Staples Account Integration

Overview

Staples Exchange is a unified platform that allows vendors to sell through all of Staples’ e-commerce channels, with multiple integration options. Sellercloud support all of the various Staples integration types such as Staples.com, Staples Advantage, Staples Quill. This connection is through CommerceHub and uses their FTP for the EDI transactions.

It is recommended to have a company designated for this integration where the company settings and relevant scheduled tasks should be set up.

Prerequisite

There are four plugins you will need to be installed on your server in order to integrate:

  1. Staples Order Import EDI 850
  2. Staples Order Export EDI 855
  3. Staples Tracking Export EDI 856
  4. Staples Inventory Export EDI 846
  5. PDF Invoice Plugin for your integration type

As is the default standard, before going live with any of the integration types you must go through a testing stage which involves completing a testing plan provided by CommerceHub and sending a test transaction for each test order in the plan. CommerceHub will load orders into your test account that follow the conditions defined within this plan. You are expected to complete the entire test plan by following the procedures outlined for each test case.

If you would like a dedicated representative to complete the testing for your account and ensure that the setup is configured accordingly, we recommend opting in for Premium Support.

Integrate with Staples

First, you need to make sure that all of the relevant custom columns and settings are created. You can reach out to Sellercloud support for this and they will be added on the backend.

SETTING DESCRIPTION
MANDATORY SETTINGS
Staples_ISAID Provided by CommerceHub.
Staples_ISAQualifier  Provided by CommerceHub.
CustomerISAID_Staples Provided by Sellercloud.
CustomerISAQualifier_Staples Provided by Sellercloud.
StaplesIsInProduction Values: True or False.
Staples_InternalVendorID Depends on the Staples integration type (ex. staplesadvus, staplesquill etc.)
Company Setting (default company) ISAControlNumber
STControlNumber
GSControlNumber

Note: ISAControlNumber, GSControlNumber and STControlNumber can all start at 1. The tracking and inventory exports will increment this number accordingly as jobs are getting processed.

Order UserDefined Column STAPLES_ORDER_TYPE
STAPLES_CUSTOMER_ID
STAPLES_RELEASE_NUMBER
Product UserDefined Column STAPLES_SKU
OPTIONAL SETTINGS
Staples_UseInventoryIfOrderIsAccepted This will check if the current inventory is enough for the order to be shipped. If its not will set the Staples_IsOrderRejected order custom column to true.
ExportMultipleWarehousesOnStaples846 Values : True or False.

Optional and used in combination with Staples_WarehouseCodeMapping. When ExportMultipleWarehousesOnStaples846 is set to True, the plugin will check Staples_WarehouseCodeMapping for mapping.

Staples_WarehouseCodeMapping Example:
WarehouseID in Sellercloud = 123, the WarehouseCode in CommerceHub = California, Safety qty 0
WarehouseID in Sellercloud = 234, the WarehouseCode in CommerceHub = Florida, Safety qty 1
the setting should look like: “123,California,0;234,Florida,1
Staples_SkipImportingPayment  If enabled, skips importing order payments.
Staples_IsOrderRejected Values: True or False.
  1. Create a scheduled task for each plugin type for this connection. Please follow this link: https://help.sellercloud.com/omnichannel-ecommerce/scheduled-tasks/ for a step-by-step guide.
  2. Obtain FTP credentials from CommerceHub which you will need to enter in each task. This is where the transactions for the connection will be dropped.
    Note: Please ensure that you are using the correct remote folder locations. This is where the transactions for the connection will be dropped.
  3. Create and set up Saved Searches for the scheduled tasks 855, 856 and 846 and assign them accordingly.

Having completed all of the above, you will be ready to move on to the actual testing. You will be expected to complete the entire test plan provided by CommerceHub by following the procedures outlined for each test case. Once done and approved, CommerceHub will move your account to production.


Automate Order Download and Tracking Upload

You can automate the process of order download and tracking upload by creating scheduled tasks. Read more about scheduled tasks here. In order to automate this process you will need to create scheduled tasks for the plugins Staples Order Import EDI 850, Staples Order Export EDI 855, Staples Tracking Export EDI 856.

Create a Scheduled Task for Order Import

  1. Go to Settings > Scheduled Tasks > Click on the plus icon to create a new scheduled task.
  2. Select Import Orders as a Task Type from the drop-down menu > Populate the fields Task Name, Company, and Start Time > Click Create.
    Note: The frequency of the tasks should range between thirty minutes to an hour to ensure optimal performance.import orders
  3. Go to Details panel > Create Orders For Company > Choose the company from the drop-down menu.
  4. Go to Plugin > Select Staples Order Import EDI 850 from the drop-down menu.
  5. Go to Import Options panel > Import From > Select FTP from the drop-down menu.
  6. Fill in the FTP credentials in the following fields > Click Save.ftp import order

Create a Scheduled Task for Acknowledgement and Tracking Export

  1. Go to Settings > Scheduled Tasks > Click on the plus icon to create a new scheduled task.
  2. Select Export Orders as a Task Type from the dropdown menu > Populate the fields Task Name, Company, and Start Time > Click Create.
    Note: The frequency of the tasks should range between thirty minutes to an hour to ensure optimal performance.
  3. Go to Details panel > User ID > Select the ID of the account where the Saved searches were previously created from the drop-down menu > Select the respective searches for both tasks.
  4. Go to Export Via > Select the relevant Staples plugin for each task > Type the File Name in the next field.
  5. Enable the settings This Is Order Ack (Accept) for the Order Acknowledgement task and This Is Tracking Export for the Tracking Export task.this is order ackthis is tracking export
  6. Go to Export Options > Export To > Choose FTP from the drop-down menu.
  7. Fill in the FTP credentials in the required fields > Click Save.

Cancel a Staples Order

You can only cancel an order before it is marked Ship Confirmed. If it is already Ship Confirmed, you must issue a refund.

To cancel an order:

Go to Orders > Manage Orders > Open an order > Actions menu > Set Cancelled Internally.

Cancel Staples Order

Please note that this action will only cancel the order on Sellercloud and not on Staples.

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