Now that you've set up your account, configured your connectors and basic settings, and tested your configuration - you're all set! All you have to do now is turn everything on.
This guide is part of is an overview of what you need to do to get your Pipe17 account up and running:
- Step 0: Sign up for an account
- Step 1: Get connected to your channels!
- Step 2: Configure basic settings
- Step 3: Test
- Step 4: Go live!
In this article
Enable your settings
Disable testing settings
If you followed the steps in our testing guide, you may need to disable certain settings that you enabled only for testing:
- Order routing: If you added any testing rules to your Order Routing settings, head into Organization > Order routing and remove those rules now.
- 3PL integration: You are now ready to re-enable your fulfillment integration (if you disabled it for testing) so that your orders actually send for fulfillment.
- Order ingestion filters: In your selling channel connector, you might have added a specific order ID or order tag as a "filter" for what orders are allowed to come into Pipe17. Review these filters and determine whether you want to keep them, or remove them (in which case all orders will flow into Pipe17)
- Pipe17 Mock 3PL: If you used the Mock 3PL connector to test fulfillments, you can now disable and remove it in your Integrations page. You can also delete the locations created by the mock 3PL.
Disable redundant integrations
Prior to setting up your Pipe17 account, you may have been using external 3rd party connections to link your systems. For example, you might have a 3PL app/3PL integration added directly to your selling channel (e.g., the Deliverr app in Shopify). At this point, it's very important to ensure any redundant connections are disabled before you turn on your Pipe17 setup. Otherwise, both integrations will be running in parallel and it's likely that duplicate sets of orders will create at your 3PL, so you will be at risk of double-shipping orders.
Turn on your connectors
When you're ready, ensure the following settings are on in your selling channel connector:
- Pull Orders: if you want orders to be pulled from the selling channel into Pipe17.
- Pull Products: if you want products to be pulled from the selling channel into Pipe17.
- Push Inventory: if you want Pipe17 to send inventory updates to the selling channel.
- Push Fulfillments: if you want Pipe17 to send fulfillment and tracking information back to the selling channel when orders are fulfilled.
And, make sure the following settings are on in your fulfillment connector:
- Push Shipping Requests: if you want Pipe17 to send shipping requests for your orders to your fulfillment channel.
- Pull Locations: if you want warehouse/stock locations to be pulled from the fulfillment channel into Pipe17.
- Pull Inventory: if you want inventory for your SKUs to be pulled from the fulfillment channel into Pipe17.
- Pull Fulfillments: if you want fulfillment & tracking information to be pulled from the fulfillment channel into Pipe17 when orders are shipped.
For more information on other connector-specific settings you may want to enable, refer to our connector Setup Guides.
After adding, configuring, and testing your data flow, you are now operational with Pipe17! All you need to do now is monitor your Pipe17 dashboard & orders for orders that require attention. We recommend reviewing the following guides in order to understand and troubleshoot any issues that may come up:
- Your Pipe17 Portal: It's important to familiarize yourself with the full Pipe17 portal, so that you can understand the main pieces of data that flow through Pipe17 and easily navigate to find the information you need.
- Resolve Order Exceptions: Occasionally Pipe17 may notice something is wrong with an order, which will prevent it from sending/behaving in the usual way. Review this article for the possible order errors and how to resolve them.
- More: explore the full set of help articles and guides in the Pipe17 Help Center.
You may also want to enhance the functionality of Pipe17 by exploring the following features:
- Configure Order Automations
- Enable Order Exception Notifications
- Configure an Order Hold Period
- Automatically Retry Stuck Orders
Finally, we're here to help if you need any extra support! If you run into any issues that you can't figure out by browsing our documentation, contact our support and we'll be happy to help you get up and running.