ChannelAdvisor Orders and Salesforce

Learn how to use the ChannelAdvisor Orders and Salesforce Integration Template

Introduction

In this article, you will learn how to configure and use the ChannelAdvisor Orders and Salesforce Integration Template in DBSync Cloud Workflow to automate the synchronization of product and order data between ChannelAdvisor and Salesforce.

This integration enables seamless data flow by mapping:

• ChannelAdvisor Products → Salesforce Products

• ChannelAdvisor Orders → Salesforce Accounts and Opportunities

The template comes with pre-configured field-to-field mappings and offers the flexibility to customize or extend those mappings to meet more complex business requirements. With automatic online updates, DBSync ensures your integration remains up-to-date with the latest features and enhancements—eliminating the need for manual upgrades.

By following this guide, you can streamline multichannel e-commerce operations, improve data accuracy across platforms, and reduce manual effort in managing customer and order data.

Data Flow

Data flow integration between ChannelAdvisor Orders and Salesforce integration is shown in the table below.

ChannelAdvisor	Salesforce
Customer	Account
Product	Product
Order	Opportunity

Process to run the Integration

To utilize the pre-built ChannelAdvisor Orders and Salesforce integration template, follow the below steps:

1. Click Add Template from the Home screen.

1. Select the template ChannelAdvisor Orders and Salesforce and import it into your workspace.

2. After importing the template, you'll be presented with a setup form.

Setup Process

1. On the Connection tab, connect the necessary application and grant access to ChannelAdvisor data to establish a connection to Salesforce for accounting data access.

For more information about the ChannelAdvisor connector, click here.

For more informaiton about the Salesforce connector, click here.

Setup Variables

1. Define the values for the variables based on your company's specific use case. For example, you can select how to create/update ChannelAdvisor Products to the Salesforce Product.

2. Click 'Next' and click 'Run' to complete the Integration.

3. Finally, navigate to the Schedule tab to set up scheduling parameters for automated integration between ShipStation and QuickBooks Online.

4. Specify different intervals such as minutes, hours, days, or weeks to customize the schedule as needed.

   

Pre-built Template and Workflows

The template downloaded from the library contains various workflows which can be enabled to run the integration between ChannelAdvisor and Salesforce.

Enable the Initial Setup and Run the integration to enable QuickBooks Accounts set up as displayed in the image.

Ensure you TURN OFF the check box to 'Enable Flow' for the Initial Set up (After first Run) before you run the workflow to integrate ChannelAdvisor Orders to Salesforce using the other two workflows. The first successful run is considered for the integration.