pixi

Descartes Marketplace Connector Configuration


The DMC (Descartes Marketplace Connector) is a middleware software that acts as an integration layer between Shopify and Pixi. It is designed to reliably synchronize data between systems that do not natively communicate with each other. While the integration is initially configured by Professional Services, any configuration changes are carried out by Descartes pixi Support. This page is for informational purposes only.


Catalog

The Catalog section of the page will let you import the product/item data from Shopify to the DMC. You have the following options:

  • Sync Products: Click Sync Products to manually trigger a full product synchronization from Shopify into DMC. This action retrieves eligible products based on the current configuration and import status rules (see Active or Draft below).

  • Sync Frequency: The Sync Frequency setting determines whether products are synchronized automatically on a schedule (From Every 1 Minute to Every 24 Hours). Select a frequency to enable recurring product synchronizations or select -disabled- to turn off automatic product synchronization. The Last Synced timestamp displays the date and time of the most recent successful catalog synchronization.

  • Retrieve Products: The Retrieve Products field allows you to fetch specific products by their Shopify Product ID. Enter one or more Shopify Product IDs (comma-separated). Click Fetch to retrieve the specified products.

  • Ignore Product Tags: This setting allows you to exclude products from synchronization based on Shopify product tags. Click Add Tag to select one or more product tags. Items assigned any of the selected tags in Shopify will be ignored during product synchronization.

  • Product Import Statuses: This setting controls which Shopify product statuses are eligible for import. This feature is useful for importing products that are not yet available in the shop.

    • Active: When selected, products highlighted as Active bare imported.

    • Draft: When selected, products highlighted as Draft in Shopify are imported.




Sales Orders

The Sales Orders section of the page will let you import the product data from Shopify to the DMC. You have the following options:

  • Sync Orders: Click Sync Orders to manually trigger a full sales order synchronization from Shopify into DMC. This action retrieves eligible orders based on the current configuration and status rules (see Financial Statuses and Fulfillment Statuses below).

  • Sync Frequency: The Sync Frequency setting determines whether sales orders are synchronized automatically on a schedule (From Every 1 Minute to Every 24 Hours). Select a frequency to enable recurring order synchronizations or select -disabled- to turn off automatic order synchronization. The Last Synced timestamp displays the date and time of the most recent successful sales order synchronization.

  • Retrieve Orders: The Retrieve Orders field allows you to fetch a specific order by its Shopify Order ID. Enter the Shopify Order ID and click Fetch to retrieve the specified order. This functionality is useful for reprocessing individual orders that did not synchronize successfully during a scheduled or manual sync.

  • Ignore Order Tags: This setting allows you to exclude orders from synchronization based on Shopify order tags. Add tags to the Ignore Order Tags field, and click Apply. Orders assigned any of the selected tags in Shopify will be ignored during order synchronization.

  • Order Prefix: If needed, enter text that will be added as a prefix to each order number before it is sent to pixi.

  • Suffix Concatenator: If needed, enter a symbol that will be used as the suffix concatenator for each order. To omit the suffix concatenator for only the first order, select the Suffix Concatenator checkbox.

  • Order Suffix: If needed, enter text that will be added as a suffix to each order number. To omit the suffix for only the first order, select the Order Suffix checkbox.

  • You will see a preview of your complete order number below mentioned fields.

  • Financial Statuses and Fulfillment Statuses: These settings control which Shopify orders are eligible for synchronization. The Paid (Financial Status) and Unfulfilled (Fulfillment Status) options are selected by default.


Please note that one order in Shopify can be divided into multiple Fulfillments. By applying prefixes and/or suffixes, orders can be uniquely identified as they enter DMC while still originating from the same Shopify store.

For example, if an order originates from a third-party marketplace such as Amazon and is first imported into DMC before being passed to pixi, a specific prefix or suffix can be applied to identify if products need to be shipped from different locations due to stock reason. This allows DMC to handle marketplace orders differently from native Shopify orders, if required.


Order Rma

The Order Rma (Order Return Management) section of the page will let you import the product data from pixi via DMC to Shopify. You have the following options:

  • Sync RMA: Click Sync RMA to manually trigger a full order RMA synchronization from Shopify into DMC. This action retrieves eligible RMAs based on the current configuration.

  • Sync Frequency: The Sync Frequency setting determines whether Order RMAs are synchronized automatically on a schedule. Select a frequency to enable recurring RMA synchronizations or select -disabled- to turn off automatic RMA synchronization.

  • Sync Single Order RMA: The Sync Single Order RMA field allows you to synchronize an individual RMA. Enter the Order Number and click Sync to retrieve and process the specified RMA. This functionality is useful for reprocessing a specific RMA that did not synchronize successfully during a scheduled or manual sync.


Store Label

If you are operating multiple Shopify stores, you can assign a label to the one you are currently configuring.


Shipping Services

The Shipping Services section of the page lets you map Shopify shipping rates to Shipping Services used within the Descartes Marketplace Connector. This mapping ensures that orders entering DMC are assigned the correct Shipping Service based on the rate selected in Shopify.

As shown on the page, the Shopify Rate Name column displays the shipping rate name received from Shopify. The Shipping Service column displays the Shipping Service that DMC assigns to the order. For example, if Shopify uses a rate named TLC Shipping, DMC can assign Extra Care as the corresponding Shipping Service. You have the following options:

  • Shipping Service Mapping: For each Shopify Rate Name, select the corresponding Shipping Service from the Shipping Service dropdown. This determines how the order will be classified once it enters DMC.

  • Auto-Generate: Click Auto-Generate to automatically select Shipping Services that logically correspond to the Shopify Rate Names. This option can be used to quickly populate mappings for common shipping rates.

  • Remove Shipping Services: Shipping Services that were created manually can be removed by clicking the bin icon in the Actions column. Removing a service cleans up the page but does not delete the Shipping Service from the system.

  • Add Shipping Service: To create a new mapping, click Add Shipping Service to display the Add Shipping Service dialog.

    • Enter the Shopify Rate Name passed from Shopify to DMC

    • Enter the Shipping Service to assign it in DMC


Inventory

The Inventory section of the page lets you synchronize inventory from Shopify into the DMC. Note that the Inventory differs from Cataloge. The inventory will synchronize the stock level while the cataloge will synchronize the items. You have the following options:

  • Sync Inventory: Click Sync Inventory to manually trigger a full inventory synchronization from Shopify into DMC. This action retrieves inventory data for eligible products based on the current configuration.

  • Sync Frequency: The Sync Frequency setting determines whether inventory is synchronized automatically on a schedule. Select a frequency to enable recurring inventory synchronizations or select -disabled- to turn off automatic inventory synchronization.

  • Sync Products Inventory: The Sync Single Product Inventory field allows you to synchronize inventory for an individual product. Enter the product’s Marketplace Connector Product ID and click Sync to retrieve and process the specified product’s inventory. This functionality is useful for reprocessing inventory for a specific product that did not synchronize successfully during a scheduled or manual sync.



Order Fulfillments

The Order Fulfillments section of the page lets you synchronize fulfillment information from Shopify into the DMC. You have the following options:

  • Sync Fulfillments: Click Sync Fulfillments to manually trigger a full order fulfillment synchronization from Shopify into DMC. This action retrieves fulfillment updates based on the current configuration.

  • Sync Frequency: The Sync Frequency setting determines whether order fulfillments are synchronized automatically on a schedule. Select a frequency to enable recurring fulfillment synchronizations or select -disabled- to turn off automatic fulfillment synchronization.

  • Fulfillment Notifications: The Fulfillment Notifications setting controls whether DMC sends fulfillment notification emails. Fulfillment notification emails are sent to the email addresses configured in General settings.

    • Select Always to send fulfillment notifications for all fulfillments.

    • Select If a tracking number is available to send notifications only when tracking information is present.

    • Select -disabled- to turn off fulfillment notifications.

  • Prevent fulfillment sync to Shopify (...): Prevents sending of notifications. This settings is specifically for cases, where you send order notifications (order received, shipped, etc.) via pixi and would like to prevent multiple messages to the customer.



General

The General Alerts section of the page lets you configure email notifications for errors, warnings, and fulfillments generated by the DMC. You have the following options:

  • Integration Name: Helps you identify the name of the integration.

  • Levels: On the Level dropdown, select the type of email alerts to receive:

    • Errors and Warnings: Receive notifications for both errors and warnings

    • Only Errors: Receive notifications only for errors

    • Only Warnings: Receive notifications only for warnings

    • No Emails: Disable error and warning email alerts

    • Note: Fulfillment notification emails will also be sent unless -disabled- is selected on the Fulfillment Notifications dropdown in the Order Fulfillments section of the page.

  • Emails To: Enter the email address(es) that should receive the selected alerts. Separate multiple email addresses with a comma.



Locations

The Locations section of the page lets you configure the locations mapping used by pixi and Shopify for inventory and order processing. You have the following options:

  • Location: Location as set in pixi/DMC.

  • Warehouse: Warehouse to be mapped in Shopify.

To add a new warehouse:

  1. Click Add Warehouse to create a new warehouse location.

  2. Enter the Warehouse Name or click the Warehouse Name field to display the list of available warehouse names and select one from the list.

  3. Click Submit to add the warehouse to the configuration.


Return Reasons

The Return Reasons section of the page lets you map pixi return reasons to the corresponding Shopify return reasons. You have the following options:

  • Shopify Return Reason: Select the Shopify Return Reason that corresponds to the appropriate pixi Return Reason in the DMC field. This mapping ensures that return data is properly categorized when processed through DMC.