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EKM Set Up

Creating an integration with EKM is pretty straight forward and only takes a few minutes to do. See the EKM Channel Configuration article for more information on tweaking the channel integration settings once the sales channel setup wizard is complete.

From within the Channels module choose New to start the New Sales Channel Wizard and then choose EKM from the drop down list. Then select Next

 

 

On the 2nd screen enter a name for the EKM sales channel and select the currency the orders will download in; by default this is set to GBP. Only orders in the established currency will be downloaded.

Next enter your EKM User Name and EKM password to generate an API token to allow Tradebox One to create a connection to you EKM store. These details will NOT be saved by Tradebox but only used to create an API connection to EKM. Then select Next

 

The EKM User Name required by Tradebox One is the EKM Account ID and can be found on the EKM dashboard as illustrated:

 

 

 The next page presents a list of EKM order statuses. These need to be mapped to Tradebox internal order statuses. Only map the order statuses that you wish to be downloaded.Then select Next

 

  

The next page deals with importing your Products into Tradebox One. If this isn't applicable then you can simply click on Finish. There are 3 options on the wizard: 

 

Map Existing Product Records

If ticked, Tradebox will automatically create a mapping between existing product records in Tradebox and the product SKUs that are downloaded in the EKM orders. The Product Code field on EKM contains the product SKU. If this is blank the mapping will fail. Existing mappings can be amended and new mappings created at any time via Products > Mapping.

 

 

Import Product Details from File

This allows the user to import products and stock levels from EKM into Tradebox using the EKM Product Export File. Once downloaded navigate to the file using the [...] navigator and choose Finish. This will complete the wizard and import all of the product records in the file. Upon completion Tradebox will call the EKM API to retrieve the stock levels for each product. This may take some time depending upon the number of products in the file. In testing this took 80 minutes to import 7,541 products and stock levels.

 

Once the Sales Channel wizard is complete you can add more settings and adjust existing settings inside the channel record. See the "Channel Configuration" article for more information.

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