This article outlines the steps required to configure your Infusionsoft integration.
- Configure product SKUs.
- Gather shipping methods.
- Enable inventory tracking.
- Enable custom fields.
- Review order status.
Configure product SKUs
Stock keeping units (SKUs) are merchant-defined codes that uniquely identify products in a warehouse. It is critical that the SKUs defined in Infusionsoft exactly match the SKUs loaded into your fulfillment provider's warehouse management system.
Gather shipping methods
Most businesses have unique shipping needs that are based on a variety of factors and limitations. Once you've decided which methods (and/or carriers) to offer, the only thing your shoppers need to do is choose a method when they place their orders.
A mapping must be created from each available shipping method option to a unique shipping code used by your fulfillment provider.
Enable inventory tracking
Inventory tracking is available with Infusionsoft.
Enable custom fields
Custom fields can be used in Infusionsoft to enable DropStream to communicate the tracking number, ship date, and any other custom information that is required.
Review order status
Setting the integration to Enabled will begin the process of automatically sending orders from Infusionsoft to your fulfillment provider. During the automated fulfillment process, orders will be shown with status. Order statuses include:
- Paid - PackageBee will import and process all orders with status Paid.
Note: It is also possible to override the requirement of a Paid status by defining custom fields, providing alternate conditions for PackageBee to process orders.