Marketplace, commerce and CRM connectors
For implementers who connect Supply Lens to commerce platforms such as Magento, BigCommerce, eBay, Faire and Mirakl, to point-of-sale and back-office systems, and to CRMs such as HubSpot and Pipedrive. You'll learn the patterns every connector shares first, then work through each connector's settings grouped by the decision they answer, with worked scenarios and the gotchas that catch people out.
Best taken afterConnecting your systems
Earn a certificate. Complete every lesson and pass all 19 module quizzes (pass mark 80%).
Sign in to take partCourse modules
Module 1
How commerce connectors work
The flows, setup steps and settings patterns that every commerce connector shares.
- How commerce connectors workThe four flows almost every storefront and marketplace project is built from, and which Document types each connector in this course offers. 7 min
- Connect a commerce connectorThe setup sequence every connector follows, what differs on the connection forms, and how to get to a safe first run. 8 min
- Control what gets importedThe start date, import watermark, import delay and status filters that decide which orders reach Supply Lens, and how they combine. 7 min
- Customers, locations and totalsHow connectors decide who the customer is, which warehouse fulfils the order, and how the expected payable check protects order totals. 7 min
- Tags and tag mapsHow connectors attach tags to Documents, how tag generation rules create your own, and how tag maps turn tags into values in another system. 8 min
- Module quizCheck your understanding of this module.
Module 2
Magento
Import Magento orders and credit memos, resolve product options, and send shipments and stock back.
- Import Magento ordersChoose which Magento orders come in, who the customer is, how bundles expand and which currency amounts are used. 8 min
- Product options, order metadata and tagsResolve Magento custom options into readable names, pull shipping instructions from custom metadata, and generate tags from order fields. 7 min
- Shipments, stock and credit memosUpdate Magento shipments, push stock to the right inventory source without hitting rate limits, and import credit memos. 7 min
- Module quizCheck your understanding of this module.
Module 3
BigCommerce
Connect with a credentials file, import orders and product updates, and keep stock in step.
Module 4
B2B Wave
Import wholesale orders with their delivery dates, sales reps and customer discounts, and send stock.
Module 5
Cin7 Core and Cin7 Omni
Import Cin7 Core orders with customer and status filters, and work with Cin7 Omni orders and shipments.
- Import Cin7 Core ordersBring Cin7 Core sales into Supply Lens, filtered by customer and by the two kinds of status Cin7 Core tracks. 6 min
- Cin7 Omni orders and shipmentsCreate orders in Cin7 Omni with BOM, project and member settings, and import its despatched shipments by stage and member. 7 min
- Module quizCheck your understanding of this module.
Module 6
eBay
Import eBay orders, get the tax treatment right across marketplaces, and send stock.
- Import eBay ordersChoose which eBay orders come in by fulfilment status, assign the customer and Location, and carry extra order data as tags. 6 min
- eBay tax and inventoryHandle orders where eBay sends no tax, orders where eBay collects the tax itself, and choose between the current and legacy stock APIs. 8 min
- Module quizCheck your understanding of this module.
Module 7
Faire
Import Faire wholesale orders, choose how tax and commission appear, and send stock by location.
- Import Faire ordersConnect Faire with an access token, choose which order states to import, assign the retailer and Location, and send stock from the right warehouses. 6 min
- Faire tax and commissionChoose whether tax comes from Faire's payout or from your Products, force tax codes where needed, and decide whether Faire's commission appears on the order. 8 min
- Module quizCheck your understanding of this module.
Module 8
Mirakl
Import orders from Mirakl-based marketplaces without losing acceptance or customer details.
Module 9
Etsy
Import Etsy orders with the shared import-window settings.
Module 10
Wix and Duda
Import website orders from Wix and Duda and choose which ones to bring in.
Module 11
Epos Now
Bring Epos Now till transactions into Supply Lens as orders.
Module 12
Linnworks
Import Linnworks orders and purchase orders.
Module 13
Itsperfect
Import Itsperfect orders filtered by warehouse.
Module 14
Business Central
Import orders, purchase orders and shipments from Microsoft Dynamics 365 Business Central.
Module 15
Capacity
Send orders to Capacity with the right ship method and residential flag, and import shipments.
Module 16
Coda Commerce
Translate shipping services on orders and import shipments within a time window.
Module 17
Costco
Collect Costco order files from SFTP and import them against a fixed customer.
Module 18
Lenhams
Send orders to Lenhams and import shipments over AS2.
Module 19
CRM connectors - HubSpot and Pipedrive
Turn HubSpot deals into orders, and keep Pipedrive deals in step with quotes and orders.
- Turn HubSpot deals into ordersHow CRM connectors differ from shops, and how to import HubSpot deals as orders from chosen pipeline stages. 6 min
- Create Pipedrive deals from ordersPlace each order's deal in the right pipeline and stage, link it to the right organisation and contact, and fill custom fields, products and a link back to the source record. 8 min
- Keep Pipedrive deals in stepMark quote deals won when they convert, move or close deals when orders complete, and mark deals lost with the right reason when orders are cancelled. 7 min
- Module quizCheck your understanding of this module.