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Staples Account Integration

Overview

Staples is a U.S.-based retailer specializing in office supplies, technology, and furniture. It caters to both individual customers and businesses and offers a wide range of products, including electronics, cleaning supplies, and ergonomic office solutions, making it a one-stop shop for business essentials.

Integrating Staples into your Sellercloud account allows you to seamlessly import orders, upload tracking information, and ensure your Staples store is always up-to-date with the latest inventory data. This integration works through EDI documents, transmitting information between the two services via plugins and Scheduled Tasks. The document exchange goes through Rithum, previously known as CommerceHub.

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.

To have a dedicated representative complete the testing for your account and ensure that the setup is configured correctly, we recommend Premium Support.

Prerequisites

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

We recommend creating a Company where you will set up the Custom Company Settings and automate the plugins with Scheduled Tasks.

Rithum Support

Before going live, you must follow a testing plan provided by Rithum, which involves sending a test transaction for each test order in the plan. Rithum provides two main documents related to that—a Supplier Test Plan and a Supplier Guide. You must complete the entire test plan by following the outlined procedures.

Rithum will supply you with both the test and production credentials. Once you complete all test cases outlined in the test plan document, the platform will provide you with the production credentials and SFTP details that you can set in Sellercloud and start selling. 

The SFTP URL, passwords, and ISA IDs will differ between testing and production, but the SFTP folders and directories will remain the same.

Sellercloud Support

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

  • Staples Order Import EDI 850 – Imports orders from Staples to Sellercloud in EDI 850 format.
  • Staples Order Export EDI 855 – Sends order acknowledgment to Staples in EDI 855 format.
  • Staples Tracking Export EDI 856 – Exports tracking information to Staples in EDI 856 format.
  • Staples Inventory Export EDI 846 – Exports inventory to Staples in EDI 846 format.
  • Staples PDF Invoice – Generates a printable PDF packing slip in a format that complies with Staples’s requirements.

Custom Company Settings

Create the following Custom Company Settings.

On your default company:

  • STControlNumber
  • GSControlNumber
  • ISAControlNumber
ISAControlNumber, GSControlNumber, and STControlNumber can all start at 1. The tracking and inventory exports will increment this number accordingly as jobs are processed. If the settings already exist and have values in them, do not edit them.

On the company created for the integration:

  • Staples_ISAID – CommerceHub’s unique identifier for EDI document transmission. Contact them for the value of this setting.
  • Staples_ISAQualifier – Set to 12.
  • CustomerISAID_Staples – Enter a unique phone number that is not used for any other integration.
  • CustomerISAQualifier_Staples – Set to ZZ.
  • StaplesIsInProduction – Set to False during the testing stage and True when going live.
  • Staples_InternalVendorID – Defined by your Staples integration type. Ex. staples, staplesadvus, etc. Contact CommerceHub for the value of this setting.
  • (Optional) ExportMultipleWarehousesOnStaples846 – Set to True to enable the warehouse mapping setting below.
  • (Optional) Staples_WarehouseCodeMapping – Map your Sellercloud warehouses to those at Staples following this format: {WarehouseID},{WarehouseCode},{SafetyQty} where WarehouseID is the ID of a warehouse in Sellercloud, the WarehouseCode comes from Staples, and at the end, you can define a Safety Quantity. For example:
    • WarehouseID in Sellercloud = 123, WarehouseCode = California, Safety Quantity = 0
    • WarehouseID in Sellercloud = 234, the WarehouseCode = Florida, Safety Quantity = 5
    • Setting value: 123,California,0;234,Florida,1
  • (Optional) Staples_DefaultShippingService – Enter the name of the default Shipping Service for Staples orders. Click the Accepted Values dropdown below for a complete list of shipping services. If you don’t configure this setting, the default Shipping Service is USPS First Class Mail. When Rithum sends the code UNSP, the Shipping Service will be set to the default.

    Accepted Values
    2nd day – (carrier not specified)
    A-1 Freight Service Inc.
    A. Duie Pyle Inc.
    A. Duie Pyle Inc.
    A/T Transportation Inc.
    AAA Cooper Transportation
    ABF
    AC Freight Systems
    Active Aero
    Advantage Express Delivery
    AIM
    Airborne Freight Corp.
    Airgroup Express
    AIT Worldwide Logistics
    All Star Trucking Inc.
    All Star Trucking Inc.
    Alto Freight
    Alvan Motor Freight
    AMA Transportation
    AMA Transportation
    Apollo Motor Express Inc.
    Applegate Drayage Company
    ATS/TForce Integrated Solutions
    Averitt Express
    Bax Global, Inc.
    Bax Global, Inc.
    Beaver Express Service
    Bekins Van Lines
    Bekins Van Lines
    Benton Express (service level unspecified)
    Best Overnite
    Bestar
    Bill Clark Truck Line Inc.
    BLM Transportation
    Bob’s Pickup & Delivery
    Brandt Truck Line Inc.
    Brown Transfer/Transport
    Bullet Trucking, Inc.
    Bullocks Express Transportation
    Bush Fleet , Erie (PA)
    C&M Transportation, Inc.
    C.H. Robinson Worldwide Inc.
    C.W. Henderson – Basic Service
    C.W. Murphy Freightline
    Caldwell Freight Lines
    California Overnight
    Cambells Express
    Canada Post – Expedited Parcel
    Canpar
    Central Freight Lines
    Central Freight Lines
    Central Transport Inc.
    Central Transport Inc.
    CEVA Logistics – Basic Service
    Clark Bros. Transfer
    Clarke Transport
    Commercial Furniture Transport
    Continental Freightways
    Contract Freighters Inc. – Basic Service
    Contract Furniture Trans.
    Conway
    Conway
    Courier Express Inc.
    Cross Country Courier
    Crown Xpress – Basic Service
    CRST International Inc.
    Crystal Motor Express Inc.
    Custom Freight Systems, Inc.
    Custom Freight Systems, Inc.
    Custom Global Logistics (service unspecified)
    Custom Transport, Inc.
    Custom Transport, Inc.
    Customer Pick Up
    D2 Freight – Basic Service
    Dash Courier Service
    DATS Trucking Inc.
    Dawes Transport
    Day & Ross
    Daylight Transport
    Dayton Freight
    DCM Transportation
    Dedicated Distribution Services
    Demar Logistics, Inc. – Ground
    DHL Global Mail
    DHL Shipping (service level unspecified)
    Distribution Services Inc. by air
    Dohrn Transfer Co.
    Don Hummer Trucking – Basic Service
    Dugan Truck Line LLC
    Dynamex
    Eagle Global Logistics
    Eagle Transports
    Eagle Transports
    Eagle Transports
    Eastern Connection Ground
    Echo Global Logistics (service unspecified)
    Echo Global Logistics – Basic Service
    Economy Freight Inc.
    EDI Express, Inc. – Basic Service
    Elk Logistics – Basic Service
    Emerald Package Express
    Emery Worldwide
    Enroute USA
    Equipment Distributors
    Estes Express Lines
    Estes Express Lines
    Estes Level2 Logistics – Basic Service
    Executive Courier
    Expeditor’s International
    Farmore Transportation Services
    Fastfrate
    FedEx Freight Economy
    FedEx Freight Economy
    FedEx Freight Economy
    FedEx Freight Priority
    FedEx Ground
    FedEx Ground
    FedEx Ground
    FedEx Ground
    FedEx Ground
    FedEx National LTL
    FedEx Next Day (Standard)
    FedEx Next Day (Standard)
    FedEx Next Day (Standard)
    FedEx Next Day (Standard)
    Fire King Delivery Service
    Freight Masters Inc., Minnesota
    Freightco Dedicated – Basic Service
    Frontier Express
    Frontier Express
    Frontline Freight – Basic Service
    Furniture Transport Systems (service unspecified)
    Gator Freightways, Inc.
    Gator Freightways, Inc.
    GI Trucking
    Global Express
    Global Express
    Gold Coast Freightways, Inc.
    Ground (carrier not specified)
    Guilbault – Basic Service
    H&W Transfer & Cartage, Inc.
    Hartt Transportation Systems – Basic Service
    Hazen Transport
    Heartland Express Services Inc
    HEP Direct – Basic Service
    Hill Installation Services
    Hogan Transports – Basic Service
    Holland Special (service unspecified)
    HVH Transportation Inc.
    Ida Tran Freight Lines
    J & S Delivery Service
    J & S Delivery Service
    Jackson Trucking
    Jacobson Dedicated – Basic Service
    JB Hunt_1
    Jim Loyd Transport Co., Inc.
    JMS Transportation (service level unspecified)
    Johnson Trucking
    JP Express Service
    JRB Target
    JTI logistics LLC – Basic Service
    JTW Express
    K & R Express
    Key Trucking, Inc.
    Knight Transportation Inc
    Lakeville Motor Express, Inc.
    Land Air Express
    Landmark Global Inc.
    Landstar Ranger Inc
    Leader Transport – Basic Service
    Lewis Truck Lines, Inc.
    Link Trucking Inc.
    Loomis Express
    Lynden Transport
    Mach 1 ground
    Magno Inernational – Basic Service
    Mainfreight – Basic Service
    Mainstreet Delivery
    Manitoulin Transport – Basic Service
    Manna Distribution Services
    Manna Distribution Services
    Mark IV Transportation
    Matheson Fast Freight Inc.
    Mergenthaler Transfer and Storage
    Meyers Transport Limited
    Midland Transport LTL Service
    Midwest Motor Express
    Milan Express Co.
    Milan Express Co.
    Millis Transfer
    Molerway Freight Lines
    Motor Cargo
    Mountain Valley Express – Basic Service
    MXD Group (service unspecified)
    MXD Group (service unspecified)
    MXD Group – Basic Service
    MXD Group – Basic Service
    MXD Group – Basic Service
    N & M Transfer
    Nancy Baer Trucking
    National Delivery Systems
    Nationex (service unspecified)
    Nations Express (service unspecified)
    Nebraska Trucking Company (service unspecified)
    Nesel Fast Freight (VA Inc.)
    New Century Transportation Inc.
    New England Motor Freight
    New Penn Motor Express
    New Way Trucking – Basic Service
    Newcomb Trucking – Basic Service
    NLI International Corp. – Basic Service
    NonstopDelivery – Basic Service
    Normandin truck carrier
    North Park Transportation Co.
    Northway Carriers Inc.
    Not Applicable- no shipping required
    NVC Logistics – Basic Service
    Oak Harbor Freight Lines, Inc.
    Ohio Connection
    Old Dominion
    Ontrac – service unspecified
    Overnight – (carrier not specified)
    Overnite
    Pacer Transportation Solutions – Basic Service
    Papineau Int SEC – Basic Service
    PENSKE
    Performance Freight Systems, Inc.
    Piedmont (service unspecified)
    Pilot Freight Services
    Pinnacle Transportation
    PITT Ohio
    Pjax, Inc.
    Pjax, Inc.
    PMM Transport LLC
    Price Truck Line
    Priority Express
    Priority Express
    Pro Express Inc.
    Public Logistics
    Public Transportation Services
    Public Transportation Services
    Publishers Distribution Services
    Purolator Courier, ground
    Purolator Courier, ground
    Purolator Freight
    R & L Carriers
    R.B. Trucking
    RAC Transport Co., Inc.
    Rapid Freightways
    RIST Transport
    Roadrunner Transportation
    Roadway Reverse Logistics, Inc.
    Robert Transport
    Roehl Transport, Inc.
    Ruan Transport (service unspecified)
    Saia Motor Freight
    Sameday Worldwide – Basic Service
    Sammy Jackson Enterprises
    Schneider Bekins
    Schneider National Carriers Inc.
    Seko
    Service Transport Inc.
    Service West private carrier
    Sharut Furniture
    Soniq Transportation and Warehouse
    Southeastern Freight Lines
    Southern Furniture Transport (service unspecified)
    Southwestern Motor Transport
    Specialized Transportation
    Stan Koch & Son’s Trucking, Inc.
    Studio RTA private carrier
    Studio RTA private carrier
    Styline Logistics
    Sweeney Transport
    Swift Transport (service unspecified)
    Swift Transport (service unspecified)
    TanTara Transportation – Basic Service
    Target Logistics
    Target Logistics
    Target Logistics
    Tax Airfreight, Inc.
    Todd Transit
    Total Transportation Inc.,PA
    Total Transportation Inc.,PA
    Towne Air Freight
    TP Freight Lines
    Transport Corporation of America, Inc.
    Tranx Limited
    Tri-State Express Inc.
    Trucks For You Inc. – Basic Service
    TSI Transportation LLC – Basic Service
    Unspecified
    Unspecified
    UPS Freight (service level unspecified)
    UPS Ground
    UPS Ground
    UPS Ground
    UPS Mail Innovations – Standard
    UPS Mail Innovations – Standard
    UPS Supply Chain Solutions (SCS)
    Urban Express
    US Xpress
    US Xpress
    USF Dugan
    USF Holland
    USF RED STAR
    USF Reddaway
    USPS (service level unspecified)
    USPS (service level unspecified)
    USPS First Class Mail
    Valley Cartage
    Velocity Express
    Vitran Express
    Volpe Express Inc.
    WARD Trucking
    Watkins Motor Lines
    Werner Enterprises Inc
    Wilson Trucking
    Wilson Trucking
    Worldwide Logistics Inc.
    XPO Logistics LLC
    Yellow (YRC)
    Yellow / Direct Ship
    YRC (service level unspecified)
    Yusen Logistics (Americas) Inc (Intermodal)
  • (Optional) Staples_UseInventoryIfOrderIsAccepted – If this setting is True, Sellercloud will check if your current inventory is enough for the order to be shipped. If the inventory is insufficient, the Staples_IsOrderRejected Custom Order Column will be set to True.
  • (Optional) Staples_SkipImportingPayment – This setting defaults to False. If you set it to True, order payments won’t be imported to Sellercloud.

Custom Product Columns

Create the following Custom Product Columns:

  • STAPLES_SKU – The product’s SKU at Staples.
  • (Optional) Staples_Enabled – Enable only specific products for Staples. Set to True for any products you want to send with the Inventory Export plugin.

Custom Order Columns

Create the following Custom Order Columns:

  • Staples_IsOrderRejected – This column defaults to False, and is automatically set to True when you have insufficient inventory to fulfill an order. You must have the Staples_UseInventoryIfOrderIsAccepted Custom Company Setting set to True.
  • STAPLES_CUSTOMER_ID
  • STAPLES_STORE_ID
  • STAPLES_ORDER_TYPE – This column is automatically populated by the Order Import plugin with one of the following values:
    • Staples: COM or LOMS
    • Staples Advantage: CNT
    • Staples Canada – BDD
    • Quill – QUL
    • All HiTouch variants – HTCH, HTCH1AJS, HTCH2, HTCH2AJS, or HTCH3
  • STAPLES_RELEASE_NUMBER
  • (Optional) STAPLES_REFERENCE_NUMBER

Order Import

This plugin imports order data from Staples to Sellercloud in EDI 850 format. The plugin matches products in the two services as follows:

  1. First, it matches the Staples Vendor SKU from the EDI file to Sellercloud’s ProductID (SKU)
  2. If the above don’t match, it matches the Staples Merchant SKU from the EDI file to Sellercloud’s STAPLES_SKU Custom Product Column.

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 Staples Order Import EDI 850.
  6. In the Import Options panel, set Import From to FTP and fill out the FTP fields. Make sure to check Use Passive and Use Secure FTP.
  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.

Order Acknowledgment

This plugin sends order acknowledgment to Staples following the 855 EDI format and marks orders as acknowledged after export.

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
  • Payment Status – Charged
  • Exported – Not Exported
  • Order Ack (Accept) – No

Automate Order Acknowledgment

To create a Scheduled Task that sends order acknowledgment:

  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 Staples Order Export EDI 855.
    4. Check Mark Orders As Exported.
    5. Check This is Order Ack (Accept).
  6. In the Export Options panel, set Export To to FTP and fill out the FTP fields. Make sure to check Use Passive and Use Secure FTP.
  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.

Tracking Export

This plugin exports tracking from Sellercloud to Staples following the 856 EDI format.

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
  • Order Ack (Accept) – Yes
  • 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 Staples Tracking Export EDI 856.
    4. Check This Is Tracking Export.
  6. In the Export Options panel, set Export To to FTP and fill out the FTP fields. Make sure to check Use Passive and Use Secure FTP.
  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

This plugin exports inventory from Sellercloud to Staples in EDI 846 format. 

Optionally, you can enable only specific products for Staples by setting their Staples_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 Staples_Enabled column, and Save.
  • For multiple products in bulk: follow the steps to Bulk Update Products and use the Staples_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 Staples_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 Staples Inventory Export EDI 846.
  6. In the Export Options panel, set Export To to FTP and fill out the FTP fields. Make sure to check Use Passive and Use Secure FTP.
  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.

Configure PDF Invoices

With the Staples PDF Invoice plugin set up under your designated company, you can print PDF invoices with information about your Staples orders and the products they include through Sellercloud or Shipbridge. Based on the value of the STAPLES_ORDER_TYPE Custom Order Column, you can print the following invoice types:

  • Staples
  • Staples Advantage
  • Staples Canada
  • Quill
  • All HiTouch variants

To set up the invoice plugin:

  1. Go to the Company Settings of the company you created for the integration
  2. Click Toolbox and select Invoice Settings.
  3. Click Per Channel Preferences.
  4. For Website, select Plugin > Staples PDF Invoice.
  5. Click Save.
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