance.

* B&Q

Like Woocommerce, this uses secret keys and an API endpoint URL.

Needs automatically confirm orders checked as well, since B&Q doesn't do this, we need it to be done via Helm

* Amazon

Set the marketplace ID from the dropdown (The location your amazon marketplace is associated with, likely UK)

Select the types of orders Helm should recieve from Amazon 

• MFN (Merchant Fulfilment Network)

  • You fulfil orders manually using your own warehouse and couriers

Order Statuses

• Unshipped
• Shipping

DO NOT enable DESPATCH OR FEEDBACK EMAILS for an Amazon sales channel.

Once the channel is setup in Helm, press the Connect Channel.

Login and/or Authorise

Select account and marketplace

Tick the checkbox to authorise Helm, and Confirm

Sometimes the feeds being set as UK 'cause issues, so the feed may need changing to US-eng. This should be attempted only if the product report response is coming in, but in an alternative language. 

* Etsy

Name is the name in Helm

Account Nominal Code is the exact name of your etsy shop

When the popup is saved it will redirect you.

Click on the 'Connect Channel' button underneath the etsy integration

* TikTok Shop

Marketplace ID: UK

Fulfilment Channel: Seller

When linking you will need to select Europe->UK, and potentially add your email address before authorising the integration.

If you don't (and it's expecting it), it will error, but you can just press the link again within Helm to start the connection again.

* Wix

The site ID will be a UUID from the dashboard such as https://manage.wix.com/dashboard/<site-id>/general

For API keys 

Go to Account settings, then select API Keys at the bottom left, 'Generate new API key' name it OFC_Helm or something similar, grant/check 'All Permissions' so we can get and update orders.

Generate Key, and at the end press the 'Copy Token' button, add the contents that was copied into the API Key field within Helm.

Where to get API keys, etc.

OnBuy: Listing->Imports and Integrations->Despatch Cloud

B&Q/Tesco/anything Mirakl: Top right icon, users/api keys somewhere there I can't 100% recall.

Woocommerce: Woocommerce->Rest API Keys->Create->Give Read/Write Permissions

Wix: Account Settings->API Keys

Along with our information in this document Helm offs guides for specific marketplaces https://documentation.myhelm.app/en/help/collections/1084337-sales-channels
So if you find yourself lost, you can always check this, or contact Nathan or Paul at OFC.

Product Mapping

If you'd like to check how the products map (once the channel has been activated)

1. https://onlinefulfilmentcentre.myhelm.app/inventory/link
2. View Linking

Anything that hasn't automatically linked can be linked via the dropdown, this could be SKUs, missing inventory items, malformed SKUs, etc.

Here is for OFC information, you do not need to worry about anything from this point

Neuro

Ensure that Auto Hold Aged Orders (Auto Hold Orders in Helm) are disabled, otherwise orders can get 'stuck' On Hold within Neuro 'causing confusion and requiring manual intervention to get the orders into Helm.