Free Demo

Onboarding - Review, Approve and Monitor

CrescoData » CrescoData – Onboarding » Onboarding Guide > Review

Quick Links

Overview

Now that you have completed the key steps of onboarding, the final steps are to review, approve and setup reporting.

Review

Here are the steps to review your Product listing to each Destination channel. This will allow you to ensure the listing looks correct, no additional Mappings or Rules are required before approving and sending them to the channel.

  • Go to Products from the Left Navigation.
  • Go to the Exports tab.
  • Filter on Integration and search for the channel you want to review products for.
  • This will take you to a Listing page for you to check things like:
    • Title
    • Images
    • Price
    • Description
    • Enriched attribute values

Approve

  • Once you are happy with the listing, go back to the Exports tab.
  • Ensure the Integration filter is still on and add an additional filter for one SKU.
  • Click the Approve button.
  • Now wait for the response message to double check if it was successful or if there were any errors.
  • Also check the product within the Seller Portal.
  • If everything looks good, then remove the SKU filter, keep the integration filter and click Approve.
  • This will remove the Pending status and sync all products to the Destination Channel.

Repeat this process if you are connecting to multiple Destination Channels.

Activate Orders

Now that products are syncing, we now need to activate the order services.

  • Go to Account from the left navigation.
  • Click on Orders and this will pop up a box for you to define the Minimum Import date.
  • Enter in the date / time as of now - This will ensure you only receive orders at the point of activation and not historic orders.
  • Next go to Settings from the left navigation.
  • Go to the Orders step and toggle all order services to Active.
  • Click Save

Once these steps are followed, any orders created after this point with sync from the Source to Destination.

Reporting

Below is the process of setting up email reporting based on your defined filter criteria.

  • Go to the Sync you want to create a report for.
  • Go to the Diagnostics tab and Sync Results sub-tab.
  • Setup your filters you want to receive emails for. Our recommendation would be:
    • Level - Errors
    • Updated At - Whatever range you want to report on.
  • Click Export
  • Toogle - Scheduled to On
  • Name the Export Report.
  • Add the email(s) that should receive this report.
  • Schedule Settings
    • Schedule - How often you want to receive this report if records match the filter criteria.
    • Define the time specific settings as to when you you want to receive the report.
    • Timezone - Based on where you are located, it will reference the settings defined above.
    • Rolling Field
      • CreatedAt - Will check based on when a record is created.
      • UpdateAt - Will check when a record is updated - We normally recommend this, as a record can update multiple times.
  • Click Schedule

Delete Scheduled Report

  • Go to Exports from the Left Navigation.
  • Click on Export Schedules from the sub Left Navigation.
  • Click Edit and the three dots.
  • Click Delete Schedule
6. Setting up Rules