Setup Unify Enterprise Automation Configurations

General Data and Settings: 

Download Configuration - Download configuration from your online store such as configurations, categories etc. This may not change very frequently so you can schedule it in long time intervals

 

 

QuickBooks Tasks - You can use this are to specify a regular interval of time for data and settings (customers, items, accounts, vendors, other data etc) to be downloaded from your QuickBooks file.

 

Orders Automation: 

 

Download Orders - Download new orders from your online store into Unify Enterprise. This should be configured based on the frequency with which you expect to receive new orders in your store.

 

Post to  QuickBooks -  This settings tells Unify Enterprise to post the order to QuickBooks at your specified time intervals. In case you want to edit the pre-conditions for posting to Quickbooks (recommended), click settings, which is next to post to QuickBooks.

 

 

Retrieve tracking ID - This feature automatically retrieves the tracking id from QuickBooks, at specified intervals. This works only if you have the QuickBooks Shipping Manager enabled and in use.

 

Post to Store (notify customers) - This should be configured based on the frequency of your orders and how often you want to post back updates to your Store.

 

Inventory Automation: 

You can also setup the scheduler to update your QuickBooks product or online store product, on the basis of price or quantity or both. 

 

Things to remember:

  • Automatic syncing can be done between 15min - 24hrs.  The more products you have to sync, the automatic syncing time should be also increased.  
  • When updating the QuickBooks products, either price or quantity can be synced
  • When updating the Online store product, both price and/or quantity can be synced

Step 1: Enable the Product Scheduler

Step 2 : Once the master inventory location has been established, select the location to update. 
Step 3 : Select the information to sync
Step 4 : Click Save to save the settings.  
 
The settings can be saved until you are ready to start the scheduler .  

 

Customer Automation with Mailchimp: 

If you use MailChimp and you want to automatically take all your online store customers and create opt-in and opt-out lists in MailChimp and keep those lists updated, select this option.

Things to remember:

 

The settings can be saved until you are ready to start the scheduler .

 

Next Steps :

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Based on our last 100 reviews, online sellers Webgility

Powered by Zendesk