About integration importing

Learn how to integrate with Craftybase to import your products and sales, and understand how Craftybase imports data from your e-commerce integrations.

We'll cover

• Locating your integration page
• Connecting an Integration
• Choosing a Start Date for Imports
• Disabling Automatic Imports
• Marking Orders as Shipped Automatically
• Setting a Default Location for Orders
• Automatic updates
• Manual fetching by date range
• Matching new imports to existing products
• FAQ

Locating your integration page

If you want to connect your integrations, you'll want to head to your Integrations page. This page can be found in the three dots︙to the right of the Reports tab.

Connecting an Integration

To connect your online store as an integration, sign in to your Craftybase account, click on the main menu, and choose Integrations. Craftybase allows you to connect as many shops as you like through each integration once activated. 

For example, you can have multiple Etsy shops connected through our Etsy integration or various Shopify stores connected through our Shopify integration. There are currently no limits on how many shops or stores you connect through the integrations, but the amount of integrated stores you can have depends on your subscription. 

Choosing a start date for your imports

To set a specific date to import your sales from, you'll want to set your Account Start Date before you connect your e-commerce platform. The import will then use this date as the earliest date to import your data. 

If you want to change your start date and already have integrations in place, you'll want to disconnect these to remove all imported data, change your account start date, and reconnect the stores. This will ensure that only data from the nominated start date will be imported into your account.

After the initial import, you can select a specific period to import your orders and fees by running a manual import. To change your start date after you have already imported, you'll want to disconnect your integration to remove all data, ensure your Account Start Date is set correctly, and then reconnect the e-commerce platform.

You cannot import data more than 365 days ago - if you need to backdate further than this, please feel free to contact us to discuss options.

Disabling Automatic Imports

It is possible to turn off the daily automatic imports if you would rather import your latest orders and purchases manually. This can be useful when you need to continuously baseline your stock levels daily before importing your latest data.

To switch off automatic daily imports for an integration:

1. Navigate to your Integrations page
2. Click the integration you'd like to set this setting for
3. On the integration page, click the Edit button
4. Uncheck the box called Automatic Updates
5. Click the Save button.

Marking imported orders as shipped automatically

If you sell in person via a POS or have another situation where your orders need to be marked as "shipped" instantly, you can set your integration to do this automatically.

To mark imported orders with an automatic shipped date for an integration

1. Navigate to your Integrations page
2. Click the integrations you'd like to set this setting for
3. On the integrations page, click the Edit button
4. Check the box called Automatic Shipped Date
5. Click the Save button.

For future orders, the shipped date will automatically be saved as the date the order was placed. If a shipped date differs from the date found in the integration in a future import, the date found in the integration will be used instead.

Setting a default location for imported orders

On eligible plans, nominating a location for all orders imported from the e-commerce platform is possible. This can be useful for warehousing situations such as Amazon FBA.

To set a default location for all orders imported from a specific integration:

1. Navigate to your Integrations page
2. Click the integration you'd like to set this setting for
3. On the integration page, click the Edit button
4. Search for your location in the search box called Location (if you need to add a new location, instructions for this step can be found here)
5. Click the Save button.

Automatic Updates

Depending on the integration, updates will import all new orders and purchases in the last 24 hours or specified date range. It will also check for any changes to your orders (i.e., shipped status, adjustments, and refunds). 

Once your integration is connected, Craftybase will automatically perform a daily update every day at 5 a.m. in your local time zone.

Manual fetching by date range

If you wish to import data between automatic updates, you can manually import your data at any time. 

To manually import from an integration:

1. Go to your Integrations page (How do I find my Integrations page?)
2. Click on the store you would like to import from manually.

3. Click the Fetch Now link.

4. On the import form that appears, select the date range you wish to import. If you are doing a full backdate after subscribing, choose the date you first opened your shop here to ensure all past data is imported into Craftybase. 

5. Click the Import Data button to start the import process.

If an order or purchase has been manually removed from Craftybase and a manual import is run for the date range containing the removed order or purchase, the order/purchase will be recreated and must be manually removed once again.

Matching new imports to existing products

Products found within an integration will attempt to be matched with an existing product in Craftybase using the SKU. If a match on SKU is not found, the importer will next try to find a product with the same title. 

If a product in Craftybase is found, the newly imported product will be merged automatically with the found product.

If a product in Craftybase is not found, a new product will be created.

The integration's unique external reference ID is always used to determine where to associate future expenses and orders. This allows you to move listings between products to create the structure you need for your inventory.

FAQ

Does Craftybase sync stock quantities with external Integrations?

No, Currently, our integration is one-way only, which means sales channels don't pull data from Craftybase. Therefore, you will have to make a manual adjustment to your sales channel.

If you'd like to see us develop this feature, please contact us to add your vote.

Need more information?

Please check out the following articles.

• How to connect an integration
• Choosing a start date for your imports
• Switching off automatic importing
• Automatically marking imported orders as shipped
• Setting a default location for imported orders