Integrations with e-commerce platforms help automatically transfer orders, products, and clients to RO App.
This article first describes the general import logic for orders, products, and clients import, and then lists the features for individual platforms. If a platform is not mentioned in the distinctive features sections, the integration works according to the general logic.
This format will be especially useful if you work with several platforms — here you can see all the differences in one place at once.
How order import works
After connecting to RO App, all new orders are transferred.
To work with synchronized orders, an employee needs the “Can add products without deduction” right.
The following order data is transferred: order number, creation date, client (first name, last name, phone number, email), products, quantity, price, amount.
The currency on the platform must match the currency in RO App.
After the products are written off in RO App, changes in the order from the platform are no longer synchronized.
Distinctive features
Cartum
Immediately after connection, all orders from the past two months—except those with Delivered status—are imported in a one-time process.
Order statuses are synchronised.
Shopify
Immediately after connection, all orders from the past two months—except those with fulfilled, canceled, and refunded status — are imported in a one-time process.
There is no synchronization of statuses between platforms.
The initial status of an order is set based on the settings of the type to which it belongs.
WooCommerce
Immediately after connection, all orders from the past two months—except those with Completed, Cancelled, Refunded, Failed, Trash status — are imported in a one-time process.
An order is not transferred if it does not contain any products, does not specify a client, or the client's profile does not contain an email or phone number.
The Completed status will not be set on the WooCommerce platform if the products in the order are not written off in RO App.
Delivery information is not transferred.
How order delivery works
Delivery details will be communicated as a comment in the event feed. The name of the delivery service, delivery cost, and recipient's address will be displayed there.
After changing the delivery details in the order, a new comment with updated information will appear in the event feed.
How product import works
All new products added to the order are imported together with the order into the catalog in RO App.
The system compares the products with the existing ones by the value selected in the “Identify products by” field (name, SKU, or ID, depending on the integration). If the values match, the product is not duplicated.
Data is imported into the fields: Name, Description, SKU (and/or Code — if provided by the integration).
The unit of measurement for all items is piece, regardless of the settings on the platform side.
If the category already exists in RO App — the existing one is used; if not — a new one is created.
Products are added to the order as products without deductions, retaining their quantity and price.
If the quantity is changed on the platform side before deduction in RO App, the changes are synchronized. After deduction, they are not.
Distinctive features
Shopify
The SKU is transferred to the 'SKU' field, and the product ID is transferred to the ‘Code’ field.
WooCommerce
The SKU is transferred to the ‘SKU’ field, and the product ID is transferred to the “Code” field.
If the product belongs to one hierarchical category with different nesting levels, the lowest nesting is used.
If the product belongs to several categories of the same level, the one that is higher in the alphabetical list is used.
If the product belongs to several categories of different levels, the more general one (higher in the hierarchy) is used.
How client import works
Along with the order, the client is imported into the RO App contact database.
The following data is transferred: first name, last name, phone number, email.
If your RO App contact database already has a contact with the same phone number (or email, where applicable), it is substituted as the order client and is not duplicated.
Distinctive features
Shopify
The client's address is also transferred.
For the Basic pricing plan, client data is not transferred — in RO App, such clients are displayed as Not specified. For Grow and higher pricing plans, all data is transferred in full.
WooCommerce
Matching by phone number or email. The phone number is taken from the delivery or payment information in the order.
If there is no email or phone number, the client is not created and the order is not imported.