How to Automate Invoice Retrieval from Plentymarkets to Channel Engine

Created by Aleksandra Furundzic, Modified on Wed, 20 Nov at 6:59 PM by Aleksandra Furundzic

Manually retrieving and uploading invoices can be time-consuming and prone to errors, especially as order volumes grow. For example, an eCommerce business that uses Plentymarkets for order management and Channel Engine to reach multiple sales channels may need to regularly transfer invoice data between these systems.

Automating this process ensures that invoices are accurately and promptly uploaded from Plentymarkets to Channel Engine, reducing the workload for finance teams and minimizing the risk of manual errors.

TABLE OF CONTENTS

Steps to Automate Invoice Retrieval
Additional Resources

Steps to Automate Invoice Retrieval

Step 1. Create a New Task in SyncSpider

In SyncSpider, select the Tasks tab click the 'Add New Task' button in the top right. This will initiate the task setup process where you’ll configure the source and target integrations.

Step 2. Select Integrations and Entities

Now select Plentymarkets as the source integration and select Get Orders as the entity to retrieve order data.

Then, choose Channel Engine as the target integration and select Upload Invoice as the entity, and click 'Next' to proceed.

Step 3. Connect the Apps

Click 'Connect' for both Plentymarkets and Channel Engine.

A window will pop up for each app where you’ll select the specific integration to use, even if you only have one configured, then click 'Next' to proceed.

Step 4: Source Configuration

Check the box labeled Get Invoice PDF. This allows the task to fetch the invoice file associated with each order. This file will be downloaded as a ZIP containing the invoice in PDF format.

Check the Use Incremental Import box if you want the task to fetch only new or updated orders since the last task run.

Step 5: Mapping

Connect the Invoice PDF URL from Plentymarkets to the pdfInvoiceUrl field in Channel Engine.

For the merchantOrderNo field, you will need to create a custom concatenated field to properly match the data. Please see to the next step to configure this custom field.

Step 6: Configure Custom Concatenated Field

On the mapping screen, click the "+" icon next to Custom Fields in the bottom-left corner.

Select Concatenated Field from the Custom fields options.

A concatenated field combines multiple data fields into one, making it possible to map data that requires a unique or formatted value.

Configure the field and click 'Done.'

Name: Enter a descriptive name like "MerchantOrderNo".

Concatenate Columns: Select the fields to combine for creating the Merchant Order No.

Concatenation Character: Add a separator if needed (e.g., dash or space).

Prefix: Add a prefix to the concatenated value if required (e.g., "mon-").

Postfix: Add a postfix to the concatenated value if applicable (e.g., "-ID").

Skip Empty Values: Enable this option to exclude empty fields.

Step 7: Run the Task

Once the mapping is completed, you can run the task which will create the invoice PDF.

This task could be part of a multi-step task that runs on a series of triggers, automating the process from receiving a new order to generating and uploading the invoice:

Task 1 - New Order: Retrieve new orders from Channel Engine and send them to Plentymarkets.

Task 2 -Acknowledge Order: Send order acknowledgments from Plentymarkets back to Channel Engine.

Task 3 - Create Cancellation: Process order cancellations in Plentymarkets and update Channel Engine.

Task 4- Merchant Return: Handle merchant returns by retrieving data from Plentymarkets and updating Channel Engine.

Task 5 -Create Shipment: Export shipment details from Plentymarkets to Channel Engine or a CSV for fulfillment.

Task 6- Upload Invoice: Retrieve invoices from Plentymarkets and upload them to Channel Engine.

Additional Resources

Learn more about SyncSpider's capabilities and how to optimize your Plentymarkets and ChannelEngine integrations with these additional resources:

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