Integrations

• Sales channels. Match incoming customer and order references to the organization, shopper, bill-to customer and order owner.
• Payment provider. Carry authorization reference, amount, method and payment status into the order’s payment evidence.
• Warehouse or carrier. Map facility and event facts to the order and product lines before recording shipment or delivery activity.
• Document store. Link a batch certificate or other quality file through an order attachment with a title and evidence type.
• Support channel. Keep the provider reference and channel handoff associated with the customer order.

Choose the source of each external fact and the key that matches it to an order. Test a duplicate channel submission, a payment update and a delivery update with the same reference. Assign an owner for exceptions when a reference cannot be matched. Reviewers and operators should see the result on the order before taking their next action.