Actions & Action Templates
Inviting New Users
Partnership Billing Settings
Setting Billing Address
Single Sign-On (SSO)
Switching Between Accounts
Terms of Service
Viewing Subscription Info
Automating Price List Creation via Actions
Buyer Product Validation Guide
Check Order Status
Packing Slips - Buyers
Signing Up As A Buyer
Syncing Order Updates
Wholesale Guide for Buyers
Connecting Your Platform
Fixing SKUs in Scientific Notation
How to Set Up Pricing
Marking Products Active
Seller Quickstart Guide
The 4Ps of Seller Onboarding
Adding Barcode Values in WooCommerce
Creating Product SKUs
Downloadable Image Links
How Invoicing Works
Packing Slips - Sellers
Wholesale Guide for Sellers
Sending Test Orders
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
Connecting through Seller EDI for Wholesale - Advance Ship Notice (856) Specification
Connecting through Seller EDI for Wholesale - Purchase Order (850) Specification
Connecting through Seller EDI for Wholesale - Purchase Order Acknowledgements (855) Specification
Building API Integrations
Connecting Magento 2
Connecting through SFTP
Connecting through Web App
Getting Started with the Buyer API
How Inventory Sync Works
Integrating your CRM
Supported Connection Methods
Updating Shipping Information
Downloading EDI Files related to Purchase Orders
How To Update All Margins In A Price List
How can I confirm that Convictional can pull my Products from my WooCommerce Store?
How to Create a Test Order as an EDI Seller
How to Resend an Advance Ship Notice
How to Resolve " Your SFTP user requires delete permission on your SFTP server."
How to Resolve "Already Processed Files"
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."
How to check if you are a buyer or seller on Convictional?
Migrating Ecommerce Platforms
Using REF Segments for Identifying Vendors instead of an ISA ID
Updated by Kyle Tymoszewicz
Switching Between Accounts
Previously, someone with multiple accounts would have had to use a unique email for each account -- something like firstname.lastname@example.org. Now, your single email can be linked to multiple accounts and you can switch to any connected account via the app.
User Account Tied To A Single Company
Any user account tied to a single company will not see the dropdown option display in the app. The app will show your company name, URL, and whether the company is a Buyer or Seller. Example:
User Account Tied To Multiple Companies
Any user account tied to multiple companies will see a dropdown option display in the app. The app will show your active company -- the one that you are currently logged into.
Updating Your Account
Users who have multiple accounts may need to get in touch with our team in order to have their multi-company dropdown display in the app. If you have multiple accounts that you would like to connect your email to, please contact our Support team with an email titled "Multiple Accounts Per Email".