Working with System integration, here's how.

Important to know:

• System Integration is included in the upgrade to Fraktavdelning in your company account.
• To work with system integration, you need to connect your system with Shiplink.
• The system fetches new orders when you enter System Integration (with a possible delay of 1 minute).

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• Ready to import: Here you can view orders imported from your system.
• Recently booked: Orders booked for shipping appear here. You will also find completed bookings under the My freights tab.
• Archive: Move orders to the archive by selecting and clicking Archive. They stay here until you move them back to Ready to import.

Buttons

Buttons are inactive until you select one, more or all orders.

• Import as draft
  This button transfers orders to Drafts (not to the Cart). In drafts you can work on one order at a time. This action can be performed even if orders are incomplete or lack a freight price.
  

• Import & book
  This button transfers orders to Shiplink, to the Cart. You cannot perform this action if orders are incomplete, lacking information such as goods type, freight service, or price. Mark one, several, or all orders and click Import & book to place your orders in the Cart (to book shipments).
  

• Archive
  This button moves selected orders to the Archive. They will remain there until you choose to mark and click Move back, which moves orders back to Ready to import in the tab System integration.
  

• Update order info
  Clicking this button updates the order content from your system.
  

• Search field on the right
  Use this field to search for orders. The search occurs in the Order reference and Recipient columns.
  

Working with orders

1. First, you must integrate the systems and connect them. Here's how to do it for each system:
   

• Shopify
  
• WooCommerce
  
• Visma eEkonomi
  
• Fortnox

2. Go to System integration in the left menu and click on the button for the system you're using.
   

3. If you have integrated your system correctly, you can see your orders from your system here.
   

4. In this column, you can select the orders you want to work with. You can select:
   

• 1 order
  
• A selection/multiple orders
  
• All orders
  

5. Order reference
   This is data fetched from your system, usually the order number in your system. You cannot change or update this, but you can sort it in descending or ascending order.
   

6. Sender
   This is data fetched from your system. By selecting one, several, or all orders, you can change and update the sender.
   

7. Recipient
   This is data fetched from your system. You cannot change or update the recipient's information. You can click on the name to get an overview of the data.
   

8. Goods type
   This data is fetched from your system - if the data is missing, it will say Add goods types. You can select one, several, or all orders to change and update the goods type.
   

9. Goods insurance
   This is not data fetched from your system - however, you can set the default goods insurance under Account settings ➜ Booking Settings. Select one, several, or all orders to change and update goods insurance.
   

10. Freight service
    If information is missing, the system needs more data, such as goods type and goods insurance, to calculate the freight price.
    

When the button is green: Calculate freight price. You can get a price by clicking either the green button or by selecting one, several, or all orders and pressing Calculate freight prices at the top of the column or on each row.

11. Desired freight service
    This is data fetched from your system. You cannot change or update anything in this column.

12. Weight
    This is data fetched from your system. You cannot change or update anything in this column.
    

13. Order date
    This is data fetched from your system. You cannot change or update anything in this column.
    

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By selecting one, several, or all orders, you can:

1. Delete
   Remove orders. This deletes the orders from your Shiplink.
   

2. Export to CSV
   Selected orders are exported as a CSV file, which is downloaded to your computer.
   

3. Calculate total costs
   With this button, you can see a summary of the total cost for the freight of one, several, or all selected orders.
   

4. Number of rows
   Here you can choose how many orders you want to see per page. You can choose between 25, 50, or 100. You can also browse between pages here.
   

➜ Need to integrate systems first? Here are instructions. Click on each system to find the right instructions: Shopify, WooCommerce, Fortnox, Visma eEkonomi.
➜ If you have problems, questions, concerns, or are curious about how Shiplink and the integration can benefit you, contact customer service for helpful answers.

Updated on: 12/11/2024