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Unfortunately the checkboxes may be different if you leave and return to this page. Please print this page to use it as a physical checklist! |
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CRM
- Products have been configured
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Sync products from external source: Shopify, BigCommerce, WooCommerce Manually create products: Use only if not selling the same products as your external storefront. On CRM side of your account, go to CRM → Products
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- Fulfillment has been added to the products
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Ensure to have followed Fulfillment House Setup. If you are using any natively integrated fulfillment houses, add the plugin and set the plugin to the appropriate products. If you are using Shopify and are wanting Shopify to continue sending the orders to your fulfillment house/software, enable “Send Initial Orders”, “Send Rebill Orders”, and “Pull Tracking Info” on the plugin. |
- Merchants have been configured in CRM and tested
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