Cymax Account Integration

Overview

Cymax is an online retail company that specializes in office and home decor furniture. Through its online marketplace, customers can shop for a wide variety of items from different brands and vendors.

Integrating Cymax into your Sellercloud account allows you to seamlessly import orders, upload tracking information, and ensure your Cymax store is always up-to-date with the latest inventory data. The integration works through EDI documents, 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.

Prerequisites

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

Cymax Support

You must contact Cymax for your FTP details: Server Name, Username, and Password. You will need them when setting up the scheduled tasks to automate the plugins.

Sellercloud Support

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

• Cymax Order Import – Imports orders from Cymax to Sellercloud in EDI 850 format.
• Cymax Tracking Export 856 EDI – Exports tracking information from Sellercloud to Cymax in EDI 856 format.
• Cymax Invoice Export 810 EDI – Exports invoices from Sellercloud to Cymax in EDI 810 format.
• Cymax Inventory Export 846 EDI – Exports inventory from Sellercloud to Cymax in EDI 846 format.

Custom Company Settings

Create the following Custom Company Settings.

On your default company:

• CymaxSTControlNumber

• CymaxGSControlNumber

• CymaxISAControlNumber

On the company created for the integration:

• CymaxSellerQualifier – Your Qualifier. Set to ZZ.

• CymaxQualifier – Cymax’s Qualifier. Typically, it’s 12. Contact Cymax to confirm the value of this setting.

• CymaxSellerISAID – Your ISA ID. Enter a unique phone number that you don’t use for any other EDI integration.

• CymaxISAID – Cymax’s ISA ID. Typically, it’s 6046789141. Contact Cymax to confirm the value of this setting.

• CymaxOrderImportChannelName – Used by Cymax Order Import. If the value is Website, orders will be imported with Website Order Source. Otherwise, orders will be imported as Wholesale.

• CymaxImportOrdersAsPaid – If enabled, the Order Import plugin will mark the imported orders as Paid. Set the Data Type to Boolean.

• CymaxShippingRequiresThirdParty – This is an optional but recommended setting, which is enabled by default if you don’t create it. With this setting, orders will be imported with Third-Party Shipping required. To disable this setting, create and set it to False.
• (Optional) UseShippingServiceSelectedForCymax – Enable if you would like to use the specific shipping service that was selected in Cymax. Set the Data Type to Boolean. 

• (Optional) CymaxWarehousesMapping – A list of warehouses and the respective Safety Quantity in format WarehouseID,WarehouseCode,SafetyQty; (for example: 109,DEF,0;122,CIN,3;270,CAL,2;). By default, the Inventory Export plugin exports the AvailableQty from all product warehouses. To push inventory data only from specific warehouse/s, create this setting and enter the value of the respective warehouse/s you want to export along with any Safety Quantity that should be considered.
• (Optional) CymaxDamageRebatePercent – Used by Cymax Invoice Export 810 EDI. Set the damage rebate in percent. Example: 12.5 stands for 12.5%. Set the Data Type to Decimal.

Custom Product Columns

Create the following Custom Product Columns:

• Cymax_SKU – The product’s SKU at Cymax. Set the Data Type to String.
• (Optional) Cymax_Enabled – Enable only specific products for Cymax. Set to True for any products you want to send with the Inventory Export plugin. Set the Data Type to Boolean.
• (Optional) Cymax_SafetyQty – The Safety Quantity, which is to be subtracted from the Available Quantity to prevent overselling on Cymax. Set the Data Type to Integer.

Custom Order Columns

Create the following Custom Order Column:

• CymaxWayBillNumber – The Cymax Order Import plugin saves the freight shipment number in this column.

Order Import

The Cymax Order Import plugin imports order data from Cymax to Sellercloud in EDI 850 format. The orders are imported as unpaid Wholesale orders with the username [email protected]. 

Automate Order 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 Import 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 Create Orders For Company and select the company designated for this integration.
   2. Click the Plugin menu and select Cymax Order Import.
6. In the Import Options panel, set Import From to FTP and fill out the FTP fields.
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.

Tracking Export

The Cymax Tracking Export 856 EDI plugin exports order tracking from Sellercloud to Cymax in 856 EDI format. The exported information includes items per package and tracking per package.

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

• Company – The company you created for the integration.
• Order Status – InProcess Or Completed
• Shipping Status – FullyShipped
• Payment Status – Charged
• Tracking Uploaded – No

Automate Tracking Export

To create a Scheduled Task that exports order tracking:

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 Cymax 856 Tracking Export.
   4. Check This Is Tracking Export.
6. In the Export Options panel, set Export To to FTP and fill out the FTP fields.
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.

Invoice Export

The Cymax Invoice Export 810 EDI plugin exports invoices from Sellercloud to Cymax in EDI 810 format. 

The Shipping Info is the order’s shipping address, and the company information goes in the remittance address info. The billing address is hardcoded to Cymax’s Accounts Payable.

The plugin marks the order as an invoice sent to OrderSource. 

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

• Company – The company you created for the integration.
• Shipping Status – Fully Shipped
• Order Status – InProcess Or Completed
• Invoice Uploaded – No
• Tracking Uploaded – Yes

Automate Invoice Export

To create a Scheduled Task that exports invoices:

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 Cymax 810 Invoice Export.
   4. Check This Is Invoice Export.
6. In the Export Options panel, set Export To to FTP and fill out the FTP fields.
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.

Inventory Export

The Cymax Inventory Export 846 EDI plugin exports inventory from Sellercloud to Cymax in EDI 846 format. 

You can enable only specific products for Cymax by setting their Cymax_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 Cymax_Enabled column, and Save.
• For multiple products in bulk: follow the steps to Bulk Update Products and use the Cymax_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 Cymax_Enabled – True. Optionally, you can add more filters to the search to narrow down the export further.

Automate Inventory Export

To create a Scheduled Task that exports 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 Cymax 846 Inventory Export.
6. In the Export Options panel, set Export To to FTP and fill out the FTP fields.
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.