ShipStation Orders to Salesforce

Introduction

DBSync for ShipStation & Salesforce Integration is an easy to use application. It integrates ShipStation Orders with Salesforce Account, Product, and Opportunity. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.

Data Flow

Data flow integration between ShipStation and Salesforce Integration is shown in the table below.

ShipStation	Salesforce
Order	Account Product Opportunity

You can also create Invocies on Salesforce from multiple order status for ShipStation orders such as shipped, awaiting_payment, awaiting_shipment.

Process to run the Integration

To utilize the pre-built ShipStation Orders to Salesforce template, follow the below steps:

1. Click Add Template from the Home screen.

1. Select the template ShipStation Orders to 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 ShipStation data to establish a connection to Salesforce for accounting data access.

For more information about the ShipStation connector, click here.

For more informaiton about the Salesforce connector, click here.

Setup Variables

1. Define the values for variables based on your company's specific use case. For example, you can select ShipStation Order Status.

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

2. Finally, navigate to the Schedule tab to set up scheduling parameters for automated integration between ShipStation and Salesforce.

3. 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 ShipStation and Salesforce.

Make sure you ENABLE the required workflows before you run the integration.