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The purpose of this walkthrough is to help you set up your Ultracart server in the Webforce Thiio CRM
Pre Requisites:
Webforce Thiio account
Ultra cart account
API token
Webhooks
Merchant ID
Codes
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To configure UltraCart Integration we need an account with developer permissions granted in order to be able to configure a REST API Token and/or a Webhook.
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Webhook: a Webhook delivers data to other applications, meaning you get data immediately. In this case we use a Webhook to receive UltraCart order and customer information when an event occurs, such as costumer is stored on UltraCart system they report through a Weebhook to WebForceThiio, WebForce Thiio receives that information an stores the data.
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Click on save button. Copy Simple Key, is the one that we will use to configure the integration in WebForceThiio.
2 - Configure Webhook
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Go to Developer Tools / Webhooks, and press Setup a Webhook button
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Select customer_create (2) & customer_update(3) checkbox and put billing,shipping,customer_profile in the corresponding fields.
Select order_create (4), order_refund (5), order_reject (6) & order_ship (7) checkbox and put item,billing,shipping,customer_profile,summary,payment,channel_partner,checkout in the corresponding fields.
Click on save button.
3 - Configure products on
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Thiio System
To match UltraCart/WebForceThiio products when a new order is created through WebForceThiio, and it's ready to be stored on UltraCart, we need to add the UltraCart item identifier (ID) to the related WebForce Thiio product.
Go to items list on UltraCart and select the item (click on his name or the pencil on action's column) you want to configure.
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Go to Developer Items Management list
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Copy the ID field.For more information about how to create a new item, please visit: New Item
Go to products list on WebForce Thiio and click on edit option product you to want to configure.
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Products list
Click on Metadata menu option and next click in the button below to add a new one.
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Product edit Form
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New Metadata Key Form
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Go to UltraCart CRM and navigate to Payments settings.
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Copy the name code of the gateway you need to configure and paste it into Thiio’s Gateways settings.
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Enable payment methods store checkbox and save settings.
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Select Notifications and the Status should be Successful. you can also click the 3 dots to the far right to View Details and see the information sent and received.
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Checklist:
Log into your webforce Thiio account
Have open your UltraCart account
Gather all the necessary keys and codes
Configure the system into WebforceThiio
Save