Getting Started: Custom Store

How to pair a custom store

How does it work?

The Connex custom store can sync orders between any back office system.

  1. Connex will create a scheduled task called BulkOrders. On a scheduled interval, Connex will download orders from any connection (i.e. Shopify or Amazon) and put the JSON downloaded into our database. Connex will map these orders to our DTO. 
  2. On your other connection, Connex will create a scheduled task called OrdersFromDatabaseToSellingChannel. This task will pick orders up from our database, map them to your selling channel (i.e. ShipStation) and sync orders.

How does billing work?

Each user on your platform has their own Connex account. This process ensures each user has their own Connex rules, can cancel or upgrade their own account.

Here is a flow chart:

Is there a test store where we can pull orders?

We recommend a test Shopify account to test pulling orders. Join as a partner and you will get a test store. Create development accounts. We can add a channel called Mock, but the data is connected to no database.

What is the process to install?

Here are the steps:

  1. Login to Connex for QuickBooks.
  2. Click add selling channel.
  3. Pair your channel. 
  4. One you see a screen asking for QuickBooks, click dashboard.
  5. Send us these details to pair custom store: custom store URL, user name and password.
  6. Pair your second channel.
  7. As of October 29, 2024, our development team needs to add the scheduled tasks manually. Please specify your sync direction (i.e. Shopify to ShipStation), what channel has the orders (i.e. Shopify) and where you want to send them (custom store).

How do I build the code?

Here are the steps:

  1. Create endpoints on your site to send and receive data.
  2. Set-up basic authentication on your side.
  3. Send us the endpoint URL of your site.
  4. We will create an account on Connex for QuickBooks with a selling channel called custom store

Is there an SDK?

Please use our SDK on GitHub.

What are the endpoints?

Here are the endpoints:

Name Notes
AuthenticateToWebService  Should return the phase “OK”, if basic authentication
has passed. You can return an error code, if basic
auth failed.
CreateOrders  Used to sync orders from Connex to your
software solution.
GetOrders  Used to sync orders from your software solution to Connex.

What is your DTO?

The Connex DTO is large and there are many fields. Here are the most common fields:

Name

Description

Notes

OrderNumber

Order number in connection

 

BillingAddress

Billing address in connection

Includes name and phone number of customer

ShippingAddress

Shipping address in connection

 

CreationDate

Order date in connection

 

OrderDetails

List of order items

 

OrderDetails.SKU

Unique ID for products

 

OrderDetails.Quantity

Number of units ordered

 

OrderDetails.PriceExclTax

Unit price

 

OrderDetails.PriceInclTax

Unit price plus tax. If the order items is taxable, then make this value higher than price excl tax.

 

Total

Order total on order.

 

TotalTax

Total tax on order.

 

🔷 Next: Run Manual Sync