Volusion Integration

TABLE OF CONTENTS

• Volusion Steps
• Shipedge Steps

Volusion Steps

To get access to export the Volusion order table via XML, do the following:

Log into the Volusion Administration Page.

1. Click on the inventory tab and select the Import/Export option.
2. This will take you to the Data Import/Export tools page. Click on the Volusion API option.
3. To get access to an export XML, scroll down the page to the Generic section and click on RUN
4. A new URL will be available please make sure to copy and place it in a safe place this link is vital for the Shipedge configuration side.
   1. URL orders, URL generated by Volusion API.

Shipedge Steps

1. In your OMS, navigate to your My Account -> Preferences section and click on the Channel Automation tab.
2. Look up the Volusion integration. Click on it and name your Store then click on Add New Store.An alert will be displayed, click on Ok.
3. New options will be available first, API parameters. It will only ask you for the URL we generated in the Volusion configuration section. Please copy the URL here.
   1. Status: “Processing” for automatic input.
   2. “Ready to Ship” requires someone to approve the orders on the Volusion side by changing the status manually.
4. Make sure you have the Get Orders function running. Click the Get orders button
   1. * It is recommended to run this while the warehouse is closed so you have time to cancel orders if necessary.
5. Update inventory.
   1. Please check the box on Update Tracking Number.
   2. ****We highly suggest you do NOT check these two boxes in the Update Inventory section until your SKUs have been received into the Warehouse Management System. This will prevent any discrepancies in your inventory quantities on Volusion Store.
6. Update tracking will insert the tracking numbers and update the status of the orders to: “Shipped”.
   1. Important: Every time you change /reset your Administrator’s password in Volusion, you will need to re-generate the URL-Key (steps above).
7. Important every time you change/reset your Admin password, you will need to regenerate the URL-Key.
8. The following sections do not need configurations.
9. Save your configuration. Click on the Save Configuration button placed above the API parameters section.
10. Address Verification, Residential Check, and Ship Method Translator.
    1. Hover on the Orders section and then select Integrations. Then, look up the Volusion integration name you set up before.
    2. Click on the tool icon and check the Address Verification & Residential Check.
    3. Ship Methods and API Errors.
       1. As this is considered a new integration some orders may initially come in with an API Error. As they do please be sure to map the ship methods to prevent errors on future orders.
          You can also map the Ship Methods by clicking the Checklist Icon and then selecting ShipMethod Translator.
11. Congrats, The integration setup is now completed.