Connect eCC Desktop to Volusion


Notes:

1. Only Volusion Pro and Premium customers can use the eCC Integration
2. You can only download the orders and items from the store. Other information, like manufacturers, tax classes, categories etc. will not be downloaded
3. The customer’s mail ID would not be downloaded into eCC.
 
4. You cannot cancel an order from eCC.
5. You cannot transfer customers from QB / POS to the online store.
6. You can create the items in the store from QuickBooks using eCC, but it would only add the item SKU, price, weight and quantity. You will have to add the categories, manufacturers etc manually, once the item is created in the store.
7. You cannot set an ‘order download batch’ from eCC, as Volusion sets a default batch of 100 orders/ items.

 

Give your store a name to be used within eCC and select Volusion as the store type from the drop down list.

 

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A connection to Volusion only requires your Generic API URL. Enter that and click connect to store to begin downloading the store data and settings. The Generic API URL can be obtained by following the instructions below.

 

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How to retrieve the Generic API URL from the Volusion admin area:

 

1. Login to the Volusion admin area, and select the Import/Export option from under the Inventory Menu.

 

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2. Once you are at the "Data Import" page, click on the ‘Volusion API’ link

 

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3. Once you reach the ‘Volusion API’ page, scroll down for the Generic section and then to Generic\Orders, click on the ‘Run’ button.

 

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4.  Click 'run' to get the API URL

 

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Adding your Store Address

 

 

The store address should be the "from" address that you are going to be shipping from.  A company logo can be added that will be seen on the packing slip used in eCC.

 

The local date format is formatted for United States format, if you are utilizing a different format in your location, that can be selected here.  Click Next to continue.

 

Connect to QuickBooks

 

If you are connecting to QuickBooks, choose the version you need to connect to as well as select the company file location. The exact location of the company file can be obtained by pressing  'ctrl+1' on the keyboard. As soon as you put in the location, click on connect to QuickBooks to more to the next step. Remember, before you click on connect to QuickBooks, you need to have your company file open in single user and admin mode. As soon as connected, eCC will download data and settings from QuickBooks. Click continue to proceed

 

 

If you are using POS, you need to put in the the company datafile name (viewable on the extreme top left of the screen). You also need to put in the POS version and POS server computer name The POS Server computer name can be obtained by going to my compter in Windows and clicking properties. The Computer Name displayed there, would be the same as the POS Server computer name. As soon as connected, eCC will download data and settings from QuickBooks. Click continue to proceed

 

 

Order Processing Settings

 

 

Posting to QuickBooks Settings: Herein, you need to tell eCC, how to record orders into QuickBooks. You also need to tell eCC how to identify customers in QuickBooks and Products in the store.

 

Payment and Shipment Settings: Since you are using eCC to process shipping, check the box to use eCC to generate shipping labels.  You can setup the specific shipping processors later in the store configuration. If you are connecting your payment processor to eCC, to process order payments after the order is shipped, the box can be checked to do that.  The specific payment rules can be setup in the store configuration.

 

Identify what your online order status mean: In this area, you can setup how eCC interprets the order status used in your online store.  Hover over the "?" to find out more information about how each status is handled in eCC.  If you only want a specific orders to be downloaded by eCC based on order status, that can be setup in the Orders screen of the store configuration.

 

Start downloading orders from: Here, you need to tell eCC when to start downloading orders from (Last 7 days, Last 30 days etc)

 

Click Next to continue.

 

Ready to Roll

 

 

You are now ready to process orders, so you should click "Let's Go" to proceed to the dashboard and eCC will download your 50 recent orders.

 

Detailed Settings can be configured after you proceed to the dashboard and your orders have been downloaded.  This can be done by opening eCC and going to File >> Configure Stores.

 


 

IMPORTANT: Once you have downloaded an order/Item, you cannot redownload them. You will have to reset the order/Item download date from Volusion store to enable the downloading of orders again.  Click here to learn more about this process. 

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