Introduction

Our Magento integration works by connecting to your shopping cart at scheduled intervals to perform tasks related to orders and inventory.

Note: Each install of this shopping cart is unique due to several outside factors (i.e. platform where its installed, version of php, plugins/addons, etc.) These instructions have been tested and are known to be working with the base install of the cart in our test environment.  EFS troubleshooting of issues will be limited to the install configuration that is known to be working with our integration.  All other troubleshooting (and associated expense) will have to be done by you and/or your developer.

Fulfilling New Orders

Each time we connect to Magento to retrieve new orders we are requesting only orders that match a certain order status. Orders matching your chosen status are retrieved by our integration module which attempts to inject each order into your Fulfillment Control Panel account for processing.

Warehouse Filter (optional)

If you have drop-shipped items and / or have more than one fulfillment warehouse you may wish to use this feature. If active, when we retrieve orders from Magento we will skip any SKU that is not present in your Fulfillment Control Panel account.

Tracking Updates to Magento

At the end of each day our integration module will send tracking numbers back to Magento, for orders shipped that day, and update the order status as necessary. You have the option to mark the entire order complete by default, otherwise the system will only mark the items we have fulfilled as shipped.

Inventory Syncing & Product Status (optional)

Our integration module can update the stock counts of your Magento products with the available warehouse quantity. This process will disable a product with zero inventory available and enable a product with positive inventory.

Our standalone Inventory Sync Guide will walk you through setting up Inventory Syncing after you successfully add the Integration to your FCP Account.

Please Note: Product SKUs in Magento must match the product SKUs available in your Fulfillment Control Panel account.

Connecting EFS & Magento

Prerequisites

If you are hosting Magento on your own server, you must have SOAP services extensions installed for PHP. If you are using Magento Go this is already set up for you.

Step 1: Generate or Obtain EFS Merchant Token

1. Access your Fulfillment Control Panel account.

2. Choose My Settings from the Client Info menu and scroll to the bottom of the page. Under “Integration Credentials”, if you do not have an API token set, please generate one for use in Step 3.

Step 2: Allow EFS Access to your Order and Product Information

1. In your Magento Admin Panel choose System ‐> Web Services ‐> Roles.

2. Click the Add New Role button near top-right and enter "EFS Integration" as the Role Name.

3. In the left menu, under Role Information, click Role Resources then check the boxes for “Catalog”, “Sales”, and “Catalog Inventory”.

4. Click the Save Role button at top-right when finished.

Step 3: Create EFS Account in Magento

1. In your Magento Admin Panel, choose System ‐> Web Services ‐> Users.

2. Click the Add New User button near top-right and enter the following:

1. User Name: EFS

2. First Name: Fulfillment

3. Last Name: Integration

4. Email: integration@efulfillmentservice.com

5. API Key: <enter the EFS Merchant Token you generated in step 1>

6. API Key Confirmation: <re-enter the EFS Merchant Token you generated in step 1>

7. This account is: Active

3. In the left menu, under User Information, click User Role then select the radio button next to the EFS Integration role.

4. Click the Save User button at top-right when finished.

Step 4: EFS Integration Settings

Once you have completed these steps you are ready to set up the integration in your Fulfillment Control Panel account. Choose Add Integration from the Integration menu.

Select Magento from the list of available platforms and click the “Add new Integration” button.

WSDL URL

The WSDL URL is the location of Magento’s v2 SOAP API in your Magento store. It’s very important to have the correct URL. For a Magento Go store the URL will look like this:

https://storename.gostorego.com/api/v2_soap/index/

For a self-hosted Magento store the URL may look like this:

https://www.storename.com/index.php/api/v2_soap/index/

You can determine if you have the correct URL by visiting it in your browser. It should give you a result as with the following screenshot:

User Name

User Name should be EFS if you have followed the instructions.

User Password

User Password should be the Merchant Token from Step 1.

History

History is an optional setting and represents the number of days of history to check for created orders. For example, if you enter the number “5” in this field we will only retrieve orders created within the last five days.

PLEASE NOTE: It is highly recommended that you set a history value of 5 days. If you do not, this could cause slow or unstable communication between our system and your Magento store, ultimately causing delayed order imports.

Skip skus not in control panel

If set to “Yes” the integration module will skip any product which does not exist in your Fulfillment Control Panel account. If set to “No” the integration module will not alter your incoming orders. Orders which contain product SKUs that don’t exist in your Fulfillment Control Panel account will be rejected.

PLEASE NOTE: It is highly recommended that you DO NOT use the “skip SKUs” feature as it can cause slow speeds when syncing orders. If you need this functionality, please contact your Client Services rep for alternative solutions. 

Order Status

Order status is the status of orders we will retrieve from your Magento store. It is most common to use “processing” for this status. If you do not specify a value for History we would retrieve ALL orders matching this status.

Magento Shipment Email

If set to “Yes” Magento will generate an email to your customer when we add a shipment.

Mark Order Shipped

If set to “Yes” the entire order will be marked complete and shipped in Magento, regardless of what individual items we have fulfilled.

Scheduling

The next set of options determine the intervals at which we check for new orders and, optionally, send available inventory counts back to Magento.

The most common scenario is to check for new orders every 30 minutes and sync inventory twice per day.

If you have more than one Magento store you may assign a “nickname” to each store to better identify options and settings for each one.

Click the “Add new Integration” button to finalize the integration settings. You should see a success message at the top of your screen.

To verify that we can connect to your Magento store choose View Integrations from the Integration menu. For each integration you have configured you will see a set of options displayed as colored icons. Click the “suitcase” icon to view the items in your Magento account.

You should see a searchable list of products from your Magento store. The list will indicate if the product SKU matches a SKU in our system.

If you do not see a list of products and, instead, see an error message it is likely that your WSDL URL, User Name, or User Password have been incorrectly entered in the Fulfillment Control Panel integration settings.