What Is Acctivate?
Acctivate offers additional functionalities seamlessly integrated with QuickBooks, allowing users to manage inventory, purchasing, order management, and business analytics without the need to switch accounting software. ECI facilitates the connection between Acctivate and the EvolutionX WebStore by synchronising customers, orders, inventory, and tracking details.
Modules Integrated with EvolutionX
Let's explore In-depth what can ECI Acctivate integration can allows to do.
Order Sync
Acctivate software pulls new orders from EvolutionX
Acctivate will push order status updates to EvolutionX
Customer Sync
Acctivate software will pull parents customers associated with a new order from EvolutionX
Acctivate software will pull guest customers associated with a new order from EvolutionX (if enabled)
Tracking Orders Sync
Acctivate software will push order tracking updates to EvolutionX
Pre Requisites
For this integration to be able to work it is needed to acquire Advanced Webstore Module for Acctivate software, this can be done by getting in touch with Acctivate sales to purchase their "Advanced Webstore Module".
Installation
EvolutionX Configuration
Install the Acctivate app from App Store and set up a user and password, this user and password must match Acctivate's webstore sync configuration.
Acctivate's Software Configuration
We do recommend to read the following Acctivate's documentation for a better understanding:
Acctivate's Software Recommended Configuration
STEP 1 - Create New template
ID: EvolutionX
Name: EvolutionX
Type: Web Store
Tick 'Active' box
STEP 2 - Configure Web Store Source
Type: Webservice | Native
Service URL: https://yourStoreUrl.com/acctivate-api (make sure to include http or https on the url)
Username: Set a username of your choice it must match the one at EvolutionX Configuration above
Password: Set secure password it also must match the one at EvolutionX Configuration above
STEP 3 - Configure WebStore Options
Automatically retry importing skipped orders: Yes
Create customers for guests: No (optional, this will allow to create customers from guest users, but it will repeat on next purchase with the same data therefore is not recommended)
Create reminders for warning: (optional)
Export carrier when exporting shipments: Yes
Export inventory: No
Export order status changes: Yes
Export Shipments: Yes
Import customers: Yes
Import Orders: Yes
Webservice supports extended API: Yes
Date/Time format: yyyy'-'MM'-'dd
Remaining of Steps - Just hit Next for the remaining steps and ate the end hit import the order
Status conversion table
Acctivate | EvoX | Acctivate Interpretation |
Scheduled (S) | In Progress (2) | Products are allocated based on current stock availability. Some products may still be backordered but the order has not been invoiced yet. |
BackOrder (K) | In Progress (2) | The order has been partially fulfilled and invoiced. Some products have been shipped, while the remaining items are awaiting new stock to complete the order. |
Completed (C) | Completed (7) | The order is completed |
Cancelled (X) | Cancelled (6) | The order is cancelled |
FAQ
Where will the orders/customers go after Import ?
After the successful import the orders will be under sales, and customers will be under customers.
Is There a way to identify that an order came from EvolutionX ?
Yes the EvolutionX orders will return will set the MarketingCode as EvolutionX, we do recommend the next article to understand how marketing codes works.
Adding and using marketing codes. (acctivate.com)