Connecting Cartum integration helps you quickly track work orders, synchronize them with statuses, and import products and contacts directly into the RO App.
❓ Learn how orders synced from ecommerce integrations work:
how to filter orders by platform;
how to view the shop name and order data;
how to manually synchronize orders with the shop;
what additional data is available inside the imported order.
Importing work orders
Thanks to this synchronization, every new work order from the Cartum platform is transferred to the RO App.
⚠️Important: to work with synchronized work orders, employees must have the “Can add products without deducation” permission enabled.
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.
Delivery information (if available) — details about the delivery of products for this work order.
☝️ Please note: the currency for products on Cartum must match the currency set in the RO App.
Delivery information
If you select your own delivery method (not from the list of available options) for your Cartum work orders, a comment will appear in the event feed with the name of the method, delivery cost, and recipient's address.
After changing the delivery details in your Cartum work orders, a new comment with the updated information will appear in the event feed.
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 clients
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.