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
Table of Contents
Updated by Jessica Powell
In order to connect with Convictional, you will need to determine how you'll share information with and receive information from Convictional. Convictional has a few options for connecting, and the method you choose will reflect how you're already conducting business in almost every case.
Modern Ecommerce Platforms
For sellers on ecommerce platforms (Shopify, WooCommerce, BigCommerce and Magento 2) please refer to the guides below:
Once the correct supported platform has been identified, go to the Settings tab, connect your platform, and provide the requested permissions.
If you've connected with an ecommerce platform, please confirm that your Products have synced through in the Convictional Products tab and then proceed to setup your prices using the Importing Prices guide.
CSV / SFTP Methods
For sellers looking to connect via an API integration, please refer to our API guide here.
EDI Integration via SFTP
For sellers looking to connect with their partners via EDI, please refer to our EDI guide here.
If you're unsure of whether your ecommerce platform or method of information sharing is currently supported, please refer to our list of connection methods at here.
Once you have identified the best connection method for your needs, please follow the steps specific to that method to ensure that we have a way of connecting with your systems.