This article will help you through the set up for the integration between your Red Falcon ERP and your EvolutionX webstore.
General Sync Overview
The table below illustrates the direction of dataflow between Red Falcon and EvolutionX.
It is intended to be a high level overview with more detail given throughout the rest of the article.
RF Customer Account | → | EvolutionX Customers |
RF Users | → | EvolutionX Users |
RF Addresses | → | EvolutionX Addresses |
RF Address Restrictions | → | Sets restriction, not Defaults |
RF Cost Centers | → | EvolutionX Cost Centers |
RF Customer A/R balances | LIVE | EvolutionX Storefront |
RF Invoice History | LIVE | EvolutionX Storefront |
RF Order History | LIVE | EvolutionX Storefront |
RF Contract Price list | → | EvolutionX Contracts |
Customer Pricing | LIVE | EvolutionX Storefront Prices |
Recently Purchased Items | LIVE | EvolutionX Storefront |
Red Falcon | ← | EvolutionX Orders |
RF Web Order Status | → | EvolutionX |
Payment of Falcon Invoices | ← | EvolutionX Storefront |
Inventory on hand | LIVE | EvolutionX Storefront |
Get Started
Connecting Red Falcon to EvolutionX
From the Red Falcon menu, click the Search bar and type EvolutionX. You can also click Administration and select EvolutionX under Settings.
Select 'Yes' beside 'Activate EvolutionX Functionality':
Open another browser tab and navigate to the EvolutionX admin screen. Click Developers and select API Keys.
Click the New API Key tab and create a new API key. Use a recognizable name, such as Red Falcon Connection:
After you create and receive the new API key, select the key and copy it (Ctrl+C).
Return to the EvolutionX Activation page in Red Falcon and paste (Ctrl+V) the new API key into the EvoX API Key box.
Click the Tax Item/Group drop-down menu and make a selection for orders that may not have an associated tax.
Note: This tax selection is a precaution to ensures all orders are taxed. In EvolutionX, the tax calculation is based on the customer’s tax selection under Ship-tos.
Click Save.
Connecting EvolutionX to Red Falcon
From the Red Falcon menu, click the Search bar and type Auth Code List.
You can also click Administration and select Auth Code List under App Auth Codes.
Select Create App Authorization Code.
From the Application drop-down menu, select API Key.
Click the Name box and enter a name. Use a recognizable name, such as EvolutionX Integration. Click Next.
Confirm the information is correct and Click Submit.
Click Save then Submit.
Select the authorization code then copy it (Ctrl+C).
Return to the EvolutionX administrative site and select App Store from the menu
App Installation in EvoX
Navigate to the App Store via the menu on the left of your admin screen
Select ECi Red Falcon
Paste (Ctrl+V) the authorization code in the Token box.
Type https://www.eciredfalcon.com/api/v1 in the URL box.
Type a period in the Red Falcon Guest Customer Account box. This box requires an entry but the information is not needed for the integration.
Leave the ECi E-PROCUREMENT ENDPOINT URL, ECi E-PROCUREMENT Identity, and ECi E-PROCUREMENT Secret boxes blank. These boxes are not required and are not used in the integration.
Enter the appropriate information in the Error Notification e-mail Sender and Error Notification e-mail Receiver boxes.
Click Update.
Order Tax Calculation
Red Falcon calculates the tax due on an order through a live lookup. This does not include shipping fees or extra fees at checkout.
Credit Card Payments
There are two kinds of credit card support for customers of the Red Falcon and EvolutionX integration:
Paya Connect App Store Integration
We recommend this solution when implementing Credit Cards with EvolutionX and Red Falcon.The EvolutionX and Red Falcon integration enables the best practice of reserving the money on the card at the point of order and capturing at dispatch is achieved. This reduces the admin burden when things change between order and dispatch of goods.
The EvolutionX App Store for Net1 Payment Gateway is described in the "other pre-pad credit card integrations" below.
Add Paya Connect payment gateway in the app store
Setup the EvolutionX payment method settings with "Pre Auth and Capture On Dispatch" in the EvolutionX Admin → Settings → Payment Methods → Paya Connect screen.
Then:
Other Pre-Paid Credit Card Integrations
Other EvolutionX credit card payment method integrations can be configured but must note the following processes.
Payment method options
Pre Auth & Capture on Dispatch
A prepaid payment transaction is sent to Red Falcon with the Order but the capture step must be performed manually by the Distributor staff as part of their order processing procedures or at day end. Without this the authorization will expire and the distributor will not collect payment on the order.
Pre Auth & Charge Now
A prepaid payment transaction is sent to Red Falcon with the Order but the refunds or additional charges must be performed manually by the Distributor staff as part of their order processing procedures or at day end. Any order shipping for a different amount than when the order was charged at checkout will require this action to adjust for the difference in the original charge and the amount due of the invoice.
Important Notes
Pre-auth support is currently limited to Paya Connect and Net1 gateways.
Ensure your store is configured to use the appropriate gateway for pre-auth transactions.
Setting Field Limits
Red Falcon ERP has some character limits that should be enforced in the Checkout of EvolutionX to ensure that customers stay within those limits as they enter values. Ask Our Customer Success Team to set these limits following this article and setting field limits as follows:
// Account options
var user_name = 30;
// Delivery Details
var address_name = 41;
var address_line_one = 35;
var address_line_two = 35;
var address_line_three = 35;
var address_county = 2;
var address_city = 20;
var address_postcode = 10;
var address_delivery_note = 150;
// Review and pay
var order_note = 150;
var po_number = 30;