Heartland Retail Shift4shop Integration Manual

After you sign-up with Octopus Bridge, you will be given the login details. Login details are your Username and Password. You can login to your account at http://gui.octopusbridge.com/octopus

Once you login to Octopus Bridge using your login details, you are automatically redirected to the Product Management tab where you will be able to see all the items uploaded from the POS.

In the product management module, a user can perform the following actions:

Advance Search: To view advance search, click on the + button on top right corner of the screen.
Push Products to Shopping Cart: To push products to the shopping cart.
Select All Pages: This will Select all the products listed under the Product Management module
Items Per Page: This will allow to select the no. of items you want to display per page.
Select All Items on Current Page: Clicking on this checkbox will allow you to select all products on the current page.
Edit Product: Click on Product SKU or Product Title to edit product information.
Delete Product: To delete a product, click on the checkbox in front of that particular product and click on “Delete” icon located in right side of the screen.

Advance Search

You can search for a specific item with the following search criteria:

Source Category
Item SKU
Item Description
Item Keyword
Parent SKU
Brand
Marketplace
Item Status
Location
Style
In stock?
Supplier
Date Added
Price Range
Stock Level
Image Status
Custom Fields
Store

If Product items are not shown after doing search, it means that the product item is not yet synced from the POS. Also, make sure that in searching items, you are using the correct Item SKU or Parent SKU. Example below shows that item is not yet found in Octopus Bridge.

Edit Product

Clicking on Product SKU or Item Name will redirect you to ‘Edit product’ page. This is where you can edit products’ information that are linked from the POS to Octopus Bridge. You can perform the following actions in Edit Product page:

Edit Product Name: You can create new product name to be displayed in your E-commerce platform. Make sure to click on the box to prevent over-writing Product Name from the POS.
Create Parent SKU: Make sure to create a Parent SKU for creating matrix items.
Create Product Description: If you want to create a new description to be displayed in your E-commerce platform, make sure to check this box to prevent POS description from over-writing description in your E-commerce platform.
Matrix item attributes: If you are creating a matrix item, make sure to input Style Name and Style Value.
Upload Product Images: You can upload up to five images per item in Octopus. Make sure to reload page after uploading image/s.

Publish Items to Shopping Cart/Marketplace

After you have updated an item under ‘Edit Item’ page, you can go ahead and publish this item to a specific Shopping cart or Marketplace. Under Product Management tab.

1. First you need to select which item/s you want to publish. The example below shows we are selecting three items.

2. Next, select which Shopping cart or Marketplace you want to publish the item. In the example below we are selecting Shopify as our shopping cart.

3. Then click on the Add icon on the right to publish. Once you are done, items can now be viewed under the Shopify 'bucket.

Import Products

If you do have a point-of-sale system or want to quickly edit items by Exporting / Importing multiple items, Import Products is a great option.

1. Click Add New Template to start .

2. Click History to select a file previously uploaded on Octopus Bridge.

3. Click Import New to import a new template after it has been created.

4. Action:

Notify- you can type in your email to get notifications if modifications are being made in the file.
Modify- click to update files.
Delete- delete existing files from the list.

POS Code Mapping

You can use POS code mapping if you want to map POS values to octopus bridge values. POS values are commonly in a coded format. For example, blk. You need to set blk into black which is more understandable for users viewing the website. You can also map multiple values at the same time using a spreadsheet format.

POS Code Upload Format: You can download the excel format by clicking on the “POS Code Upload Format” link.
Choose File: Once you have made changes in the excel format, select spreadsheet file to upload.
Click on upload after selecting file.
Select Field Name.
Replace All Value: Click to replace value after selecting Field Name.
Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.
Search: You can search specific value using the search bar.
Channel Value: Edit Channel value here.

Order Search

You can search for a specific order with the following search criteria:

Source of Order: You can select the shopping cart/marketplace from where the order was placed
Order Status: Ordered/Shipped/Declined
Order No: Specific order number of shopping cart/marketplace
Username/email address: Customer’s username or email address
Date Filters: Sort order on a specific date period
SKU: Item SKU Number

All Orders:

Order Date: The date and time when the order was downloaded

Channel Mgr Order #: Each order, when downloaded into Octopus, is given an Octopus order number. This number is also pushed to the point of sale system for reference.

Marketplace Order #: This is the order number received from your website or marketplace. The number is prefixed by the platform abbreviation for easy reference. This number is also downloaded into the point of sale system.

Customer Bill To and Customer Ship-To Details are received from the website.

Total: The total amount of the order.

Status: Depending on where the order is coming from, it would be either in Pending/Processing or Paid status. Orders coming from marketplaces are marked Paid as they are already paid for. Orders coming from websites built on Magneto/Woo/etc might be marked as Processing depending on how the website is set up.

Tracking: This feature is only applicable for Offline POSs, such as RetailPro, RMS etc. Octopus Plugin updates the Tracking Number on our system generated by the Shipping company of the Merchant. It also works for the merchants, who uses Ship Station and Ship Work integration with Octopus.

Action: When orders are downloaded from website into Octopus, all items must match with items uploaded from the POS. For example, if an ordered item has a different SKU than what was uploaded from POS, the order will NOT be downloaded. In such cases, Edit link will show. This allows you to Edit the order and fix the SKU number so that it matches with one of the existing items. After the SKU has been fixed, the order would download during the next sync cycle. Orders not showing Edit indicates that the orders have been downloaded into POS and cannot be edited.

Page Tab: You can navigate to a particular page by clicking on that particular page number.

Downloading Orders

Orders are downloaded automatically from the E-commerce platform to Octopus on a scheduled basis. You can also manually download orders from a specific E-commerce platform. Just click on the orders tab in the Shopping cart module you selected then click on the ‘Download orders from Shopify’ button.

Order Details

In order details page, you can view all the order information downloaded from the e-commerce platform to Octopus.

Order Details: Order details section contains the following information:

Order No
Order Date
Current Order Status
Billing Address
Shipping Address
Customer Contact Details

Order Summary: Order summary section contains the following information:

SKU
Identification number
Seller SKU
Description
Quantity
Unit Price
Shipping Amount
Tax
Discount
Grand Total

About Heartland Retail

Heartland Retail, formerly Springboard Retail, is a cloud-based POS and retail management system. It has been designed by retailers, for multichannel and multi-store retailers. The dashboard of the POS allows users to better understand their shoppers by collecting information at the point of sale level. Using this data, the POS produces high-level reports about purchase history and customer’s buying habits. Heartland POS’ inventory management module facilitates inventory visibility across all store locations.

24Seven, in collaboration with Heartland, has developed a seamlessly POS eCommerce integration using Octopus.

Octopus is a cloud-based bridge that facilitates an integration between Heartland Retail and leading eCommerce platforms. The two-way automated synchronization of data eliminates the need for manual data-entry, saves time, and minimizes labor costs. Orders placed on eCommerce website are automatically updated into Heartland Retail POS, thus eliminating repetitive order and customer entry, and other data entry errors. Our Heartland Retail and eCommerce integration ensures stock levels remain updated across all online and offline sales channels.

Heartland Setting Details

Go to https://gui.octopusbridge.com/octopus
Login using user octopus account credentials.

Once you have logged in, go to POS>>Heartland.

Click on Settings.
Enter the following details:

Base URL: Heartland Retail login.
Client ID: This will be provided by Heartland team.
Client Secret: This will be provided by Heartland team.

To generate an API token for Heartland, click on the Generate Token button.
It will redirect you to the Heartland website and ask for the login details.
Login and authorize Octopus application. Once the authorization is done, it will redirect back to the octopus settings page with the API token.
Please select Sync Status to Enable if you want to update Octopus products from Heartland automatically.
Click on the Save button.

Note: You can select the Sync Status as Disable while you’re still setting it up. Please remember to go back and change to Enable after setup is completed and tested.

Heartland Custom Rules

This is where we set up advance settings for the products. These settings include Heartland setting details and scheduling.

Please log into Octopus and go to POS >> Heartland >> Custom Rules.

Heartland Settings Panel

Please fill in the Heartland details here. This information is used when orders are pushed into your POS.

Please follow the steps below for filling in the above Settings Panel:

Shipping Method ID: To get a Shipping Method ID, login to your heartland account.

Go to Settings>>Shipping Method.
You will see a list of shipping methods.
Enter the name of the shipping method you would want to enter Octopus.

Sales Rep:

Go to Settings>>Users
You will see the list of users.
Enter the name of the user you would want to enter Octopus.

Payment Type:

Go to Settings>>Payment Types
You will see the list of payment types.
Enter the name of the Payment Type you would want to enter Octopus.

Source Location ID:

Go to Settings>>Locations.

Click on the Location.

The Location ID will be shown in the URL.

Station ID:

Go to Settings>>Locations.
Click on Stations tab.
Copy the station ID and paste in Octopus.

Schedule Setting Panel

You can set scheduler time for automatic updates or upload product data from Lightspeed. Scheduler time is set by time intervals.

Sync All Inventory – Check this box if you want to sync all products from the POS.

Connect Octopus to Shift4shop

Go to https://gui.octopusbridge.com/octopus
Login using user octopus account credentials.
Once you have logged in, go to shopping carts/Shift4shop

Click on settings and enter the following information:

Shift4shop Base URL: Enter your Shift4Shop store URL.
Shift4shop API Key: To generate the Shift4Shop API key, click on the Generate Token button.

After clicking the Generate Token button, you will be redirected to the Shift4Shop webpage.
Enter your Shift4shop store URL in the store URL text box.
Click on the Proceed button.
After clicking on the proceed button, you will again be redirected to octopus bridge and the Shift4Shop API key will be populated.

Enable Pass-through: When setting up the configuration for the first time, this option should be set to No.

Setting No, means that any items uploaded from the POS to Octopus will remain at Channel level. These items will not be pushed to your Shift4shop platform unless it is done manually. This is the recommended setting while configuring the system for the first time.
You also may set this to No if you have set up your POS to upload All items into Octopus, but you do not want to send All items, automatically, to your eCommerce platform. Setting this to No gives you the opportunity to make items web ready before publishing them to your website.
Once you set it to Yes, any items uploaded from the POS will automatically be pushed to your Shift4shop platform. This is recommended only when the settings have been fully configured and tested.

d. Sync Status: Select Enable

Click on the Save button to save the settings.

Shift4Shop Product Module

In Product Management, when an Item is selected to be published to an eCommerce platform, it is first sent to the specific Shopping Cart Module (SCM). SCM for each supported shopping cart, including marketplaces such as Amazon and eBay, gives users the ability to define shopping cart specific rules.

These rules may vary based on the eCommerce platform that you are using. For example, Items being sent to Shift4Shop may have a different Product Name, Prices, and Quantity as compared to items being sent to eBay.

Whereas Product Management module shows all the products uploaded from the POS, Shift4Shop Product module shows only those items that are actively synchronizing with Shift4Shop.

Hover your mouse to the Shopping Carts tab
Select Shift4Shop under the drop down menu
Click on Shift4Shop products

All Shift4Shop Products:

This screen shows items that have been enabled to sync with Shift4Shop and should already be in sync. To manually p ublish items to Shift4Shop, Select All Pages and Publish.
You can also use CheckBoxes to select a specific item to publish.
Product SKU: The dot is an indicator if a product is successfully synchronizing with the website. Green means successfully added while red means it is not successfully synced. If Red, you can use the Log files to troubleshoot.
When an item has been successfully set up to sync with Shift4Shop, it shows its Shift4Shop ID. If an ID is missing, it means the item is not yet synced with Shift4Shop.
Add Product to Shift4Shop: This button allows you to add products to a Shift4Shop website.
Search tab: This tab allows you to search for a specific item by entering the product SKU or keyword.
Item per Page: Clicking this will create a drop-down box where you can select how many product items to be displayed per page.

Map Brands

This option allows to ‘map’ POS Brand structure to Shift4Shop brands so that POS brand labels are placed in the right item when loaded into Shift4Shop platform.

The left-hand side shows the POS Brand structure.
Downloaded website brands from Shift4Shop platform are shown on the right hand side with a drop-down box.
The drop-down menu shows mapped and unmapped brands. To map additional brands, click unmapped Brands from the drop-down menu, then select which brand to map.

Download Categories

Shift4Shop has certain limitations with POS integration. One of which is the inability to create POS Department & Category structure in Shift4Shop. In order for the integration to work, make sure to create your Department & Category structure in Shift4Shop first. Once created, you can Download Category structure into the Channel.

To download Shift4Shop Category:

First you need to click on the Download Category tab
Then click on the Download button
Once you download categories it will show how many categories that are downloaded successfully.

Map Categories

When items are uploaded from a POS into Octopus, they are uploaded with POS Department & Category structure. At the Octopus level, it’s called Source Categories.

POS Category structure may or may not be the same as Shift4Shop Category structure. This option allows to ‘map’ POS category structure with Shift4Shop Categories so that POS items are placed in the right category.

The left-hand side shows the POS category structure.
Department & Categories downloaded from Shift4Shop are shown on the right-hand side with a drop-down box.
The drop-down menu shows mapped and unmapped categories. To map additional categories, click unmapped categories from the drop-down menu, then select which category to map.Note: If it does not show your website categories, you may need to download them first. Please look at how to download categories section.

Map Product Attributes

Merchants using various POS systems may use any of the fields within a POS while creating items. Map Fields option allows a merchant to map Shift4Shop product fields with their own POS product fields.For example, Shift4Shop website Product Name (Title) can be mapped with any of the POS data fields provided in the pull-down menu. This also provides an option NOT to send certain POS data to the website. Some fields, such as, SKU and Quantity are mandatory and are automatically updated in the website.

Custom Rules

Under Custom Rules, Merchant can set various rules before publishing the product data into online store.

Custom Title: The Product Name can be edited and made Search Engine friendly.
Stock Rule: The quantity inserted in the box will be reduced from the Product Management stock. For example: In Product Management, if total quantity of an item is 50 and you inserted 10 in the ‘Enter Value’ field; in Shift4Shop, the quantity of the item will be shown as 40.
Out of Stock Rule: Select the checkbox if you want to delete products from Online Store when stock reaches at ‘Zero’.

Product Status: If you want to post new products as draft, you need to check this rule.
Order Inclusive Tax: If you posting the product price inclusive tax, you need to check this rule.
Order Tax after Discount: If you are calculating tax after discount, you need to check this rule.

Products Not for Sale: If you want to post products as not for sale, you need to check this rule.
Post all products as Simple: If you want to post all products as simple products, you need to check this rule.
Least Priced item as Config: If you want to display the least priced item as matrix product, you need to check this rule.
Special Price Rule: This rule gives you the option to put items on sales based on either Sales Date or Sales Price.

Heartland Retail Shift4shop Integration Manual

About Octopus Bridge

Product Management

Advance Search

Edit Product

Publish Items to Shopping Cart/Marketplace

Import Products

Add New Template:

POS Code Mapping

Order Management

Order Details

Logs

Map Product Attributes

Company

Services & Resources

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