Getting Started on Convictional
Signing Up As A Buyer
Signing Up As A Seller
Single Sign-On (SSO)
Step by Step for Buyer Onboarding
Step by Step for Seller Onboarding
Successful Support Interactions
Adding Barcode Values in WooCommerce
How can I confirm that Convictional can pull my Products from my WooCommerce Store?
Updating your WooCommerce URL
CSV managed account
Connecting through SFTP
Downloadable Image Links
Fixing SKUs in Scientific Notation
How to Resolve " Your SFTP user requires delete permission on your SFTP server."
How to Resolve "Unable to access your SFTP server"
How to Resolve "Your SFTP user requires read permission on your SFTP server"
How to Resolve "Your SFTP user requires write permission on your SFTP server."
Building API Integrations
Getting Started with Webhooks
Getting Started with the Buyer API
How to Create an Order for the Buyer API
Connecting through Seller EDI - Invoice (810) Specification
Connecting through Seller EDI for Dropship
Connecting through Seller EDI for Dropship - Advance Ship Notice (856) Specification
Connecting through Seller EDI for Dropship - Inventory Update (846) Specification
Connecting through Seller EDI for Dropship - Purchase Order (850) Specification
Connecting through Seller EDI for Dropship - Purchase Order Acknowledgements (855) Specification
Downloading EDI Files
How to Create a Test Order as an EDI Seller
How to Resend an Advance Ship Notice
How to Resolve "Already Processed Files"
Migrating Ecommerce Platforms
Supported Connection Methods
How to Change Your Commerce Type
Integrating your CRM
Inviting Team Members
Setting Billing Address
Switching Between Accounts
Viewing Subscription Info
Actions & Action Templates
How to Determine the Remaining onboarding steps for a Partner
Buyer Product Validation Guide
Exclusive Collaborations - Syncing Unpublished Products
How Inventory Sync Works
How to Solve Shopify "Item Not Recognized" Error
Marking Products as Active or Inactive
Check Order Status
Fixing an Order Sync Timeout Error
Fulfilling orders from your ecommerce platform
Packing Slips - Buyers
Packing Slips - Sellers
Sending Test Orders
Configuring Per-Order Fees
How Invoicing Works
How Taxes Work
How to Delay an Invoice
Partnership Billing Settings
Understanding Per-Order Fees
Table of Contents
Updated by Jeremy Tupper
Convictional offers a light version of integration with your CRM system so that you can stay on top of communications with your trading partners.
We do this by providing a way to pass your CRM provided BCC email address (which blind copies your CRM on all communications) to our system.
Some of the benefits include:
- Stay current on communications between Convictional and your trading partners (vendors or customers)
- Easy to implement and change in the event you change CRM systems
- Outsource routine notifications for order and product sync issues to Convictional
1. Get your BCC email address
Where you can find it depends on the CRM you are using. Here are links for some popular CRM systems that our customers tend to use. It will work with any CRM that supports BCCing:
2. Copy the email into our settings
Here is the appropriate place in your Company Settings to paste the email from your CRM system:
Once you have pasted the email, save your settings so that the change is reflected company wide.
That's it. Moving forward, we will BCC you on all relevant communications with your partners.