Cahoot Account Integration

Overview

Cahoot is a third-party logistics (3PL) provider that offers a unique collaborative fulfillment network. It allows e-commerce businesses to store and ship products from multiple locations, ensuring faster and more cost-effective deliveries. 

Integrating Cahoot allows you to synchronize their platform with Sellercloud. The integration works through API, transmitting information between the two services via plugins and Scheduled Tasks.

If necessary, you can open a ticket with Sellercloud Support to request additional customizations or other plugins for this integration. Any such modifications will be billable.

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Prerequisites

Before you can integrate Cahoot into Sellercloud, complete the following requirements.

Sellercloud Support

Open a ticket with Sellercloud Support and request that the following plugins be installed on your server:

• Cahoot API Send Orders Order Export – Exports orders from Sellercloud to Cahoot.
• Cahoot API Check Order Status Order Export – Imports tracking information from Cahoot to Sellercloud.
• Cahoot API Check Order Cancelled Status Order Export – Cancels orders on Cahoot.
• Cahoot API Get Inventory Product Export – Imports inventory from Cahoot to Sellercloud.

Custom Company Settings

Create the following Custom Company Settings on the company created for the integration:

• CahootAPIKey – Enter your Cahoot API Key.
• CahootAPISellerID – Enter your Cahoot Seller ID.
• (Optional) CahootAPISendComponents – Set to True to send the components of All Component or Main Component Kit Products when exporting orders to Cahoot. If you set this setting to False or don’t create it, the plugin will only send the parent product. The default is False.
• (Optional) CahootSendShippingServiceCode – Set to True to send the shipping service code selected on the order. The default is False.
• (Optional) CahootUseOrderID – Set to True to match orders on Cahoot by the Sellercloud Order # instead of the Channel Order #. The Channel Order # will be sent if there’s no matching Order #. The default is False.
• (Optional) CahootAPISendChannelAsSellercloud – Set to True to send Sellercloud as the Channel for all orders. If you set this to False or don’t create it, the plugins will send Amazon when the channel is Amazon and Sellercloud when the order is from any other channel.
• (Optional) ConsiderOnlyPartnerLocations – Used by the Inventory Export plugin, defaults to False. If enabled, inventory will only be updated for partner locations. Set the Data Type to Boolean.

Custom Product Columns

Create the following Custom Product Columns:

• (Optional) Cahoot_Enabled – Enable only specific products for Cahoot. Set to True for any products you want to send with the Inventory Export plugin. Set the Data Type to Boolean.

Custom Order Columns

Create the following Custom Order Columns:

• CahootAPICancelled – The Order Cancellation plugin sets this column to True when it successfully marks an order as Cancelled on Cahoot.

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Order Export 

The Cahoot API Send Orders Order Export plugin exports orders with a Processing status from Sellercloud to Cahoot. 

Before you move on, create a Saved Search:

• Order Status – Processing
• Exported – Not Exported
• Optionally, add any other filters based on your preference.

Automate Order Export

To create a Scheduled Task that imports orders:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Export Orders.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. On the Scheduled Task page, click the Edit button at the top right corner.
5. In the Details panel:
   1. (Optional) Click the User ID menu and select your email.
   2. (Optional) Click the Saved Search menu and select the saved search you created earlier.
   3. Click the Export Via menu and select Cahoot API Send Orders Order Export.
   4. Check Mark Orders As Exported.
6. In the Export Options panel, set Export To to None.
7. In the Frequency panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the General panel, click the Enable button.
9. Click Save.

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Tracking Import

The Cahoot API Check Order Status Order Export plugin checks for Sellercloud orders that have a Shipped status on Cahoot. It then assigns a Shipping Warehouse based on the Ship From Address (or the default warehouse if there is no address match), sets the Tracking Number, and marks the order as Shipped in Sellercloud.

Before you move on, create a Saved Search for orders filtered by:

• Order Status – Processing
• Shipping Status – Unshipped
• Exported – Exported

Automate Tracking Import

To create a Scheduled Task that imports orders:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Export Orders.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. On the Scheduled Task page, click the Edit button at the top right corner.
5. In the Details panel:
   1. Click the User ID menu and select your email.
   2. Click the Saved Search menu and select the saved search you created earlier.
   3. Click the Export Via menu and select Cahoot API Check Order Status Order Export.
6. In the Export Options panel, set Export To to None.
7. In the Frequency panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the General panel, click the Enable button.
9. Click Save.

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Order Cancellation

The Cahoot API Check Order Cancelled Status Order Export plugin sends order cancellations to Cahoot. When it successfully cancels an order on Cahoot, the plugin sets the Custom Order Column CahootAPICancelled to True.

Before you move on, create a Saved Search for orders filtered by:

• Order Status – Cancelled
• Exported – Exported
• CahootAPICancelled – False

Automate Order Cancellation

To create a Scheduled Task that imports orders:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Export Orders.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. On the Scheduled Task page, click the Edit button at the top right corner.
5. In the Details panel:
   1. Click the User ID menu and select your email.
   2. Click the Saved Search menu and select the saved search you created earlier.
   3. Click the Export Via menu and select Cahoot API Check Order Cancelled Status Order Export.
6. In the Export Options panel, set Export To to None.
7. In the Frequency panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the General panel, click the Enable button.
9. Click Save.

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Inventory Import

The Cahoot API Get Inventory Product Export plugin checks products’ inventory on Cahoot and updates Sellercloud. The plugin receives product inventory information per location, matching each location to your Sellercloud Warehouses by the Country Code, State Code, and Postal Code. If there is no match, it will update the inventory in your default warehouse. Alternatively, you can enable the ConsiderOnlyPartnerLocations Custom Company Setting to only consider and update inventory from partner locations.

Optionally, you can enable only specific products for inventory updates by setting their Cahoot_Enabled Custom Product Column to True:

• For one product at a time: go to the Product Details Page > click Toolbox and select Custom Columns > click Edit, update the Cahoot_Enabled column, and Save.
• For multiple products in bulk: follow the steps to Bulk Update Products and use the Cahoot_Enabled column – set it to True for all products you want to enable.

Unlike core integrations, plugin integrations don’t require products to be in the company with the scheduled tasks. The export will include the products you select with your Saved Search.

Next, create a Saved Search for products filtered by Cahoot_Enabled – True. Optionally, you can add more filters to the search to narrow down the export further.

Automate Inventory Import

To create a Scheduled Task that imports inventory:

1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
2. Click the green + icon: Create New Scheduled Task.
3. Complete as follows:
   1. Click Task Type and select Export Products.
   2. Set the Task Name.
   3. Select the Company.
   4. Select the Start Time.
   5. Click CREATE.
4. On the Scheduled Task page, click the Edit button at the top right corner.
5. In the Details panel:
   1. Click the User ID menu and select your email.
   2. Click the Saved Search menu and select the saved search you created earlier.
   3. Click the Export Via menu and select Cahoot API Get Inventory Product Export.
6. In the Export Options panel, set Export To to None.
7. In the Frequency panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the General panel, click the Enable toggle button.
9. Click Save.

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