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Working with your Shopping Cart

The Cart Connect Plug-in module synchronize data to/from your Shopping Cart. The interface and associated method of use are more or less the same regardless of the Cart you are using.

Some Carts may have different features implemented or missing depending on the integration. See Supported Carts.

For the purposes of this section we will use the PrestaShop Cart as our example.

NOTE:
The Cart Connect Plug-in must first be enabled. Contact Customer Services to initiate this.

The Shopping Cart Document – quick look

It is vital to first understand The Shopping Cart Document, as it represents each Shopping Cart and performs all the interaction with Cart Connect.

The Shopping Cart document is shown below.

The Shopping Cart Document

The Shopping Cart Document

Each tab in the Shopping Cart Document control the auto-synchronization and data export/import to/from the Cart. These are explained below:

Auto-sync Tab

To control the auto-synchronization between your system and the Cart. Here you specify what data is to be synchronized, and from what date/time. Can also start/stop the auto-synchronization process.

Orders Tab

The tab where Orders imported from the associated Cart is listed.

Items Tab

The tab where Items in your system is listed and exported to the Cart. Select the preferred items to be exported to the Cart. Useful if you have different carts to sell different product ranges.

Customers Tab

The tab where Customers in your system is listed and selectively exported to the Cart.

Orders (Cart) Tab

This tab allows you to list Orders in the Cart and selectively import them into your system (rather that using auto-synchronization).

Items (Cart) Tab

This tab allows you to list Items in the Cart and selectively import them into your system (rather that using auto-synchronization).

Customers (Cart) Tab

This tab allows you to list Customers in the Cart and selectively import them into your system (rather that using auto-synchronization).

How to Install Cart Connect on your Cart’s Web Server

  1. Download the relevant Cart Connect Module.
  2. Install it appropriately on the Cart’s Web Server. For example, the PrestaShop Cart Connect module is installed as a PrestaShop Module and can be downloaded here.

Some Carts do not need any code to be installed. For more details on your cart see Supported Carts.

How to Set up Cart Connect

After installing Cart Connect on your Cart’s Web Server (if required), you can create the appropriate connector in your system.

STEP 1
Create a new Shopping Cart

  1. From the Explorer go to Setup->Shopping Carts.
  2. From the ‘Actions‘ drop-down select the type of Cart you wish to connect to. In our case this is PrestaShop (see below).

Creating and Connecting to the Cart

Creating and Connecting to the Cart

  1. Provide a name for your cart.
  2. Enter the web location of the Cart Connect directory installed on the Cart’s Web Server. For PrestaShop this is the Modules directory.
  3. Enter the Cart Connect password (in this case set in the PrestaShop module).
  4. Click ‘Test Connection‘. If all is well you will see this message:

TEST PASSED: SUCCESSFULLY CONNECTED TO CART!

You must ensure this test is passed before proceeding.

STEP 2
Set dates and select options

Certain options needs to be set to control how your system will synchronize its data (see below).

Set Dates for sync

On the Auto-sync Tab you will notice 2 sections, From Cart and To Cart. These sections contain controls on how data is automatically sent from the cart to your system and from your system to the cart respectively.

FROM CART
Controls data coming from the Cart to your system.

Status
This is the current status of the auto-synchronization that automatically imports Orders and updates Customers and Items. The status values are either STOPPED or RUNNING.

Auto synchronization can be started when the Shopping Cart is in View or Edit mode (see below).

Import Orders As
Select how you wish Orders to be imported (i.e. Cash Sales, Sales Orders or Sales Invoices.)

All Documents will be imported with a status of PENDING. This means they will not post to the Accounts or affect Stock until you save them.

Last Order from
Set the date/time from which you want to import Orders. Any Orders before this date will not be imported. Note, this value is automatically updated by Cart Connect when Orders are imported, you only need to set the initial value.

Last update time
Set the date/time from which you want to check if Customer/Item data has been modified. Note, this value is automatically updated by Cart Connect when Customers are updated, you only need to set the initial value.

Enable Customer updates
Enable the automatic updating of Customer records. If a Customer record is changed in the Cart, it will automatically be changed in your system.

Enable Item updates
Enable the automatic updating of Item records. If the record is changed in the Cart it will automatically be changed in your system.

TO CART
Controls data coming from your system to the Cart.

Enable Customer updates
Enables the automatic updating of Customer records. If the record is changed in your system it will automatically be changed in the Cart.

Enable real-time stock updates
Enables the automatic updating of Item stock levels. If the level is changed in your system it will automatically be changed in the Cart for the corresponding Item.

Enable Item updates
Enables the automatic updating of Item records. So if the record is changed in your system it will automatically be changed in the Cart.

When these values have been set as required, click Save.

STEP 3
Synchronize your Items

Before Orders are imported from you Cart, both the Cart and your system need to agree on the list of Items/Products. This can be done by:

  • Either importing Items from the Cart to your System (see below).
  • Or exporting Items from your System to the Cart (see below).
  • Or a combination of both these methods if needed.

Importing Items from the Cart

  1. From the Explorer go to Setup->Shopping Carts.
  2. From the ‘Actions‘ drop-down select the type of Cart you wish to connect to.
  3. Select the Tab named Items (Cart).
  4. Click on List All Items; this will show all Items in your Cart.
  5. Using the checkboxes select which Items you want to import.
  6. For each Item enter the Item Code, Cost and appropriate stock level
  7. Click on Import selected Items to perform the import.

With existing Items in your System that you simply want to be associated with their equivalent Items in the Cart, select ‘Link selected Items’ rather than ‘Create selected Items’.

Exporting Items to the Cart

Go to the Tab named Items. This Tab allows you to list and export Items held within your System. To export your Items:

  1. From the Explorer go to Setup->Shopping Carts.
  2. From the ‘Actions‘ drop-down select the type of Cart you wish to connect to.
  3. Select the Tab named Items. Click on List all Items; this will show all the Items in your System.
  4. Using the checkboxes, select which Items you want to export.
  5. For each Item enter the amount of free stock available.
  6. Click on ‘Export select Items‘ to perform the export.

STEP 4
Start the auto-synchronization

With a set of matching Items in your System and your Cart, you can now start importing Orders. The Items on the Orders will automatically be matched to the associated Items in your System.

  1. From the Explorer go to Setup->Shopping Carts.
  2. From the ‘Actions‘ drop-down select the type of Cart you wish to connect to.
  3. Select the Tab named ‘Auto-Sync’.
  4. Click the Start button (see below).

Starting auto-synchronization

Starting auto-synchronization

Starting the auto-synchronization means Cart Connect will check your Cart about every 10 minutes for new Orders. If any new orders is found it will automatically import them into your System with a status of PENDING.

Linking Customers

With existing Customers in your System that you simply want to be associated with their equivalent Customers in the Cart, select ‘Link selected Customers’ rather than ‘Create selected Customers‘.

Automatic creation of Customers

Although Customers can be manually imported from the Cart, they are created automatically, as required, when Orders are imported.

Missing Items

If an Order is imported that contains an Item with no corresponding Item in your System, then a default Item will be used in the resultant Document (i.e. as though the Item had been entered using the Enter button).

Selective importing of Orders

Orders can be selectively imported from the Cart, rather than via auto-sync via the Orders (Cart) tab.

Selective importing of Customers

Customers can be selectively imported from the Cart rather than via auto-sync via the Customers (Cart) tab.

Also Read About


Shopping Carts
Supported Carts
Custom Cart Integration