Actions & Action Templates
How to Change Your Commerce Type
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
How to Delay an Invoice
Packing Slips - Buyers
Shopify Product Syncing
Signing Up As A Buyer
Step by Step for Buyer Onboarding
Syncing Order Updates
Wholesale Guide for Buyers
Connecting Your Platform
Exclusive Collaborations - Syncing Unpublished Products
Fixing SKUs in Scientific Notation
How to Set Up Pricing
Marking Products as Active or Inactive
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
Taxes and Manual Invoicing
Wholesale Guide for Sellers
Editing Price Lists
Sending Test Orders
Step by Step for Seller Onboarding
Updating Permissions for the Convictional App on Shopify
Updating Shopify Store URL
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
Building API Integrations
Connecting Magento 2 - Buyer
Connecting Magento 2 - Seller
Connecting through SFTP
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 Create an Order for the Buyer API
How to Determine the Remaining onboarding steps for a Partner
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 Total Number of some kind of Resource using the API
How to check if you are a buyer or seller on Convictional?
Migrating Ecommerce Platforms
Table of Contents
- All Categories
- Inviting Customers
Updated by Jessica Powell
Before you can start trading with your customers via Convictional, you will need to invite them to create a Convictional account.
Step One: Invite A New Partner
To create a new partner to trade with you, head to the Partners tab and click "invite":
Step Two: Partner Setup
A new screen will pop over, giving you the ability to invite a partner via email and assign them a price list.
Creating a partner is the first step in trading with your customer. Your partner will receive an email invite, providing them with a way to join the Convictional network and start trading with you.
If they are already in the Convictional network, they will see you added within their Partners tab.
If they are not already in the Convictional network, they will be invited to create an account in order to connect with you.