How to set up a ShipStation Sales Channel [Step-by-step guide]

Modified on Fri, 6 Sep at 1:54 PM

To connect ShipStation, you will have to, first, create a Sales Channel connection, and then, set up the connection parameters.

Once the connection has been established between the system and techOMS, you will be able to push and update Sales Orders, get stock updates and synchronize inventory.


The process consists in two phases:

1) Create the channel

2) Configure additional parameters


NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.




CREATE CHANNEL


To create a Sales Channel you will have to follow the instructions in How to Create a Sales Channel [Step-by-step guide]


Once you have added it, proceed to the following section.


CONFIGURE ADDITIONAL PARAMETERS 


To configure additional parameters:


1) Click on the created channel's name in the list



2) Add/Change/Set parameters according to each section as required (click to enhance):



SECTIONS


A) VIEW SELECTION, allows to change the different view modes:


B) QUICK ACTIONS, allows to perform additional/quick actions:

  • Health Check: Verifies if the connection is active or not
  • Sync: Allows to manually synchronize different elements between both systems
    • Receive Sales Orders from Channel
    • Send Inventory Levels to Channel
    • Import Products from Channel
    • Export Products to Channel
  • Save: Saves and commits changes
  • Delete: Deletes the channel connection


C) GENERAL, displays and/or allows to edit:

  • Application & Key (locked): Connection type and key
  • Connection name: Display name for the connection, can be edited if required for more convenient identification if there are many
  • Host: URL of the connection, can be edited if the URL is changed at any point
  • API Key and Secret: API Key and password


D) PRIVACY, displays and allows to set/modify the Personal Identification Information retention threshold 


E) SYNC ACTIONS, displays information about the synchronization actions and last activity, as well as allowing manual logging


NOTE: If you wish to set up automations for the channel, follow the steps here: How to configure Recurring Jobs for Sales/Fulfillment channel Automation [Step-by-step guide]



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