Costco Account Integration

Overview

Costco is a membership warehouse club selling brand-name merchandise. They are known for offering a wide range of products at low prices, like groceries, appliances, electronics, furniture, clothing, and more. Many products are sold in bulk, allowing them to offer members competitive prices.

Integrating Costco allows you to manage your listings on their platform and fulfill orders through Sellercloud. This integration works through EDI documents transmitting information between the two services. The document exchange goes through CommerceHub – a third-party platform that provides the Secure File Transfer Protocol (SFTP) server and credentials.

  • Order Import – Imports orders from Costco to Sellercloud in EDI 850 format.
  • Tracking Export  – Exports tracking information to Costco in EDI 856 format.
  • PDF Invoice – Creates printable PDF packing slips.
  • Inventory Export – Exports inventory to Costco in EDI 846 format.

You can contact Sellercloud Support to request additional customizations or other plugins for this integration if necessary.

You can integrate both Costco US https://www.costco.com/ and Costco Canada https://www.costco.ca/ by following the steps outlined in this article. Sellercloud automatically differentiates between US and Canadian orders with the Custom Order Column CostcoOrderFlag. Upon order import, this field gets set to either US or CA.
To have a dedicated representative complete the testing for your account and ensure that the setup is configured correctly, we recommend Premium Support.

Prerequisites

Before you can integrate Costco into Sellercloud, complete the following requirements.

We recommend creating a Company where you will set up the Custom Company Settings and automate the plugins with Scheduled Tasks.

Contact CommerceHub for your SFTP details: Server Name, Username, and Password. You will need them for the scheduled tasks that automate the plugins. Ask for their ISA ID as well – you will need it for the custom company settings.

Custom Company Settings

Create the following Custom Company Settings.

On your default company:

  • STControlNumber
  • GSControlNumber
  • ISAControlNumber
  • CostcoUS_CustomerISAID If you are integrating Costco US, add this custom company setting and skip the one below. Enter a phone number that you don’t use for another integration here.
  • CostcoCA_CustomerISAID If you are integrating Costco Canada, add this custom company setting instead of the one above. Enter a phone number that you don’t use for another integration here.
  • Costco_ISAID – Costco’s unique identifier, used to exchange EDI documents. Contact them for it.
  • Costco_CustomerQualifier – Set to ZZ.
  • Costco_Qualifier – Set to 12.
  • Costco_WarehouseMapping – Format: “WarehouseID in SellerCloud-WarehouseCode in Costco.” When adding more than one mapping, separate them with a semicolon. For example: “123-WHNY;456-WH2
ISAControlNumber, GSControlNumber, and STControlNumber can all start at 1. The tracking and inventory exports will increment this number as jobs are processed. If the settings already exist and have values in them, do not edit them.

On the company created for the integration:

  • Costco_ShippingRequiresThirdPartyBilling – Optional, set to True or False. When True, orders will be imported with Third-Party Shipping required.

Sellercloud Support

You must contact Sellercloud Support and request:

  1. To install the Costco Plugins.
  2. The following Custom Product and Order Columns:

Custom Product Columns

  • CostcoUS_Enabled – Optional column used to enable only specific products for Costco US. Set to True for any products you want to send with the Inventory Export plugin.
  • CostcoCA_Enabled – Optional column used to enable only specific products for Costco Canada. Set to True for any products you want to send with the Inventory Export plugin.
  • COSTCO_MERCHANTSKU – A product’s SKU at Costco.

Custom Order Columns

  • CostcoOrderFlag – String, used to check if the order is from Costco US or Costco CA.
  • Costco_PrintFrenchFirstBoolean.

Order Import

This plugin imports order data from Costco to Sellercloud via EDI 850 and sends acknowledgment via EDI 997.

After importing, it marks the orders’ CostcoOrderFlag custom column with US if the order is coming from Costco’s American website or CA if it’s coming from the Canadian website.

The plugin checks for a note on the scheduled task:

  • If there’s no note, both US and CA orders will be created in the task’s company.
  • If there is a note, the plugin will match the orders to the Customer ISA ID (CostcoUS_CustomerISAID or CostcoCA_CustomerISAID) and create only US or only CA orders in the task’s company.

Automate Order Import

To create a Scheduled Task that regularly imports orders:

  1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
  2. Click the green + icon: Create New Scheduled Task.
  3. Complete as follows:
    1. Click Task Type and select Import Orders.
    2. Set the Task Name.
    3. Select the Company.
    4. Select the Start Time.
    5. Click CREATE.
  4. The following message appears at the bottom of your screen: “Scheduled task created successfully. Click Here to configure the task details.” – click the link.
  5. Click the Edit button on the top right.
  6. In the Details section:
    1. Click the Create Orders For Company menu and select your designated company for this integration.
    2. Click the Plugin menu and select Costco Order Import 850 with 997.
  7. In the Import Options section, set Import From to FTP and fill out the FTP fields. Make sure to check Use Passive and Use Secure FTP.
  8. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
  9. In the General section, click the Enable button.
  10. Click Save on the top right.


Tracking Export

This plugin exports tracking from Sellercloud to Costco following the 856 EDI format.

Before you move on, create a Saved Search for orders filtered by:

  • Company – The company you created for the integration
  • Order Status – InProcess Or Completed
  • Shipping Status – FullyShipped
  • Payment Status – Charged
  • Tracking Uploaded – No

Automate Tracking Export

To create a Scheduled Task that regularly exports order tracking:

  1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
  2. Click the green + icon: Create New Scheduled Task.
  3. Complete as follows:
    1. Click Task Type and select Export Orders.
    2. Set the Task Name.
    3. Select the Company.
    4. Select the Start Time.
    5. Click CREATE.
  4. The following message appears at the bottom of your screen: “Scheduled task created successfully. Click Here to configure the task details.” – click the link.
  5. Click the Edit button on the top right.
  6. In the Details section:
    1. Click the User ID menu and select your ID.
    2. Click the Saved Search menu and select the saved search you created earlier.
    3. Click the Export Via menu and select Costco Tracking Export EDI 856.
    4. Check This Is Tracking Export.
  7. In the Export Options section, set Export To to FTP and fill out the FTP fields. Make sure to check Use Passive and Use Secure FTP.
  8. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
  9. In the General section, click the Enable toggle button.
  10. Click Save on the top right.


Inventory Export

This plugin exports inventory by warehouse from Sellercloud to Costco in EDI 846 format.

Optionally, you can enable only specific products for Costco by setting their CostcoUS_Enabled or CostcoCA_Enabled Custom Column for Products to True:

  • For one product at a time: go to the Product Details Page > click Toolbox and select Custom Columns > click Edit, update the column, and Save.
  • For multiple products in bulk: follow the steps to Bulk Update Products and add the column – set it to True for all products you want to enable.

Unlike core integrations, plugin integrations don’t require products to be in the company with the scheduled tasks. The export will include the products you select with your Saved Search.

Next, create a Saved Search for products filtered by CostcoUS_Enabled or CostcoCA_Enabled set to True. Optionally, you can add more filters to the search.

Automate Inventory Export

To create a Scheduled Task that regularly exports inventory:

  1. Navigate to Settings > Scheduled Tasks > Manage Scheduled Tasks.
  2. Click the green + icon: Create New Scheduled Task.
  3. Complete as follows:
    1. Click Task Type and select Export Products.
    2. Set the Task Name.
    3. Select the Company.
    4. Select the Start Time.
    5. Click CREATE.
  4. The following message appears at the bottom of your screen: “Scheduled task created successfully. Click Here to configure the task details.” – click the link.
  5. Click the Edit button on the top right.
  6. In the Details section:
    1. Click the User ID menu and select your ID.
    2. Click the Saved Search menu and select the saved search you created earlier.
    3. Click the Export Via menu and select Costco EDI846 Product Export.
  7. In the Export Options section, set Export To to FTP and fill out the FTP fields. Make sure to check Use Passive and Use Secure FTP.
  8. In the Frequency section, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
  9. In the General section, click the Enable toggle button.
  10. Click Save on the top right.


Configure PDF Invoices

If you would like to print PDF invoices with information about your orders and the products they include for your Costco orders through Sellercloud or Shipbridge, you must have the Costco Invoice PDF plugin set up under your designated company.

To set it up:

  1. Go to the Company Settings of the company you created for the integration
  2. Click Toolbox and select Invoice Settings.
  3. Click Per Channel Preferences.
  4. For Website, select Plugin > Costco Packing Slip PDF.
  5. Click Save.


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