This article outlines the steps required to configure your Infusionsoft integration. Steps include:
- Configure product SKUs.
- Gather store shipping methods.
- Enable inventory tracking.
- Enable custom fields.
- Review order status.
Configure the product SKU
Stock keeping units (SKU) are merchant-defined codes that uniquely identify products in a warehouse. It is critical that the SKUs defined in Infusionsoft exactly match the SKUs loaded into your warehouse management system.
Gathering Shipping Methods
Most businesses have unique shipping needs that are based on a variety of factors and limitations. Once the Merchant has decided which methods (and/or carriers) to offer, the only thing shoppers need to do is choose a method when they place their orders. As part of the third-party fulfillment setup process a mapping must be created from each available shipping description offered in the eCommerce system to the unique shipping code used by the fulfillment center.
Enable inventory tracking
Inventory Tracking is available with Infusionsoft.
Enable Custom Fields
Custom fields can be used in Infusionsoft to enable DropStream to communicate the tracking number, ship date, and any other custom information that is required.
Review order status
Setting the integration to Enabled will begin the process of automatically sending orders from the eCommerce cart your warehouse management system. During the automated fulfillment process, orders will be shown with status. Order statuses include:
- Paid - Orders with a status of Paid will be imported and processed.
Note: It is also possible to remove this condition, so that DropStream will process orders even when the status is not Paid. To do so, Enable Custom Fields for Infusionsoft.