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E-Automate ERP Integration
E-Automate ERP Integration
Louise Carrigan avatar
Written by Louise Carrigan
Updated over a week ago

This article will help you through the set up for the integration between your e-automate ERP and your EvolutionX webstore.

General Sync Overview

The table below shows what data points are connected between e-automate and EvoX and the direction that the data flows. Some data points are updated in real time, as indicated by LIVE

EA Accounts

→

EvolutionX Customers

EA Users

→

EvolutionX Users

EA Addresses

→

EvolutionX Addresses

EA Customer A/R balances

LIVE

EvolutionX Storefront

EA Invoice History

LIVE

EvolutionX Storefront

EA Order History

LIVE

EvolutionX Storefront

EA Customer Pricing

LIVE

EvolutionX Storefront Prices

EA Recently Purchased Items

LIVE

EvolutionX Storefront

E-Automate

←

EvolutionX Orders

EA Checkout Tax

LIVE

EvolutionX Storefront

EA Checkout Shipping Methods

LIVE

EvolutionX Storefront

IProduct sync for e-info enabled products

→

EvolutionX Products

Before proceeding with EvoX:

There are components in e-automate that you must set up first before the integration will be complete. The e-automate dealer requirements are:

  • ECI customers must have an active Dealer Gateway dealer account, registered with EvolutionX.

  • ECI customers must have an active ESN dealer account, authorized with ECi EvolutionX vendor, with required minimum ESN client service build installed, minimum version 2756.

  • ECI customers must have an active e-automate licence, with minimum e-automate version installed, minimum version 24.0.6.

  • ECI customers must install and execute the EvolutionX DBComponent against their e-automate database.

  • ECI customers must create a new sales code, named SupplyEvoX, within e-automate.

Contact e-automate for help with this before proceeding with the EvoX set up steps below.

Connecting E-Automate to EvolutionX

Now that e-automate is configured with the steps above, you must ensure the following is set up/configured in EvoX, as these are required for successful ERP product sync. Your EvoX Implementation Consultant can help you with this:

Step 1 - Set up the Own Catalogue

Enable the "Own Catalog" (in Admin → Catalogues → Available Catalogues) and create the Catalogue Container (in Admin → Catalogues → Catalogue Containers), Read more

Step 2 - Enable Own Supplier

In Admin → Supplier

  1. Click on the "New Supplier"

  2. Select "Own Supplier" and the account (1000)

  3. Click on the "Continue" button

  4. Fill out the Ship From Address form

  5. Create the New Locations, with Name and Seller Reference. Read more

Step 3 - Enable Own Categories

In Admin → Categories Enable the "Own Category" vertical Read more

  • Add a new category, named "Unclassified"

Step 4 - Set up Live Pricing

  • Select Store Settings from the left side menu bar

  • Select General menu options under the Store Settings menu options

  • Select the Store Preferences tab

  • Select the Products tab of the available Store Preferences tabs

  • Scroll down to the Live Pricing section

  • Under Live Pricing section, apply the following settings

    • Select Erplivepricing from the Provider dropdown

    • Enter the Endpoint URL = https://econnect.ecisolutions.com/apis/v1/livepricing

    • Enter password = evolutionx

    • Enter Token = Bearer + the dealer's EvolutionX e-commerce provider account number. e.g. Bearer 4a1d74e8ac764ac0a1b5261c45780d5e

    • Select the Missing Item Fallback Option as EvolutionX Pricing if dealer wants their store users to purchase items not available in my ERP. Expected behavior would be for these items to be added to sales order as non-stock items.

    • Select the Failed Live Price Request Fallback as EvolutionX Pricing if dealer wants their store to support when the ERP live pricing endpoint is down or otherwise cannot return a valid response, then all items requested are priced using the behavior set under the failed live price request fallback option

    • Select Save button

Step 5 - Configure Shipping Zone store settings

  • Select Store Settings from the left side menu bar

  • Select Delivery

  • Click on + New Zone

From here, you can now set up your shipping rule - our help article for this is here. Alternatively, your EvoX implementation consultant can help you with this.

Step 6 - Configure the ECI e-automate app

Before proceeding with the ERP DIY Integration App, you must have an SES email address in EvolutionX.

To add SES email address, go to the Jump To search box at the top of the menu in the EvoX admin screen:

In the window that pops up, type in Email and select Email Addresses:

  • Select the + New Email Address button on the top right

  • Enter Display Name as your name

  • Enter Email Address

  • Select Amazon SES

  • Select Add Email Address button

Note, you should receive an email from Amazon SES, click the link in the email to verify address, and then your address will be visible for selection below.

You're now ready to configure the ERP DIY Integration App.

Note, admin user credentials are provided by an EvolutionX team member. User credentials consist of username (email address), password and access code (store number)

  • Select App Store from the left side menu bar and search for 'e-auto' and click into the app:

  • You'll now see a list of blank fields in the app called MY CREDENTIALS.

  • Use the list below to complete these fields:

    • Authentication Type = Key & Token

    • Key = evolutionx

    • Token = Bearer + the dealer's EvolutionX e-commerce provider account number eg. Bearer 1ab2c3d1a23e4ab123ab0a1b1234a12345a6b

      Note, the dealer's provider account number is collectable from the dealer's Dealer Gateway dealer profile record > Accounts tab >EvolutionX e-commerce registered service line entry.

    • Error notification e-mail Sender (valid SES e-mail address) = select applicable email address

    • Error notification e-mail Receiver = enter applicable email address

    • Select Save button

You have now fully integrated EvolutionX and ECI e-automate! 🚀

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