Setting Up a Web Store Integration

Go to Web Stores > Web Store Sync > Configure > Create to start a new template. Set the web store platform you wish to sync to then use the second part of this article for details on each platform's setup.

The initial Webstore set up with Acctivate is slightly different for each Webstore type. This article will cover the most popular webstores that currently integrate with Acctivate and how to set them up to sync with your Acctivate company.

For information about the Native Web Store template, review this article. For more information on web store, see the docs page.

Part 1: Basic Steps For Setting Up Any Web Store

  1. Go to Web Stores > Web Store Sync then click the Configure button.  Alternatively, go to File > Import Sales Orders to do the same.
  2. Create a new template.
  3. Select the template Type to be Webstore.  It will be set this way already if opening from the Web Store Sync window.
  4. On the next section, select the type of Webstore you are wanting to implement. Our full list of supported webstore templates can be found here
    2016-10-27_15-33-36
  5. Now you will enter your webservice URL. Each webstore requires a slightly different URL to be used so that Acctivate can connect via the webstore's API.
  6. Use the following sections of this article, based on the webservice type, to determine where to find your Username and Password.
  7. After this you may continue to configure the webstore sync by following this article or you may attempt to sync with the webstore.

Part 2: Specific Webstore Setup Information

Magento

  1. In Magento's admin profile, you will need to set up a new Webservice Role and User if they are not already set up.
  2. To create a new Webservice Role, go to System > Web Services > Roles. Add a new role called 'All' and set Role Resources to All.
  3. To create a new Webservice User, go to System > Web Services > Users. Add a user called 'Webservice' and enter in a password for that account into the API Key field (e.g. use the same password as the admin password for Magento). Assign that user to the Role created in the previous step.
  4. In Acctivate, create a new template following the steps in Part 1 of this article.
  5. Enter the webservice URL when prompted. URL should follow this same format: http://magentohost/api/xmlrpc/ (where magentohost is the domain for the webstore).
  6. Use the 'Webservice' user that you created in Magento.
  7. The API Key  will be the password that you entered for the 'Webservice' user.

Magento V2

  1. Login to Magento V2 as an admin and select System > Integrations.
  2. Click Add New Integration to display the New Integration page.
  3. Enter a unique name for the integration in the Name field such as "Webservice".
  4. Enter the admin password in the Your Password field.
  5. Leave all other fields blank.
  6. Click the API tab and change the drop down option to "All" resources.
  7. Click Save to save your changes and return to the Integrations page.
  8. Click the Activate link in the grid that corresponds to the newly-created integration "Webservice".
  9. Click Allow.
  10. Copy the Access token.
  11. Enter the Access token into Acctivate in the webstore template, along with the store URL. The URL should be formatted like the following: https://www.yourMagentov2Store.com/ 

BigCommerce V2

  1. In the BigCommerce store admin panel, go to Advanced Settings > API Accounts.
  2. Click Create API Account > Create V2/V3 API Token
    1. Name: Acctivate
    2. OAuth Scopes
      1. Customers: read-only
      2. Orders: modify
      3. Products: modify
  3. Click Save.
    1. The browser should automatically download a .txt file with credentials. Open it in Notepad or some other text editor.
  4. Create new template in Acctivate using BigCommerce V2 web store type.
    1. Store URL: the "API Path" from the credential file, without the v3/ at the end, (https://api.bigcommerce.com/stores/XYZ/).
    2. Username / Client ID: the "Client ID" from the credential file.
    3. API / Access Token: the "Access Token" from the credential file.
  5. Verify "Authenticate with OAuth" template option is set to Yes.

Shopify


  1. Create a import sales order template in Acctivate.
  2. Enter the webservice URL (example: https://example.myshopify.com/). (note: using a URL other than the myshopify.com url may result in information not exporting correctly).
  3. On the Options window, make sure "Use HTTP Basic Auth instead of OAuth" is set to No.
  4. Save the template and run a webstore sync.
  5. The Messages.log will log a URL. Open this URL in a web browser.
  6. Enter your Shopify account email and password into the login web page that appears.
  7. A message will ask you if you want 'Acctivate' to connect to your Shopify cart. If so, press 'Install' (this will not actually install anything but starts the authorization process).
  8. Shopify will redirect you to www.acctivate.com with an HTTP GET parameter called 'code'. Copy everything between 'code = ' and the next '&'. This is your Temporary Access ID.
  9. Enter the Temporary Access ID into the API Key field in the webstore template within Acctivate.
  10. Change the last order timestamp to your desired timestamp on the next section of the template. You may set this to a date in the future if you do not want to download orders just yet.
  11. Run a webstore sync.  This will provides the permanent ID to the Acctivate sync template which is automatically saved and encoded.
  12. If you receive a 400 server error when trying to get a Permanent Access ID, the Temporary Access ID is invalid or expired. Repeat step one to get a new Temporary Access ID.

Starting in Acctivate 11.1,  please follow the steps below to complete a webstore integration for Shopify.
  1. Create a import sales order template in Acctivate.
  2. Enter the webservice URL (example: https://example.myshopify.com/). (Note: using a URL other than the "myshopify.com" URL may result in information not exporting correctly).
  3. Click the Connect button on this screen.
    1. connect
  4. A web browser will open. Login to your Shopify account.
  5. On the page that says "You are about to Install Acctivate", click the "Install unlisted app" button.
  6. You will be instructed to return to Acctivate to complete the integration process.
  7. In Acctivate, click next until you get to the Options screen. If the first import should start with orders from a previous date, change the date and time of the "Timestamp of the last web order import" option. Note: The date and time provided should correspond to the default timezone set for the Shopify store.
  8. Click Next until you get to the Import screen.
  9. Click Import Orders.

Volusion

  1. Volusion
  2. Login to the Volusion admin interface.
  3. Go to Inventory > Import/Export
  4. In the 'Other Import/Export Features' section, select 'Volusion API'.
  5. Select the 'Run' link next to the Generic/Orders export option.
  6. Select the 'Run' link again. This will generate a URL which will include the username and encrypted password
    Example: {SomeWebserviceURL}Login=bob@example.com&EncryptedPassword=COPYTHISVALUEFROMURL&EDI_Name=Generic\Orders
  7. Create the template in Acctivate using the steps in Part 1.
  8. Enter the webservice URL section from the generated URL in step 5.
  9. The admin account will be the username and the encrypted password is what is seen in bold on step 5.
  10. If the admin changes their password in Volusion, you will need to follow these same steps to receive a new encrypted password.

Amazon

    Contact Acctivate Support here for assistance setting up the Amazon Webstore Integration.

    WooCommerce

    1. WooCommerce requires that you turn on Permalinks in WordPress through Settings > Permalinks. Typically, it is suggested to use the Post Name option.
    2. Enable the REST API within WooCommerce. Go to WooCommerce > Settings and click on the Advanced tab. On the Advanced tab find and select the REST API option.
    3. Select to Add Key.
    4. Select the user you would like to generate a key for in the User field and add a description. Choose the level of access for the key to be Read/Write. Then select the Generate API Key.
    5. You'll see two keys and a QRCode. You will not be able to see the API keys again in WooCommerce so make sure to copy them or take a screenshot so that you can access them later.
    6. Create the WooCommerce template in Acctivate.
    7. Add the URL EXACTLY as you see it in WordPress Settings > General. Use the Site Address (URL).
    8. Add the Consumer Key and Consumer Secret from the API key you just generated.

    EBay

    1. Set up template.
    2. Run sync.
    3. Sync log will contain a URL to allow Acctivate to access the user's web store. Double click or Ctrl-C URL, log in with eBay credentials, press button to authorize the connection.
    4. Re-run sync.

    Note: Authentication URL expires in 5 minutes from the time it is generated. There may also be a time limit between the pressing the authorize button and re-running sync. Therefore, it is important to complete steps 2-4 promptly. Running steps 2-4 will generate an an Access Token stored as a template option. That token will expire after 18 months. Once it is expired, the user will then have to clear the Access Token template option and repeat steps 2-4.

    Shift4Shop

    1. Create the template in Acctivate.
    2. On the Source page, choose Shift4Shop as the Type and enter your store URL.
    3. Click Connect.
    4. Login with your web store credentials.
    5. Follow on screen instructions. When the authorization is complete, you'll be redirected to an Acctivate page instructing you to continue the setup in Acctivate.
    6. Click Next until you get to the Import screen.
    7. Click Import Orders.

    3dcart (Legacy)

    1. Contact the Shift4Shop Support team to request that they enable the SOAP API for your store. They will send you a User Key. 

    2. Create the template in Acctivate. 

    3. On the Source page, choose 3dCart as the Type and enter your store URL as the Service URL. Enter the user key given to you by Shift4Shop support as the API User Key. 

     

    Please contact the Acctivate Support Team if you have another one of our supported webstore services.