Documentation

IDEA Commerce

Author: Łukasz Strumiński

Created: today at 07:08. Updated: today at 07:23.

The IDEA Commerce platform allows you to optimize order processing time to a minimum and carry out comprehensive automation of sales processes, as well as those related to warehouse management, marketplace integrations, and couriers. What distinguishes this platform is its practicality and adaptability to all the needs that arise in a company.

For more information about this solution, visit the IDEA Commerce website.

We will show you step by step how to integrate Thulium with the IDEA Commerce platform.

From the Administration tab, select Advanced → Integrations.

A window with available integrations will appear on the screen—select IDEA Commerce from the E-commerce section.

Then fill in the appropriate fields:

where:

• IDEA Commerce name - platform instance name {instance_name}.ideaerp.pl,
• Rest API Token - API key for a given instance.

After entering your authorization details in the Thulium panel, click to authenticate the integration. If the authentication is successful, the following message will appear on the screen:

By clicking on the button , we can restart the authentication process.

After authenticating the application, complete the Other data section.

If the remaining data has been entered as part of the integration configuration in the Thulium panel, you can save the integration by clicking or save and run it at the same time .

If you only want to save the data, you should then run the IDEA Commerce integration:

To start another integration with the same e-commerce platform, click and re-enter the relevant authorization and configuration data.

Once such integrations have been launched, information about them will be visible in the list of integrations under Administration → Integration.

How to integrate the customer?

To synchronize the customer database in IDEA Commerce and Thulium for the first time, click the button  located in the Customers tab in the upper right corner of the page in the Add section. Subsequent synchronization of new customers (new orders) takes place automatically (every half hour) and there is no need to use this button.

After clicking the button, a window will appear confirming synchronization.

See what the integrated customer card looks like:

On the right-hand side, a new IDEA Commerce tab appears, containing basic information about the customer's orders.

Additionally, orders are available in the Contact History section under ORDERS:

If Allegro integration is also enabled, it will be possible to download two formats of email addresses that are hashed (with “+” and without “+”). Another advantage of using both integrations is the ability to retroactively assign tickets from the allegromail.pl domain to newly imported IDEA Commerce customers.

This action is intended to streamline the assignment of tickets to a given customer's card.