Your connection to other systems is configured in the Integration section.
In this article
Integrations are what Pipe17 the specific connections into Pipe17
On the Pipe17 Integrations page, you can click into a specific integration to view or edit its settings, as well as disable or even remove an existing integration.
Each integration is unique, with its own settings and features - though there are some common elements between all of them. You can review our high-level steps on adding a connector, or explore our Connectors page for connector-specific guides.
|Be careful when editing your integration settings. Changing these settings will have an immediate impact on how data flows into and out of Pipe17, so be certain you are editing the right thing! You can always contact our support for guidance.
Here you can also access the settings of the Pipe17 Automations, which are discussed in more detail in Automations.
Add an integration
Although each connector is slightly different, you can add a connector in your Pipe17 portal with the following steps. If you're setting up your Pipe17 account for the first time, we recommend going through our full Initial Setup Guide here.
- Head into the Integrations section of your Pipe17 portal.
- Click on "Add Integration".
- Select the system you want to connect to, and click "Connect".
- Follow the prompts on the onboarding wizard for the integration, and click "Connect".
- Once your integration is added, you'll be able to see it in the Integrations page in Pipe17. If you've added the required connection information, you'll see that it says "Connected".
- Connected: In this status, the integration is active and in use.
- Connecting: When an integration is Connecting, it is in the process of being connected. Usually this status persists for only a few minutes after adding the integration authentication information, before changing to Connected or Error.
- Not Configured: If an integration is Not Configured, it has been added to your Pipe17 account but none of its settings or required information have been added. You must authenticate and configure the integration in order for it to be Connected.
- Disabled: This integration has been disabled, and can be re-enabled using the steps in Disable an integration.
- Error: An integration in Error state has something preventing it from fully connecting. It may be that important authentication information is missing or incorrect, or Pipe17 is otherwise not able to reach the other system. To resolve this, review your integration and ensure all authentication information is correct. Consult the Connectors page for connector-specific guides.
Remove an integration
If you don't wish to use an integration you have added, you can disable or remove it entirely using the steps below.
Disable an integration
You can use the toggle to the right of the integration name in the Integrations page to disable it. This allows you to keep the integration in Pipe17, with all of its current configurations, but it will not actually be active in your account. This is most useful if you plan to use the integration again soon.
To re-enable a disabled integration, simply flip the toggle to its on position.
Delete an integration
To remove an integration altogether, click the trash can icon to the right of its name in the Integrations page. This will entirely delete the integration and you will only be able to recover it by re-adding it and configuring it again.
Pipe17 automations are enabled on every account by default, but they can be removed. We do not recommend removing any, as they add important and sometimes crucial functionality to your account as described below:
- Exceptions Engine: this automation allows Pipe17 to raise errors/exceptions when data (such as orders, shipping requests, or fulfillments) cannot be sent from one system to another. This is also where you can enable email notifications for exceptions.
- Inventory Engine: the inventory engine controls all inventory-related activity in your Pipe17 account. If you are using any inventory functionality at all, do not remove or disable this automation.
- Order Routing Engine: the order routing engine controls the routing behavior of orders that come into Pipe17 from your selling channel. If you disable this integration, Pipe17 will not know where your orders should be sent.
- Order Hold Engine: the order hold engine determines the behavior of an order after it lands in Pipe17 - here you can configure a manual review or hold period.
|Note: As of April 12, 2023 Order Hold Engine is replaced with the new Automations feature. All new accounts after this date automatically get the Automations feature instead of the Order Hold Engine. The Order Hold Engine will work as expected for existing organizations. You will have an option to migrate at your convenience. See this article to migrate Order Hold Engine to Automations.