Once you have completed your first point of sale sync to Accumula, you may enable integration with Shipstation.
Channels Shipstation Integration is configured in Shipstation using a CustomStore URL through a Shipstation Custom Selling Channel. Setup of the integration requires the following:
- Shipstation Account
- Accumula Credentials: Accumula Username and Accumula API Key
- CustomStore URL as provided by Accumula
You will have received a CustomStore URL along with your Accumula Credentials or upon request from from Accumula Support. Before getting started, please find your CustomStore URL to have handy. Here is an example of a CustomStore URL:
DISABLE ANY OTHER SHIPSTATION INTEGRATION BEFORE PROCEEDING
Connecting Accumula to Shipstation
The Accumula to Shipstation Integration is setup within Shipstation using the Advanced CustomStore API. Start by adding a Custom Store as a Selling Channel within ShipStation.
To get started, you will register your Point of Sale as a Custom Store Selling Channel in Shipstation application. To do this:
- Find your Selling Channels
Click on "Account Settings" (the gear icon in the top right)
Then click "Selling Channels" and "Store Setup" from the sidebar on the left.
- Create a new Selling Channel
Click "+ Connect a Store or Marketplace"
- Select the Selling Channel Type
Search for the word "custom", and choose the "Custom Store" option.
- Setup your Custom Store
Enter your Accumula Username and API Key, then the Shipstation CustomStore URL provided by Accumula: https://AccumulaUsername:[email protected]/data/api/v1/shipstation
Under Awaiting Shipment Statuses add "Awaiting Shipment" after paid.
- Test the Connection
Test Connection by pressing the Test Connection Button
If you receive a failure message when testing, please first doublecheck that the credentials have been entered correctly and test again. If the problem persists, please contact Accumula Support.
- Refresh your Selling Channels in Shipstation
Press the Refresh Button in the upper right corner to bring data into Shipstation
Once these steps are completed successfully, Shipstation will begin integrating new Sales/Invoices/Orders in Point of Sale that include the word "Order" in the Shipment Notes(Lightspeed Retail), Invoice Printed Notes(Lightspeed Onsite), or Order Notes(Heartland) will be sent as an order to Shipstation.
Multistore Setup in Shipstation
Accumula will assign the Source on each order sent to Shipstation. Source is formatted as "Order Source - Storename" (ie. Shopify - New York, Instore - Los Angeles. If you are using Accumula Multistore, setup automation rules for each location by following these steps:
- Create Ship From Locations
Click on the "Settings" Icon in the top right, and choose "Ship From Locations".
- Add a Ship From Location
Click "Add a Ship From Location", name it for the Store Location, fill in the address info, and press Save. Repeat this for each Store Location you have in point of sale.
- View Automation Rules
Click on the "Settings" Icon in the top right, and choose "Automation Rules".
- Create a New Automation Rule
Click "Create a Rule", name it for the Store Location, and set it so if the Source includes that Store Location, Set the Ship From Location to that same Location, and press Save. Repeat this process for each Store Location you have in point of sale. Once complete, press Reprocess Automation Rules to make sure that all Orders are assign to their Ship From Locations.
- Add "Source" Column to the Orders View
Click "Orders" and click the "Columns" button in the top right. Scroll down and make sure that the "Source" box is checked. Drag and Drop the "Source" column to the desired spot.