Introduction

These instructions will show you how to configure your Fulfillment Control Panel and Quickbooks Commerce (formerly TradeGecko) accounts to sync orders and inventory levels.

 

Initial Setup

Once you have created your Quickbooks Commerce account, go here.  If you are not currently signed into Quickbooks Commerce you will be asked to sign in using your credentials.  You will then be asked to grant permission for the integration to access your account before being redirected to the integration setup tool. 

 

From here, sign in using your Fulfillment Control Panel credentials. Once you have signed in you will be presented with the following screen to configure your initial integration settings.

First you will enter the orders status and fulfillment status for orders that should be fulfilled, as well a the number of days back you want to pull orders from (we recommend 5 or less). The order status and fulfillment status combined with the number of days to pull orders from act as a filter for us to choose which orders to pull into our system. In the example above, we will search all orders placed in the last 5 days and only import orders that have an Order Status of Finalized AND an Order Fulfillment Status set to Unshipped,Partial.

 

Next, you can specify the "Stock Location" for us to set when we sync inventory back to your account.

 

This should be the name or "label" of the location.
If you would like to use the default/primary location, you may leave this blank.

The final set of options determines the intervals at which we check for new orders and, optionally, send available inventory counts back to QuickBooks Commerce (please see the Optional Features section for more information on inventory syncing).  The most common scenario is to check for new orders every 30 minutes and sync inventory twice per day.

 

 

When finished, click the “Finish Setup” 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 QuickBooks Commerce account choose View Integrations from the Integration menu on the Fulfillment Control Panel. 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 account.

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

 

 

Fulfillment Control Panel Settings

You may edit your QuickBooks Commerce integration from the Fulfillment Control Panel as needed.  Choose View Integrations from the Integration menu on the Fulfillment Control Panel.  Go to your QuickBooks Commerce integration and click the “pencil” icon to access the integration settings.

 

 

From here you may edit the existing integration settings. You can also add a "nickname" for the integration if you wish to differentiate between multiple QuickBooks Commerce integrations.

 

 

Note: The access token is populated by the set-up tool used to create the initial integration. It is strongly recommended that the token not be edited as it will likely break the integration.

 

Shipment & Tracking Updates

There is an approximately 4 hour delay from the time we ship an order until we send tracking numbers back to QuickBooks Commerce.

Shipping Methods

When we retrieve your orders from QuickBooks Commerce the shipping methods are shown as strings of text such as “Free Shipping” or “USPS International Express” or “Federal Express Ground”. 

This text needs to be translated to our internal codes by setting up mappings within the integration configuration.

From your Fulfillment Control Panel account choose View Integrations from the Integration menu and then click the “envelope” icon to view existing shipping mappings.

Carefully type or “copy and paste” the exact text of your shipping method options from QuickBooks Commerce into the Cart Shipping Method field, then choose from the list of available shipping methods. Next, click the “Add Mapping” button, and then click the link in the success message to refresh the list (you will need to do this before you can add another method). Repeat this until all of your cart ship methods are mapped to our internal codes.

Optional Features

We also have a feature which will synchronize the available inventory counts from our warehouse back to your QuickBooks Commerce account. This is useful if you don't want to sell products that are out of stock. If you are interested in this feature more information on Inventory Syncing can be found in our standalone guide located here.