Only when you switch the integration to production does Xentral exchange data with TB.One automatically in the background. Going live takes place in two stages. This way, you make sure that you have tested every feature and that none of them accidentally sends data to your channels.
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Navigate to Settings > Integrations.
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Click on the gear icon for your Tradebyte integration.
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Switch to the Workflows tab.
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In each sub-tab that you want to use, activate the Active switch.
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Click on Save.
If mandatory fields (marked with *) are not filled in, Xentral displays an error message. In this case, add the missing information in the affected sub-tab, click on Save, and activate the Active switch again.
As long as Channel active is switched off, Xentral does not exchange any data automatically yet. You now test the active features specifically via the journal. Xentral does not transfer features that are not active, not even via the journal.
Important
Xentral only imports orders that were created after the Orders sub-tab was activated and are not older than three days.
Test each feature before you switch the integration to production:
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Limit the product assignment to one or a few products (see the article Tradebyte: Assigning products).
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In the main menu, navigate to Automation > Journal.
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Filter by your Tradebyte integration (Channel column) and select the tab that you want to test, for example Articles, Stocks, Prices, or Orders.
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Trigger individual records manually: in the row via the icon for running again, or for all filtered entries in the Articles tab with Synchronize filtered and in the Orders tab with Re-run filtered. You import individual orders in the Orders tab with Import sales orders, specifically via their order number.
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Check in TB.One whether product data, stock level, and price arrive correctly.
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For imported orders, check in particular the project, customer, payment method, shipping method, shipping costs, and taxes.
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For order status and tracking, check whether the order appears in TB.One as shipped with a tracking number.
The article Import/export journal explains all functions of the journal.
Caution
Switch the integration to production only when it transfers your test data correctly and as expected.
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Switch to the Configuration tab and, there, to the General settings sub-tab.
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In the Identity section, set the Mode to Production.
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In the Status section, activate the Channel active switch.
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Click on Save.
Xentral now starts the processes for the data exchange and runs them automatically in the background. In the overview under Settings > Integrations, the active features are marked green.
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Expand the product assignment to all products that you want to sell through Tradebyte.
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In the first few days, regularly monitor the journal under Automation > Journal, filtered by your Tradebyte integration and the status Error. With the quick filters Today, Yesterday, and Last 14 days, you narrow down the time period.
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If you connect additional channels in TB.One, add them to the API user in TB.One, under TB.One Channel, and in the Sales channel <> Project assignment.