Zoro Tools Account Integration

Overview

Zoro is an e-commerce company specializing in selling industrial equipment, supplies, and tools online. They offer a wide range of products, including hand tools, power tools, safety equipment, janitorial supplies, plumbing equipment, and more.

Integrating Zoro into Sellercloud allows you to seamlessly import orders, upload tracking information, create invoices, and ensure your listings are 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 SPS Commerce.

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 Zoro into Sellercloud, complete the following requirements.

Contact SPS Commerce Support for your FTP details: Server Name, Username, and Password. You will need them when setting up scheduled tasks to automate the plugins.

Sellercloud Support

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

• Zoro Tools EDI850 Order Import – Imports orders from Zoro Tools to Sellercloud in EDI 850 format.
• Zoro Tools Order Export EDI 855 – Sends order acknowledgment to Zoro Tools in EDI 855 format.
• (Optional) Zoro Tools SPS Modified Order Ack Export EDI 855 – Sends order acknowledgment to Zoro Tools in EDI 855 format. Includes backorder logic support.
• Zoro Tools EDI856 Order Export – Exports tracking information to Zoro Tools in EDI 856 format.
• Zoro Tools EDI810 Order Invoice Export – Exports invoices to Zoro Tools in EDI 810 format.
• ZoroTools EDI846 Product Export – Exports inventory to Zoro Tools in EDI 846 format.
• Zoro Tools PDF Invoice – Generates a printable PDF packing slip in a format that complies with Zoro’s requirements.

Custom Company Settings

Create the following Custom Company Settings.

On your default company:

• ISAControlNumber
• GSControlNumber
• STControlNumber
• (Optional) ZoroTools_UseProductionMode – Set to False during testing and True when ready to go live. This setting is required for the 997 export, along with adding the note FTP to the Order Import task.

On the company created for the integration:

• ZoroToolsISAID – Set to ZOROTOOLSINC.
• ZoroToolsISAQualifier – Set to ZZ.
• ZoroToolsCustomerISAID – Add a unique phone number that you don’t use for any other integration.
• ZoroToolsCustomerISAQualifier – Set to ZZ.
• ZoroTools_InventoryReferenceNumber – A unique counter for each document.
• ZoroTools_CompanyInternalVendorNumber
• ZoroTools_997RemoteFolder – Enter the path to the folder on your FTP where the 997 EDI files will be stored. An example value of the option could be a folder path such as ‘/incoming/intchg/.
• (Optional) ZoroTools_ImportOrdersAsWholesale – Set to True to import orders as Wholesale and without payment.
• (Optional) UseCustomerShippingPreferenceForZoroTools – Set to True for the Tracking Export plugin to read the order user’s shipping preferences and use them for mapping if they are set.
• (Optional) ZoroTools_WarehouseCode

Custom Product Columns

Create the following Custom Product Columns:

• ZoroTools_SKU – The product’s SKU at Zoro.
• (Optional) ZoroToolsSafetyQty – A Safety Quantity for products on Zoro.
• (Optional) ZoroTools_Enabled – Enable only specific products for Zoro. Set to True for any products you want to send with the Inventory Export plugin.

Custom Order Columns

Create the following Custom Order Columns:

• ZT_InternalVendorNumber – Set the Data Type to String.
• ZT_AssociatedPO – Set the Data Type to String.
• ZT_CustomerOrderNumber – Set the Data Type to String.
• ZT_CancelReason – Set the Data Type to String.

Order Import

The Zoro Tools EDI850 Order Import plugin imports order data from Zoro to Sellercloud in EDI 850 format.

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 Zoro Tools EDI850 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:
   1. Fill in “FTP” in the Note field.
      This is a necessary requirement for the 997 transactions along with the ZoroTools_UseProductionMode Custom Company Setting. The files are uploaded to the path defined in the ZoroTools_997RemoteFolder.
   2. Click the Enable button.
9. Click Save.

Order Acknowledgment

The Zoro Tools Order Export EDI 855 plugin sends order acknowledgment to Zoro following the 855 EDI format and marks orders as acknowledged after export.

Оptionally, you can use the modified Zoro Tools SPS Modified Order Ack Export EDI 855 version of the above plugin with the following updates:

• BackorderQty:
  Any item with a Backorder Quantity will be exported along with the Backorder Date.
• Item Rejections:
  If the order status in Sellercloud is Cancelled, the plugin will export the order as Rejected.
• Price/Qty Changes:
  Items with a price or quantity different from the original imported values will be sent to Zoro as an Item Price Change or Item Quantity Change, respectively. If both have changed, it will be an Item Quantity Change.

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 Zoro Tools 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.
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

The Zoro Tools EDI856 Order Export plugin exports tracking from Sellercloud to Zoro 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
• 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 Zoro Tools EDI856 Order 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 Zoro Tools EDI810 Order Invoice Export plugin exports invoices from Sellercloud to Zoro in EDI 810 format.

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 Zoro Tools EDI810 Order 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 ZoroTools EDI846 Product Export plugin exports inventory from Sellercloud to Zoro in EDI 846 format.

Optionally, you can enable only specific products for Zoro by setting their ZoroTools_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 ZoroTools_Enabled column, and Save.
• For multiple products in bulk: follow the steps to Bulk Update Products and use the ZoroTools_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 ZoroTools_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 ZoroTools EDI846 Product 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.

Configure PDF Invoices

With the Zoro Tools PDF Invoice plugin set up under your designated company, you can print PDF invoices with information about your Zoro orders and the products they include through Sellercloud or Shipbridge. 

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 > Zoro Tools PDF Invoice.
5. Click Save.