Heartland Retail - Integration Setup - READ ME

1. Review & Add Required Item Custom Fields
   Accumula supports complete publish and update of Product Info from Heartland to your other systems. To ensure the needed fields are present, navigate in Heartland to Settings > Custom Fields and make sure the following Custom Fields are present on Items. If the Custom Field does not exist, please create it:
    

   Required   Fields:	Shopify   Translation:	Create field:	Definition:
   Color	Color		The color variant option in your grid
   Size	Size		The size variant option in your grid
   Third	Attribute 3 (as needed)	X	The third attribute option in your grid. Typically the width of a shoe, additional accent, etc.
   Tags	Tags	X	The field used to add the Accumula tag to your products indicating which products will push to Shopify. This can be used to push additional product tags to Shopify as well.
   Weight	Weight		The weight of the product. While you do not have to enter the weight in Heartland to create the item. Accumula needs this field for mapping purposes.
   Price	Compare at Price		This is typically the Original Price field in Heartland which would be used as the compare at price in Shopify.
   Online Price	Price		This is typically the Current Price filed in Heartland. If you wish to have separate pricing in store versus online, you may create a custom field for Online Price if needed.

    
   

   Optional   Fields:	Shopify   Translation:	Definition:
   Brand	Brand	This is typically the primary Default Vendor from Heartland which can also be interpreted as Manufacturer.
   Category	Type	This translates to Type in Shopify
   UPC	Barcode	This translates to Barcode in Shopify
   Short   Description	Title	By default, Accumula maps to the Heartland title of a grid or item. If you wish to use the same description in Heartland and Shopify you can skip this step, this field is for the online title in Shopify. It can be helpful if you need a different title in Shopify compared to the description you use in Heartland.

   
   
   Be sure to "Allow all values" for each Custom Field. We recommend leaving all setting switches to Off.
   
   
   
   
2. Review your Grid and Item Data
   If you wish items to appear as options on the same Product page, the items should be setup in a Grid. More info about attribute mapping item setup can be found here: 
   
   Heartland to Shopify Attribute Mapping
   Heartland to Magento Attribute Mapping
   
   IMPORTANT: If connecting to an existing Ecommerce store, Accumula will match your Heartland Item # to existing products in your other systems and automatically tag your products to publish/sync. Please refer to Existing Shopify Stores or Existing Magento Stores before turning on your Shopify or Magento Integration. This step is critical. 
    
   
   
3. Add Tags to Grids and Items
   If you have a new Ecommerce store with no products in it, be sure that all items you want published in your Ecommerce system have either the "accumula" tag applied in the Tags field. This includes both Grids and Single Items. You can also add other tags you wish to integrate at this time including Accumula feature tags like Hidden or Instock.
   
   Heartland provides a handy way to update Tags in bulk using Heartland's Import/Update Feature. You may also want to add Tags in Heartland representing other fields such as Department or Season. This is a flexible way to organize and manage data in Ecommerce.
   
   TIP: Adding a tag to a Grid will automatically add the Tag to all Items in the Grid.
   
    
4. Authorize Accumula to Connect

   Log into Accumula to authorize the Accumula Platform to connect to Heartland Retail. 

    

   In Accumula, goto Apps > Heartland Retail and follow the prompts to authorize Accumula to connect. You will be asked to set the mapping for important fields during the authorization process.

    

   NOTE: An Admin level Heartland User login is required when authorizing Accumula to connect to Heartland.
   
   
    

   Depending on number of Items and Customers in your system, the initial sync of data may take several hours or even a day to complete. You will receive an email when the sync is complete.
   
   
   
5. Map Custom fields
   After you have authorized Accumula to connect, navigate back to Apps > Heartland to map your Custom Fields. This is the last step and will allow product data to begin moving.
   

NOTE: Accumula creates a few required items within Heartland. Please be sure that all Custom Fields are temporarily set to "Not Required" within Heartland to avoid errors.

To learn more about product setup in Heartland, check out our Items Overview.