Below are legacy or less commonly supported web stores that are available to be configured in Acctivate.

3dcart

3dcart is an e-commerce platform offering sales order, inventory, and customer management.

3dcart Setup

To create a 3dcart (legacy) template, perform the following steps:

  1. Go to File → Import Sales Orders and click Create to create a new template.
  2. In the Add Template screen, enter the following information:
    • ID: Enter the web store ID. This name must be unique and it's recommended that there are no spaces . It is limited to 15 characters. This name can be displayed in the Order Manager as the Origin ID.
    • Name: This is the user friendly name that will appear in the Web Store Sync window. This can be up to 50 characters and may contain spaces.
    • Notes: Optionally, enter any Notes. Notes entered here are only visible when editing this web store template.
    • Type: Select the Type of Web Store.
  3. Click Next.
  4. On the Source screen, use the drop-down in the upper right and select 3dcart (legacy). Enter the Service URL (example: www.mystore.com). In the API User Key field, enter your user key which can be found within the admin of your 3dcart store by going to Modules → Soap API. Click Next.
  5. On the Options screen, enter the timestamp of the last web order number that was imported.
  6. Click Next until you reach the Import screen. Click Import Orders to begin the import.

3dcart Options

Below are the 3dCart web store template options.

Template Option Value Definition
Automatically retry importing skipped orders Yes/No If the Skip orders with warnings web store option is enabled, skipped orders will be added to the Web Orders tab of the Business Alerts window.

If this option is set to Yes, Acctivate will try to import the skipped orders after completing the import of new orders.

If set to No, Acctivate will not attempt to resync the skipped orders as part of the web store sync. Instead, you must resync the orders from the Business Alerts window.
Comma-separated Warehouse IDs for inventory export WH ID Applies to products that have the Available on web option enabled.

Leave blank to export availability for all warehouses, or specify Warehouse IDs to export. For multiple warehouses, separate each ID with a comma. The total availability will be sent to 3dcart.
Create customers for guests Yes/No When set to Yes, Acctivate will create a customer for "guest" customers (customers who have checked out without setting up a customer account for your 3dcart store) by using the customer information included in the Sales Order.

When set to No, if Acctivate cannot match to an existing customer, the customer will be left blank on the sales order. Regardless of the option selection, Acctivate will always attempt to match to an existing customer first.
Create reminders for warnings (Business Alerts) Yes/No When set to Yes, if orders are imported with warnings (e.g., the Skip orders with warnings is not enabled), Acctivate will create a note with the warnings and assign it to the user who performed the sync. Notes can be viewed in the Reminders tab of the Business Alerts window.
Date/Time format yyyy'-'MM'-'dd'T'HH':'mm':'ss'Z' Acctivate will use this date/time format instead of the syncing computer's date/time format when parsing 3dcart date/times. If this option value is blank, Acctivate will use the syncing computer's date/time format.
Default ship qty 1)Invoiced 2)Ordered 3)Scheduled 1, 2, 3
  1. Send Invoiced Quantity back to web store as the "Shipped" qty
  2. Send Ordered Quantity as the "Shipped" qty
  3. Send Scheduled Quantity as the "Shipped" qty
If set to "3", the web store sync should be run before invoicing since invoicing will change the Scheduled quantity. 1 (Send Invoiced Quantity) is the recommended option.

When using the Invoiced qty, kit products will have their shipped quantity exported based on the total number of kits that can be made from the packaged/shipped components. If no shipment detail lines exist, e.g. Packaging Manager was not used, the invoiced qty will be sent.
Default tax code on detail disc/charge to parent's Yes/No If an item has a discount or additional charge, the discount or charge will be imported as it's own order line.

When this option is set to Yes, that discount/charge line will use the tax code that is assigned to the related "parent" product.

If set to No, the discount/charge will default to the tax code assigned to it.
Import customers Yes/No When this option is set to No, Acctivate only imports orders and then creates customers from the sales order information.

With this option set to Yes, customer information will be imported separately from Orders and customers will be created based on the 3dcart customer account information. In some cases, a customer may create an account your 3dcart store, but not create an order, so it's possible for customers to be created without a related order.
Import orders Yes/No When set to Yes, Acctivate will import sales orders from 3dcart.

When set to No, Acctivate will not import orders, but will (optionally) import customers.
Locale for Date formats en-US and more. Dates are formatted based on the locale defined here. Represented as the ISO 639-1 code followed by the ISO 3166-1 Alpha-2 code, e.g., en-US, en-GB, en-CA, etc.
Show advanced configuration settings Yes/No Generally used by the Acctivate Support team. Setting this option to Yes will unlock more advanced template options as well as allow the adding and editing of the Source Values.
Timestamp of the last web order imported Timestamp Each sync will start at this value. After a sync is completed, this timestamp will update to reflect the creation timestamp of the last order imported so that the next sync looks for orders created since the last sync.
URL is for webservice instead of storefront Yes/No Typically, this option should remain it's default setting (No).

When set to No, the store front URL entered on the Source screen will be formatted to match the web store's web service URL (this formatting is not seen in the template, but rather occurs during the API calls made by Acctivate).

If the URL entered on the Source screen is the web service URL, then set this option to Yes to prevent additional formatting of the URL.
Verbose logging Yes/No When set to Yes, Acctivate will create logs of each the web store requests and responses, as well as data transformations for each sync.

When set to No, only the sync messages log is saved. Logs can be located in the Web Store log folder. It's recommended that this option is set to No unless you are troubleshooting.

AspDotNetStorefront

AspDotNetStorefront is an e-commerce platform offering sales order, inventory, and customer management.

AspDotNetStorefront Setup

To create an AspDotNetStorefront template, perform the following steps:

  1. Go to File → Import Sales Orders and click Create to create a new template.
  2. In the Add Template screen, enter the following information:
    • ID: Enter the web store ID. This name must be unique and it's recommended that there are no spaces . It is limited to 15 characters. This name can be displayed in the Order Manager as the Origin ID.
    • Name: This is the user friendly name that will appear in the Web Store Sync window. This can be up to 50 characters and may contain spaces.
    • Notes: Optionally, enter any Notes. Notes entered here are only visible when editing this web store template.
    • Type: Select the Type of Web Store.
  3. Click Next.
  4. On the Source screen, use the drop-down in the upper right and select AspDotNetStorefront. Enter the Store URL, and the Admin Username and Password and click Next.
  5. On the Options screen, enter the last web order number that was imported. Acctivate will import the order immediately after this order number.
  6. Click Next until you reach the Import screen. Click Import Orders to begin the import.

AspDotNetStorefront Options

Below are the AspDotNetStorefront web store template options.

Template Option Value Definition
Automatically retry importing skipped orders Yes/No If the Skip orders with warnings web store option is enabled, skipped orders will be added to the Web Orders tab of the Business Alerts window.

If this option is set to Yes, Acctivate will try to import the skipped orders after completing the import of new orders.

If set to No, Acctivate will not attempt to resync the skipped orders as part of the web store sync. Instead, you must resync the orders from the Business Alerts window.
Comma-separated Warehouse IDs for inventory export WH ID Applies to products that have the Available on web option enabled.

Leave blank to export availability for all warehouses, or specify Warehouse IDs to export. For multiple warehouses, separate each ID with a comma. The total availability will be sent to AspDotNetStorefront.
Create customers for guests Yes/No When set to Yes, Acctivate will create a customer for "guest" customers (customers who have checked out without setting up a customer account for your AspDotNetStorefront store) by using the customer information included in the Sales Order.

When set to No, if Acctivate cannot match to an existing customer, the customer will be left blank on the sales order. Regardless of the option selection, Acctivate will always attempt to match to an existing customer first.
Create reminders for warnings (Business Alerts) Yes/No When set to Yes, if orders are imported with warnings (e.g., the Skip orders with warnings is not enabled), Acctivate will create a note with the warnings and assign it to the user who performed the sync. Notes can be viewed in the Reminders tab of the Business Alerts window.
Date/Time format yyyy'-'MM'-'dd'T'HH':'mm':'ss'Z' Acctivate will use this date/time format instead of the syncing computer's date/time format when parsing AspDotNetStorefront date/times. If this option value is blank, Acctivate will use the syncing computer's date/time format.
Default ship qty 1)Invoiced 2)Ordered 3)Scheduled 1, 2, 3
  1. Send Invoiced Quantity back to web store as the "Shipped" qty
  2. Send Ordered Quantity as the "Shipped" qty
  3. Send Scheduled Quantity as the "Shipped" qty
If set to "3", the web store sync should be run before invoicing since invoicing will change the Scheduled quantity. 1 (Send Invoiced Quantity) is the recommended option.

When using the Invoiced qty, kit products will have their shipped quantity exported based on the total number of kits that can be made from the packaged/shipped components. If no shipment detail lines exist, e.g. Packaging Manager was not used, the invoiced qty will be sent.
Default tax code on detail disc/charge to parent's Yes/No If an item has a discount or additional charge, the discount or charge will be imported as it's own order line.

When this option is set to Yes, that discount/charge line will use the tax code that is assigned to the related "parent" product.

If set to No, the discount/charge will default to the tax code assigned to it.
Export carrier when exporting shipments Yes/No Allows the carrier information to be sent back with shipping information from order
Export inv qty by stocking unit not sales unit Yes/No Applies to products that have the Available on web option enabled.

When set to No, a product's Available quantity will be converted to the product's default sales unit and exported (when the "Export inventory" option is set to Yes).

If set to Yes, the product's Available quantity will be exported in stocking units.
Export inventory Yes/No Applies to products that have the Available on web option enabled.

When set to Yes, the product's Available quantity is sent back to AspDotNetStorefront.
Export inventory by alternate product ID Yes/No Applies to products that have the Available on web option enabled.

When set to No, Acctivate will export inventory availability by the Acctivate Product ID.

When set to Yes, the inventory availability will be exported using the product's Primary Alt Product ID.

Note: If the product has a web store specific Alternate Product ID (i.e., an Alternate Product ID linked to this template on the Alt ID's tab of the Enter Product window), then this option will be ignored and the web store specific Alt Product ID will be used for the inventory availability export (the Product ID and Primary Alt Product ID will not be exported).
Export shipments Yes/No If set to Yes, Acctivate will export shipment information to AspDotNetStorefront during the web store sync.
Export shipments having empty packages Yes/No At the time of invoicing, Acctivate will determine the quantities shipped based on the items packaged in Packaging Manager, or the invoiced quantities (see Default ship qty option).

If the items are not packaged in Packaging Manager, Acctivate will be unable to determine the products and quantities per package, therefore all the items and quantities will be associated with the first package in a shipment.

When this option is set to Yes, only packages with items and quantities will be exported.

When this option is set to No, no packages will be exported if there are one or more packages in a shipment that aren't associated with items.

If you package shipments outside of Acctivate and then import in multiple package tracking numbers for a single order, it is recommended that this option be set to Yes in order for the first package to export properly.
Import bundles at default price and adjust Yes/ No When set to Yes, the prices for products in a bundle will come from Acctivate, and an additional line for each bundle will automatically be added to the order to balance the price of the bundle from the web store with the prices in Acctivate.

If set to No, the bundle price from the web store is used and no adjusting line is needed.
Import customers Yes/No When this option is set to No, Acctivate only imports orders and then creates customers from the sales order information.

With this option set to Yes, customer information will be imported separately from Orders and customers will be created based on the AspDotNetStorefront customer account information. In some cases, a customer may create an account your AspDotNetStorefront store, but not create an order, so it's possible for customers to be created without a related order.
Import orders Yes/No When set to Yes, Acctivate will import sales orders from AspDotNetStorefront.

When set to No, Acctivate will not import orders, but will (optionally) import customers.
Last web order number imported AspDotNetStorefront order number This is the last web order number that has been imported in. Acctivate will download the next order number and beyond.
Locale for Date formats en-US and more. Dates are formatted based on the locale defined here. Represented as the ISO 639-1 code followed by the ISO 3166-1 Alpha-2 code, e.g., en-US, en-GB, en-CA, etc.
Show advanced configuration settings Yes/No Generally used by the Acctivate Support team. Setting this option to Yes will unlock more advanced template options as well as allow the adding and editing of the Source Values.
URL is for webservice instead of storefront Yes/No Typically, this option should remain it's default setting (No).

When set to No, the store front URL entered on the Source screen will be formatted to match the web store's web service URL (this formatting is not seen in the template, but rather occurs during the API calls made by Acctivate).

If the URL entered on the Source screen is the web service URL, then set this option to Yes to prevent additional formatting of the URL.
Verbose logging Yes/No When set to Yes, Acctivate will create logs of each the web store requests and responses, as well as data transformations for each sync.

When set to No, only the sync messages log is saved. Logs can be located in the Web Store log folder. It's recommended that this option is set to No unless you are troubleshooting.

CoreCommerce

CoreCommerce is an e-commerce platform offering sales order, inventory, and customer management.

CoreCommerce Setup

To create an CoreCommerce template, perform the following steps:

  1. Go to File → Import Sales Orders and click Create to create a new template.
  2. In the Add Template screen, enter the following information:
    • ID: Enter the web store ID. This name must be unique and it's recommended that there are no spaces . It is limited to 15 characters. This name can be displayed in the Order Manager as the Origin ID.
    • Name: This is the user friendly name that will appear in the Web Store Sync window. This can be up to 50 characters and may contain spaces.
    • Notes: Optionally, enter any Notes. Notes entered here are only visible when editing this web store template.
    • Type: Select the Type of Web Store.
  3. Click Next.
  4. On the Source screen, use the drop-down in the upper right and select CoreComerce. Enter the Service URL, and the Admin Username and Password and click Next.
  5. On the Options screen, enter the Store name and XML Key. Access these values from the CoreCommerce Admin site by clicking on the "Settings" menu item to open settings page and click on Store API. Enter the timestamp of the last web order number that was imported.
  6. Click Next until you reach the Import screen. Click Import Orders to begin the import.

CoreCommerce Options

Below are the CoreCommerce web store template options.

Template Option Value Definition
Automatically retry importing skipped orders Yes/No If the Skip orders with warnings web store option is enabled, skipped orders will be added to the Web Orders tab of the Business Alerts window.

If this option is set to Yes, Acctivate will try to import the skipped orders after completing the import of new orders.

If set to No, Acctivate will not attempt to resync the skipped orders as part of the web store sync. Instead, you must resync the orders from the Business Alerts window.
Comma-separated Warehouse IDs for inventory export WH ID Applies to products that have the Available on web option enabled.

Leave blank to export availability for all warehouses, or specify Warehouse IDs to export. For multiple warehouses, separate each ID with a comma. The total availability will be sent to CoreCommerce.
Create customers for guests Yes/No When set to Yes, Acctivate will create a customer for "guest" customers (customers who have checked out without setting up a customer account for your CoreCommerce store) by using the customer information included in the Sales Order.

When set to No, if Acctivate cannot match to an existing customer, the customer will be left blank on the sales order. Regardless of the option selection, Acctivate will always attempt to match to an existing customer first.
Create reminders for warnings (Business Alerts) Yes/No When set to Yes, if orders are imported with warnings (e.g., the Skip orders with warnings is not enabled), Acctivate will create a note with the warnings and assign it to the user who performed the sync. Notes can be viewed in the Reminders tab of the Business Alerts window.
Date/Time format yyyy'-'MM'-'dd'T'HH':'mm':'ss'Z' Acctivate will use this date/time format instead of the syncing computer's date/time format when parsing CoreCommerce date/times. If this option value is blank, Acctivate will use the syncing computer's date/time format.
Default ship qty 1)Invoiced 2)Ordered 3)Scheduled 1, 2, 3
  1. Send Invoiced Quantity back to web store as the "Shipped" qty
  2. Send Ordered Quantity as the "Shipped" qty
  3. Send Scheduled Quantity as the "Shipped" qty
If set to "3", the web store sync should be run before invoicing since invoicing will change the Scheduled quantity. 1 (Send Invoiced Quantity) is the recommended option.

When using the Invoiced qty, kit products will have their shipped quantity exported based on the total number of kits that can be made from the packaged/shipped components. If no shipment detail lines exist, e.g. Packaging Manager was not used, the invoiced qty will be sent.
Default tax code on detail disc/charge to parent's Yes/No If an item has a discount or additional charge, the discount or charge will be imported as it's own order line.

When this option is set to Yes, that discount/charge line will use the tax code that is assigned to the related "parent" product.

If set to No, the discount/charge will default to the tax code assigned to it.
Export carrier when exporting shipments Yes/No Allows the carrier information to be sent back with shipping information from order
Export inv qty by stocking unit not sales unit Yes/No Applies to products that have the Available on web option enabled.

When set to No, a product's Available quantity will be converted to the product's default sales unit and exported (when the "Export inventory" option is set to Yes).

If set to Yes, the product's Available quantity will be exported in stocking units.
Export inventory Yes/No Applies to products that have the Available on web option enabled.

When set to Yes, the product's Available quantity is sent back to CoreCommerce.
Export inventory by alternate product ID Yes/No Applies to products that have the Available on web option enabled.

When set to No, Acctivate will export inventory availability by the Acctivate Product ID.

When set to Yes, the inventory availability will be exported using the product's Primary Alt Product ID.

Note: If the product has a web store specific Alternate Product ID (i.e., an Alternate Product ID linked to this template on the Alt ID's tab of the Enter Product window), then this option will be ignored and the web store specific Alt Product ID will be used for the inventory availability export (the Product ID and Primary Alt Product ID will not be exported).
Export shipments Yes/No If set to Yes, Acctivate will export shipment information to CoreCommerce during the web store sync.
Export shipments having empty packages Yes/No At the time of invoicing, Acctivate will determine the quantities shipped based on the items packaged in Packaging Manager, or the invoiced quantities (see Default ship qty option).

If the items are not packaged in Packaging Manager, Acctivate will be unable to determine the products and quantities per package, therefore all the items and quantities will be associated with the first package in a shipment.

When this option is set to Yes, only packages with items and quantities will be exported.

When this option is set to No, no packages will be exported if there are one or more packages in a shipment that aren't associated with items.

If you package shipments outside of Acctivate and then import in multiple package tracking numbers for a single order, it is recommended that this option be set to Yes in order for the first package to export properly.
Import customers Yes/No When this option is set to No, Acctivate only imports orders and then creates customers from the sales order information. With this option set to Yes, customer information will be imported separately from Orders and customers will be created based on the CoreCommerce customer account information. In some cases, a customer may create an account your CoreCommerce store, but not create an order, so it's possible for customers to be created without a related order.
Import orders Yes/No When set to Yes, Acctivate will import sales orders from CoreCommerce.

When set to No, Acctivate will not import orders, but will (optionally) import customers.
Locale for Date formats en-US and more. Dates are formatted based on the locale defined here. Represented as the ISO 639-1 code followed by the ISO 3166-1 Alpha-2 code, e.g., en-US, en-GB, en-CA, etc.
Show advanced configuration settings Yes/No Generally used by the Acctivate Support team. Setting this option to Yes will unlock more advanced template options as well as allow the adding and editing of the Source Values.
Store name Text Access the Store name from the CoreCommerce Admin site by clicking on the "Settings" menu item to open settings page and click on Store API.
Timestamp of the last web order imported Timestamp Each sync will start at this value. After a sync is completed, this timestamp will update to reflect the creation timestamp of the last order imported so that the next sync looks for orders created since the last sync.
URL is for webservice instead of storefront Yes/No Typically, this option should remain it's default setting (No).

When set to No, the store front URL entered on the Source screen will be formatted to match the web store's web service URL (this formatting is not seen in the template, but rather occurs during the API calls made by Acctivate).

If the URL entered on the Source screen is the web service URL, then set this option to Yes to prevent additional formatting of the URL.
Verbose logging Yes/No When set to Yes, Acctivate will create logs of each the web store requests and responses, as well as data transformations for each sync.

When set to No, only the sync messages log is saved. Logs can be located in the Web Store log folder. It's recommended that this option is set to No unless you are troubleshooting.
XML Key (from Settings -> Store API) Text Access the XML Key name from the CoreCommerce Admin site by clicking on the "Settings" menu item to open settings page and click on Store API.

Magento (v1)

Magento v1 is an e-commerce platform offering sales order, inventory, and customer management. Magento v1 is legacy and therefore we suggest using the Adobe Commerce (formerly Magento) integration.

Magento v1 Setup

To create Magento v1 template, perform the following steps:

  1. In Magento's admin profile, you will need to set up a new Webservice Role and User if they are not already set up.
  2. To create a new Webservice Role, go to System → Web Services → Roles. Add a new role called All and set Role Resources to All.
  3. To create a new Webservice User, go to System → Web Services → Users. Add a user called Webservice and enter in a password for that account into the API Key field (e.g., use the same password as the admin password for Magento). Assign that user to the Role created in the previous step.1. In Acctivate, go to File → Import Sales Orders and click Create to create a new template.
  4. In the Add Template screen, enter the following information:
    • ID: Enter the web store ID. This name must be unique and it's recommended that there are no spaces . It is limited to 15 characters. This name can be displayed in the Order Manager as the Origin ID.
    • Name: This is the user friendly name that will appear in the Web Store Sync window. This can be up to 50 characters and may contain spaces.
    • Notes: Optionally, enter any Notes. Notes entered here are only visible when editing this web store template.
    • Type: Select the Type of Web Store.
  5. Click Next.
  6. On the Source screen, use the drop-down in the upper right and select Magento (legacy).
  7. Enter the Store URL when prompted. URL should follow this format: http://magentohost/api/xmlrpc/ (where magentohost is the domain for the webstore).
  8. Enter the Webservice User that you created in Magento.
  9. The Webservice API will be the password that you entered for the 'Webservice' user.
  10. Click Next.
  11. On the Options screen, enter the timestamp of the last web order number that was imported.
  12. Click Next until you reach the Import screen. Click Import Orders to begin the import.

Magento Options

Below are the Magento v1 web store template options.

Template Option Value Definition
Automatically retry importing skipped orders Yes/No If the Skip orders with warnings web store option is enabled, skipped orders will be added to the Web Orders tab of the Business Alerts window.

If this option is set to Yes, Acctivate will try to import the skipped orders after completing the import of new orders.

If set to No, Acctivate will not attempt to resync the skipped orders as part of the web store sync. Instead, you must resync the orders from the Business Alerts window.
Comma-separated Warehouse IDs for inventory export WH ID Applies to products that have the Available on web option enabled.

Leave blank to export availability for all warehouses, or specify Warehouse IDs to export. For multiple warehouses, separate each ID with a comma. The total availability will be sent to Magento.
Create customers for guests Yes/No When set to Yes, Acctivate will create a customer for "guest" customers (customers who have checked out without setting up a customer account for your Magento store) by using the customer information included in the Sales Order.

When set to No, if Acctivate cannot match to an existing customer, the customer will be left blank on the sales order. Regardless of the option selection, Acctivate will always attempt to match to an existing customer first.
Create reminders for warnings (Business Alerts) Yes/No When set to Yes, if orders are imported with warnings (e.g., the Skip orders with warnings is not enabled), Acctivate will create a note with the warnings and assign it to the user who performed the sync. Notes can be viewed in the Reminders tab of the Business Alerts window.
Date/Time format yyyy'-'MM'-'dd'T'HH':'mm':'ss'Z' Acctivate will use this date/time format instead of the syncing computer's date/time format when parsing Magento date/times. If this option value is blank, Acctivate will use the syncing computer's date/time format.
Default ship qty 1)Invoiced 2)Ordered 3)Scheduled 1, 2, 3
  1. Send Invoiced Quantity back to web store as the "Shipped" qty
  2. Send Ordered Quantity as the "Shipped" qty
  3. Send Scheduled Quantity as the "Shipped" qty
If set to "3", the web store sync should be run before invoicing since invoicing will change the Scheduled quantity. 1 (Send Invoiced Quantity) is the recommended option.

When using the Invoiced qty, kit products will have their shipped quantity exported based on the total number of kits that can be made from the packaged/shipped components. If no shipment detail lines exist, e.g. Packaging Manager was not used, the invoiced qty will be sent.
Default tax code on detail disc/charge to parent's Yes/No If an item has a discount or additional charge, the discount or charge will be imported as it's own order line.

When this option is set to Yes, that discount/charge line will use the tax code that is assigned to the related "parent" product.

If set to No, the discount/charge will default to the tax code assigned to it.
Encryption key for decrypting CC numbers Text If credit card numbers being passed from your Magento store to Acctivate, the encryption key used by Magento will need to be entered in this option field so that Acctivate can decrypt the credit card numbers. To obtain the encryption key, contact Magento support.
Export carrier when exporting shipments Yes/No Allows the carrier information to be sent back with shipping information from order
Export inv qty by stocking unit not sales unit Yes/No Applies to products that have the Available on web option enabled.

When set to No, a product's Available quantity will be converted to the product's default sales unit and exported (when the "Export inventory" option is set to Yes).

If set to Yes, the product's Available quantity will be exported in stocking units.
Export inventory Yes/No Applies to products that have the Available on web option enabled.

When set to Yes, the product's Available quantity is sent back to Magento.
Export inventory by alternate product ID Yes/No Applies to products that have the Available on web option enabled.

When set to No, Acctivate will export inventory availability by the Acctivate Product ID.

When set to Yes, the inventory availability will be exported using the product's Primary Alt Product ID.

Note: If the product has a web store specific Alternate Product ID (i.e., an Alternate Product ID linked to this template on the Alt ID's tab of the Enter Product window), then this option will be ignored and the web store specific Alt Product ID will be used for the inventory availability export (the Product ID and Primary Alt Product ID will not be exported).
Export one shipment per order Yes/No When set to No, each package for an order will create a Magento shipment. If set to Yes, one Magento shipment will be created, with each package recorded as a tracking number.
Export order status changes Yes/No When set to Yes:
  • If an order has been canceled in Acctivate, the Magento status will be updated to "Canceled"
  • If the order has been invoiced, then the Magento status will be updated to "Complete"
  • If the order has a credit hold, the status will be updated to "Holded"
  • Otherwise, the Magento order status will be updated to "Processing"
Export shipments Yes/No If set to Yes, Acctivate will export shipment information to Magento during the web store sync.
Export shipments having empty packages Yes/No At the time of invoicing, Acctivate will determine the quantities shipped based on the items packaged in Packaging Manager, or the invoiced quantities (see Default ship qty option).

If the items are not packaged in Packaging Manager, Acctivate will be unable to determine the products and quantities per package, therefore all the items and quantities will be associated with the first package in a shipment.

When this option is set to Yes, only packages with items and quantities will be exported.

When this option is set to No, no packages will be exported if there are one or more packages in a shipment that aren't associated with items.

If you package shipments outside of Acctivate and then import in multiple package tracking numbers for a single order, it is recommended that this option be set to Yes in order for the first package to export properly.
Export shipped item qtys Yes/No If this option is set to Yes and the "Export shipments" option is also enabled, Acctivate will export tracking numbers and the product's shipped quantities (based on the "Default ship qty" option). If the "Default ship qty" is based on the Invoiced qty and you haven't created an invoice yet, Acctivate would attempt to send the shipments tracking numbers, but there will be no shipment details available to send and Magento does not allow adding tracking numbers to an order without shipment details. Instead, change this option to No and rather than exporting tracking numbers to the web store, Acctivate will update the order to have a "Shipped" status on the web store.
Import bundles at default price and adjust Yes/No When set to Yes, the prices for products in a bundle will come from Acctivate, and an additional line for each bundle will automatically be added to the order to balance the price of the bundle from the web store with the prices in Acctivate. If set to No, the bundle price from the web store is used and no adjusting line is needed.
Import customers Yes/No When this option is set to No, Acctivate only imports orders and then creates customers from the sales order information. With this option set to Yes, customer information will be imported separately from Orders and customers will be created based on the Magento customer account information. In some cases, a customer may create an account your Magento store, but not create an order, so it's possible for customers to be created without a related order.
Import orders Yes/No When set to Yes, Acctivate will import sales orders from Magento.

When set to No, Acctivate will not import orders, but will (optionally) import customers.
Locale for Date formats en-US and more. Dates are formatted based on the locale defined here. Represented as the ISO 639-1 code followed by the ISO 3166-1 Alpha-2 code, e.g., en-US, en-GB, en-CA, etc.
Show advanced configuration settings Yes/No Generally used by the Acctivate Support team. Setting this option to Yes will unlock more advanced template options as well as allow the adding and editing of the Source Values.
Store IDs separated by commas (Optional) Text Specify which stores should be imported when utilizing multiple store IDs with the same Magento URL. If numbering scheme is different on each Store, it's best to setup templates for each new one.
Last web order number imported Magento Order Number This is the last web order number that has been imported in. Acctivate will download the next order number and beyond.
URL is for webservice instead of storefront Yes/No Typically, this option should remain it's default setting (No).

When set to No, the store front URL entered on the Source screen will be formatted to match the web store's web service URL (this formatting is not seen in the template, but rather occurs during the API calls made by Acctivate).

If the URL entered on the Source screen is the web service URL, then set this option to Yes to prevent additional formatting of the URL.
Verbose logging Yes/No When set to Yes, Acctivate will create logs of each the web store requests and responses, as well as data transformations for each sync.

When set to No, only the sync messages log is saved. Logs can be located in the Web Store log folder. It's recommended that this option is set to No unless you are troubleshooting.

Spark Pay

Spark Pay is an e-commerce platform offering sales order, inventory, and customer management.

Spark Pay Setup

To create an Spark Pay template, perform the following steps:

  1. Login to your Spark Pay admin account.
  2. Navigate to Tools → Apps & Addons → scroll all the way down the list to API Apps & Integrations
  3. Add an "Acctivate" application.
  4. Add new token to "Acctivate" application with these permissions and press "Save" button:
    • View customer, user, or profile data
    • View and change order data
    • View and change catalog data
    • View adcode, discount, and other marketing-related data
    • Send email on behalf of the store
    • Perform bulk data imports
    • Manage custom fields
    • Manage custom rules
    • View and change configuration settings
    • View encrypted data
    • Stay logged in without expiration
  5. View token and copy the Access Token field onto the clipboard.
  6. In Acctivate, go to File → Import Sales Orders and click Create to create a new template.
  7. In the Add Template screen, enter the following information:
    • ID: Enter the web store ID. This name must be unique and it's recommended that there are no spaces . It is limited to 15 characters. This name can be displayed in the Order Manager as the Origin ID.
    • Name: This is the user friendly name that will appear in the Web Store Sync window. This can be up to 50 characters and may contain spaces.
    • Notes: Optionally, enter any Notes. Notes entered here are only visible when editing this web store template.
    • Type: Select the Type of Web Store.
  8. Click Next.
  9. On the Source screen, use the drop-down in the upper right and select Spark Pay. Enter the Store URL, and the Access token and click Next.
  10. On the Options screen, enter the timestamp of the last web order number that was imported.
  11. Click Next until you reach the Import screen. Click Import Orders to begin the import.

Spark Pay Options

Below are the Spark Pay web store template options.

Template Option Value Definition
Automatically retry importing skipped orders Yes/No If the Skip orders with warnings web store option is enabled, skipped orders will be added to the Web Orders tab of the Business Alerts window.

If this option is set to Yes, Acctivate will try to import the skipped orders after completing the import of new orders.

If set to No, Acctivate will not attempt to resync the skipped orders as part of the web store sync. Instead, you must resync the orders from the Business Alerts window.
Comma-separated Warehouse IDs for inventory export WH ID Applies to products that have the Available on web option enabled.

Leave blank to export availability for all warehouses, or specify Warehouse IDs to export. For multiple warehouses, separate each ID with a comma. The total availability will be sent to Spark Pay.
Create customers for guests Yes/No When set to Yes, Acctivate will create a customer for "guest" customers (customers who have checked out without setting up a customer account for your Spark Pay store) by using the customer information included in the Sales Order.

When set to No, if Acctivate cannot match to an existing customer, the customer will be left blank on the sales order. Regardless of the option selection, Acctivate will always attempt to match to an existing customer first.
Create reminders for warnings (Business Alerts) Yes/No When set to Yes, if orders are imported with warnings (e.g., the Skip orders with warnings is not enabled), Acctivate will create a note with the warnings and assign it to the user who performed the sync. Notes can be viewed in the Reminders tab of the Business Alerts window.
Date/Time format yyyy'-'MM'-'dd'T'HH':'mm':'ss'Z' Acctivate will use this date/time format instead of the syncing computer's date/time format when parsing Spark Pay date/times. If this option value is blank, Acctivate will use the syncing computer's date/time format.
Default ship qty 1)Invoiced 2)Ordered 3)Scheduled 1, 2, 3
  1. Send Invoiced Quantity back to web store as the "Shipped" qty
  2. Send Ordered Quantity as the "Shipped" qty
  3. Send Scheduled Quantity as the "Shipped" qty
If set to "3", the web store sync should be run before invoicing since invoicing will change the Scheduled quantity. 1 (Send Invoiced Quantity) is the recommended option.

When using the Invoiced qty, kit products will have their shipped quantity exported based on the total number of kits that can be made from the packaged/shipped components. If no shipment detail lines exist, e.g. Packaging Manager was not used, the invoiced qty will be sent.
Default tax code on detail disc/charge to parent's Yes/No If an item has a discount or additional charge, the discount or charge will be imported as it's own order line.

When this option is set to Yes, that discount/charge line will use the tax code that is assigned to the related "parent" product.

If set to No, the discount/charge will default to the tax code assigned to it.
Export carrier when exporting shipments Yes/No Allows the carrier information to be sent back with shipping information from order
Export inv qty by stocking unit not sales unit Yes/No Applies to products that have the Available on web option enabled.

When set to No, a product's Available quantity will be converted to the product's default sales unit and exported (when the "Export inventory" option is set to Yes).

If set to Yes, the product's Available quantity will be exported in stocking units.
Export inventory Yes/No Applies to products that have the Available on web option enabled.

When set to Yes, the product's Available quantity is sent back to Spark Pay.
Export inventory by alternate product ID Yes/No Applies to products that have the Available on web option enabled.

When set to No, Acctivate will export inventory availability by the Acctivate Product ID.

When set to Yes, the inventory availability will be exported using the product's Primary Alt Product ID.

Note: If the product has a web store specific Alternate Product ID (i.e., an Alternate Product ID linked to this template on the Alt ID's tab of the Enter Product window), then this option will be ignored and the web store specific Alt Product ID will be used for the inventory availability export (the Product ID and Primary Alt Product ID will not be exported).
Export shipments Yes/No If set to Yes, Acctivate will export shipment information to Spark Pay during the web store sync.
Export shipments having empty packages Yes/No At the time of invoicing, Acctivate will determine the quantities shipped based on the items packaged in Packaging Manager, or the invoiced quantities (see Default ship qty option).

If the items are not packaged in Packaging Manager, Acctivate will be unable to determine the products and quantities per package, therefore all the items and quantities will be associated with the first package in a shipment.

When this option is set to Yes, only packages with items and quantities will be exported.

When this option is set to No, no packages will be exported if there are one or more packages in a shipment that aren't associated with items.

If you package shipments outside of Acctivate and then import in multiple package tracking numbers for a single order, it is recommended that this option be set to Yes in order for the first package to export properly.
Import customers Yes/No When this option is set to No, Acctivate only imports orders and then creates customers from the sales order information. With this option set to Yes, customer information will be imported separately from Orders and customers will be created based on the Spark Pay customer account information. In some cases, a customer may create an account your Spark Pay store, but not create an order, so it's possible for customers to be created without a related order.
Import orders Yes/No When set to Yes, Acctivate will import sales orders from Spark Pay.

When set to No, Acctivate will not import orders, but will (optionally) import customers.
Locale for Date formats en-US and more. Dates are formatted based on the locale defined here. Represented as the ISO 639-1 code followed by the ISO 3166-1 Alpha-2 code, e.g., en-US, en-GB, en-CA, etc.
Show advanced configuration settings Yes/No Generally used by the Acctivate Support team. Setting this option to Yes will unlock more advanced template options as well as allow the adding and editing of the Source Values.
Timestamp of the last web order imported Timestamp Each sync will start at this value. After a sync is completed, this timestamp will update to reflect the creation timestamp of the last order imported so that the next sync looks for orders created since the last sync.
URL is for webservice instead of storefront Yes/No Typically, this option should remain it's default setting (No).

When set to No, the store front URL entered on the Source screen will be formatted to match the web store's web service URL (this formatting is not seen in the template, but rather occurs during the API calls made by Acctivate).

If the URL entered on the Source screen is the web service URL, then set this option to Yes to prevent additional formatting of the URL.
Verbose logging Yes/No When set to Yes, Acctivate will create logs of each the web store requests and responses, as well as data transformations for each sync.

When set to No, only the sync messages log is saved. Logs can be located in the Web Store log folder. It's recommended that this option is set to No unless you are troubleshooting.

Znode

Znode is an e-commerce platform offering sales order, inventory, and customer management.

Znode Setup

To create an Znode template, perform the following steps:

  1. In Acctivate, go to File → Import Sales Orders and click Create to create a new template.
  2. In the Add Template screen, enter the following information:
    • ID: Enter the web store ID. This name must be unique and it's recommended that there are no spaces . It is limited to 15 characters. This name can be displayed in the Order Manager as the Origin ID.
    • Name: This is the user friendly name that will appear in the Web Store Sync window. This can be up to 50 characters and may contain spaces.
    • Notes: Optionally, enter any Notes. Notes entered here are only visible when editing this web store template.
    • Type: Select the Type of Web Store.
  3. Click Next.
  4. On the Source screen, use the drop-down in the upper right and select Znode. Enter the Store URL, and the Admin Username and Password and click Next.
  5. On the Options screen, enter the timestamp of the last web order number that was imported.
  6. Click Next until you reach the Import screen. Click Import Orders to begin the import.

Znode Options

Below are the Znode web store template options.

Template Option Value Definition
Automatically retry importing skipped orders Yes/No If the Skip orders with warnings web store option is enabled, skipped orders will be added to the Web Orders tab of the Business Alerts window.

If this option is set to Yes, Acctivate will try to import the skipped orders after completing the import of new orders.

If set to No, Acctivate will not attempt to resync the skipped orders as part of the web store sync. Instead, you must resync the orders from the Business Alerts window.
Comma-separated Warehouse IDs for inventory export WH ID Applies to products that have the Available on web option enabled.

Leave blank to export availability for all warehouses, or specify Warehouse IDs to export. For multiple warehouses, separate each ID with a comma. The total availability will be sent to Znode.
Create customers for guests Yes/No When set to Yes, Acctivate will create a customer for "guest" customers (customers who have checked out without setting up a customer account for your Znode store) by using the customer information included in the Sales Order.

When set to No, if Acctivate cannot match to an existing customer, the customer will be left blank on the sales order. Regardless of the option selection, Acctivate will always attempt to match to an existing customer first.
Create reminders for warnings (Business Alerts) Yes/No When set to Yes, if orders are imported with warnings (e.g., the Skip orders with warnings is not enabled), Acctivate will create a note with the warnings and assign it to the user who performed the sync. Notes can be viewed in the Reminders tab of the Business Alerts window.
Date/Time format yyyy'-'MM'-'dd'T'HH':'mm':'ss'Z' Acctivate will use this date/time format instead of the syncing computer's date/time format when parsing Znode date/times. If this option value is blank, Acctivate will use the syncing computer's date/time format.
Default ship qty 1)Invoiced 2)Ordered 3)Scheduled 1, 2, 3
  1. Send Invoiced Quantity back to web store as the "Shipped" qty
  2. Send Ordered Quantity as the "Shipped" qty
  3. Send Scheduled Quantity as the "Shipped" qty
If set to "3", the web store sync should be run before invoicing since invoicing will change the Scheduled quantity. 1 (Send Invoiced Quantity) is the recommended option.

When using the Invoiced qty, kit products will have their shipped quantity exported based on the total number of kits that can be made from the packaged/shipped components. If no shipment detail lines exist, e.g. Packaging Manager was not used, the invoiced qty will be sent.
Default tax code on detail disc/charge to parent's Yes/No If an item has a discount or additional charge, the discount or charge will be imported as it's own order line.

When this option is set to Yes, that discount/charge line will use the tax code that is assigned to the related "parent" product.

If set to No, the discount/charge will default to the tax code assigned to it.
Export carrier when exporting shipments Yes/No Allows the carrier information to be sent back with shipping information from order
Export inv qty by stocking unit not sales unit Yes/No Applies to products that have the Available on web option enabled.

When set to No, a product's Available quantity will be converted to the product's default sales unit and exported (when the "Export inventory" option is set to Yes).

If set to Yes, the product's Available quantity will be exported in stocking units.
Export inventory Yes/No Applies to products that have the Available on web option enabled.

When set to Yes, the product's Available quantity is sent back to Znode.
Export inventory by alternate product ID Yes/No Applies to products that have the Available on web option enabled.

When set to No, Acctivate will export inventory availability by the Acctivate Product ID.

When set to Yes, the inventory availability will be exported using the product's Primary Alt Product ID.

Note: If the product has a web store specific Alternate Product ID (i.e., an Alternate Product ID linked to this template on the Alt ID's tab of the Enter Product window), then this option will be ignored and the web store specific Alt Product ID will be used for the inventory availability export (the Product ID and Primary Alt Product ID will not be exported).
Export shipments Yes/No If set to Yes, Acctivate will export shipment information to Znode during the web store sync.
Export shipments having empty packages Yes/No At the time of invoicing, Acctivate will determine the quantities shipped based on the items packaged in Packaging Manager, or the invoiced quantities (see Default ship qty option).

If the items are not packaged in Packaging Manager, Acctivate will be unable to determine the products and quantities per package, therefore all the items and quantities will be associated with the first package in a shipment.

When this option is set to Yes, only packages with items and quantities will be exported.

When this option is set to No, no packages will be exported if there are one or more packages in a shipment that aren't associated with items.

If you package shipments outside of Acctivate and then import in multiple package tracking numbers for a single order, it is recommended that this option be set to Yes in order for the first package to export properly.
Import bundles at default price and adjust Yes/ No When set to Yes, the prices for products in a bundle will come from Acctivate, and an additional line for each bundle will automatically be added to the order to balance the price of the bundle from the web store with the prices in Acctivate. If set to No, the bundle price from the web store is used and no adjusting line is needed.
Import customers Yes/No When this option is set to No, Acctivate only imports orders and then creates customers from the sales order information. With this option set to Yes, customer information will be imported separately from Orders and customers will be created based on the Znode customer account information. In some cases, a customer may create an account your Znode store, but not create an order, so it's possible for customers to be created without a related order.
Import orders Yes/No When set to Yes, Acctivate will import sales orders from Znode.

When set to No, Acctivate will not import orders, but will (optionally) import customers.
Locale for Date formats en-US and more. Dates are formatted based on the locale defined here. Represented as the ISO 639-1 code followed by the ISO 3166-1 Alpha-2 code, e.g., en-US, en-GB, en-CA, etc.
Show advanced configuration settings Yes/No Generally used by the Acctivate Support team. Setting this option to Yes will unlock more advanced template options as well as allow the adding and editing of the Source Values.
Timestamp of the last web order imported Timestamp Each sync will start at this value. After a sync is completed, this timestamp will update to reflect the creation timestamp of the last order imported so that the next sync looks for orders created since the last sync.
URL is for webservice instead of storefront Yes/No Typically, this option should remain it's default setting (No).

When set to No, the store front URL entered on the Source screen will be formatted to match the web store's web service URL (this formatting is not seen in the template, but rather occurs during the API calls made by Acctivate).

If the URL entered on the Source screen is the web service URL, then set this option to Yes to prevent additional formatting of the URL.
Verbose logging Yes/No When set to Yes, Acctivate will create logs of each the web store requests and responses, as well as data transformations for each sync.

When set to No, only the sync messages log is saved. Logs can be located in the Web Store log folder. It's recommended that this option is set to No unless you are troubleshooting.

Xml File

Acctivate allows for mapping and importing in an XML file. This template is not used to connect to a web services API.

Tip

If you are exporting order or customer information from a supported web store, we suggest using one of our existing web store templates. If your web store is not supported as a template in Acctivate, but your web store supports exporting order information to a text file, the Sales Order Import is recommended.

If your web store is not supported, please contact the Acctivate support team to express interest in an integration. We are always looking for opportunities to integrate with popular web shopping carts.

Xml File Setup

To create a template for importing XML files, perform the following steps:

  1. In Acctivate, go to File → Import Sales Orders and click Create to create a new template.
  2. In the Add Template screen, enter the following information:
    • ID: Enter the web store ID. This name must be unique and it's recommended that there are no spaces . It is limited to 15 characters. This name can be displayed in the Order Manager as the Origin ID.
    • Name: This is the user friendly name that will appear in the Web Store Sync window. This can be up to 50 characters and may contain spaces.
    • Notes: Optionally, enter any Notes. Notes entered here are only visible when editing this web store template.
    • Type: Select the Type of Web Store.
  3. Click Next.
  4. On the Source screen, use the drop-down in the upper right and select Xml File. Enter or Select the file path and file name. E.g. C:\Users\Admin\Documents\Imports\Orders.xml Click Next.
  5. On the Options screen, change the Show advanced configuration settings option to Yes. Click Next.
  6. Use the Source Values screen to create named values. See the Web Store configuration documentation for more information. Click Next.
  7. On the Mapping screen, map the named source values to Acctivate fields. See the Web Store configuration documentation for more information. Click Next.
  8. Click Import Orders to import in the file.