Connecting Cartum integration helps you quickly track work orders, synchronize them with statuses, and import products and contacts directly into the RO App.
The work order table has a separate filter parameter — Store. With its help, you can display only:
work orders created in the RO App,
work orders created through connected integrations,
all work orders.
There is also an additional column — Store, which displays the name of the store. Click on it to open the page with work orders on the primary Cartum platform.
In additional actions, you can manually synchronize work orders with Cartum. To do this, select the desired work orders, click Other actions > Update work orders. This can be done once every 10 minutes.
⚠️Important: to work with synchronized work orders, employees must have the “Can add products without deducation” permission enabled.
Importing work orders
Each work order imported from Cartum has four additional fields:
Store — the name of the store where the order was created.
External ID — a unique work order identifier on the Cartum platform.
Created — the date and time the work order was created on Cartum.
Last update — the date and time of the last work order synchronization with the platform. Click the update button to manually synchronize data with Cartum (available once every 10 minutes).
Thanks to this synchronization, every new work order from the Cartum platform is transferred to the RO App.
Work order data transferred from Cartum to the RO App:
Order number — this data is displayed in the order itself.
Creation date — the date the work order was created on the Cartum platform.
Order status — set according to the rules configured above.
Customer — the buyer's first name, last name, phone number, and email address.
Order items — products added to the order, their quantity, and price.
Order amount — the total cost of all products in the order.
☝️ Please note: the currency for products on Cartum must match the currency set in the RO App.
Updating work order statuses
When you update the status of such a work order in the RO App, the status also changes in the same work order on Cartum according to the above-configured correspondences between statuses.
If you edit the quantity of products in a work order on Cartum before they are written off in the RO App, the data is synchronized and updated in the corresponding RO App order. After write-off, changes are no longer transferred.
Importing prosucts
All new products with a unique code added to an order in Cartum are imported together with the work orders to the inventory in the RO App.
☝ Products are imported in the language you set when configuring the integration.
The system compares imported products with those already in your account by the value set in the Identify products by field in the integration settings (name, article number). If the values match, the products are considered identical and are not duplicated.
The product code is transferred to the “Item number” field, and data is also imported into the “Name” and “Description” fields. For all items, the unit of measurement is set to piece, regardless of the settings in your Cartum account. If the category of the imported product already exists in RO App, the existing one is used; if not, a new one is created.
Products from Cartum are added to the work orders as non-deductible products, retaining their quantity and price.
Importing customers
Along with the work orders, the customer is also imported into the contact database in the RO App. The customer's first name, last name, phone number, and email address are transferred.
If your RO App contact database already contains a contact with the same phone number, it will automatically be substituted as a customer during work orders import and will not be duplicated in the database.