Cymax Account Integration

Overview

Cymax is an online retailer that specializes in office and home decor furniture. They allow customers to shop a wide variety of items from different brands and vendors through their online marketplace. Sellercloud’s Cymax Integration works through EDI documents, transmitting information between the two services, such as orders import, product quantity, tracking, and invoice information. 

The following Cymax plugins are currently available in Sellercloud:  

  • Order Import – Imports orders from Cymax to Sellercloud in EDI 850 format. The orders are set to Unpaid, Wholesale and the user is invoices@cymax.com.
  • Tracking Export – Exports orders with tracking information from Sellercloud to Cymax in EDI 856 format. The export includes items per package and tracking per package.
  • Invoice Export – Exports invoice information from Sellercloud to Cymax in EDI 850 format. The plugin marks the order as an invoice sent to OrderSource.
  • Inventory Export – Exports inventory to Cymax in EDI 846 format.

If necessary, you can contact Sellercloud Support to request additional customizations or other plugins for this integration. Any such modifications will be billable.

To have a dedicated representative complete the testing for your account and ensure that the setup is configured correctly, opt in Premium Support.

Prerequisites

Before you can integrate Cymax with Sellercloud, you must obtain your FTP credentials from the Cymax support team. They are required for the scheduled tasks configuration. Next, 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.

Custom Company Settings

Create the following Custom Company Settings.

On your default company:

  • CymaxSTControlNumber
  • CymaxGSControlNumber
  • CymaxISAControlNumber
  • UseShippingServiceSelectedForCymax – Optional setting, which you can utilize if you would like to use a specific shipping service for Cymax (select True, or False values).
CymaxISAControlNumber, CymaxGSControlNumber, and CymaxSTControlNumber can all start at 1. The tracking and inventory exports will increment this number accordingly 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:

  • CymaxSellerQualifier – Provided by Sellercloud. Typically ZZ. If these values are unavailable on the job company, the plugin will attempt to retrieve them from the default one.
  • CymaxQualifier – Provided by Cymax. Set to 12. If these values are unavailable on the job company, the plugin will attempt to retrieve them from the default one.
  • CymaxSellerISAID – Provided by Sellercloud. Typically the client’s phone number. If these values are unavailable on the job company, the plugin will attempt to retrieve them from the default one.
  • CymaxISAID – Provided by Cymax. Set to 6046789141. If these values are unavailable on the job company, the plugin will attempt to retrieve them from the default one.
  • CymaxOrderImportChannelName – If the value is “website” (not case sensitive), orders will be imported with Website Order Source. Otherwise, they will be imported as Wholesale orders.
  • CymaxImportOrdersAsPaid – Defaults to False. If set to True, orders will be imported with a payment.
  • CymaxShippingRequiresThirdParty – Recommended optional setting. Defaults to True, so orders will be imported with 3rd party shipping requirements even if the setting doesn’t exist. To change the shipping requirement, create the setting and set it to False.
  • CymaxWarehousesMapping – Optional setting, a list of warehouses and the respective Safety Quantity in format {WarehouseID},{WarehouseCode},{SafetyQty}; (for example: 109,DEF,0;122,CIN,3;270,CAL,2;). The Inventory Export plugin exports InventoryAvailableQty from all product warehouses. If you wish to push inventory data from a specific warehouse, create this setting and it will export the total product quantity from the listed warehouses, after applying the Safety Qty for each one.

Sellercloud Support

You must contact Sellercloud Support and request:

  1. To install the Cymax Plugins on your server.
  2. The following Custom Product and Order Columns:

Custom Product Columns

  • Cymax_Enabled – Optional column used to enable only specific products for Cymax. Set to True for any products you want to send with the Inventory Export plugin.
  • Cymax_SKU – a product’s SKU at Cymax.
  • Cymax_SafetyQty – Optional column, in case you would like to utilize a Safety Quantity for products on Cymax.

Custom Order Columns

Required Order Custom Column:

  • CymaxWayBillNumber – The plugin saves the freight shipment number in this column. 

Order Import

This plugin imports order data from Cymax to Sellercloud in EDI 850 format. The orders are imported as Unpaid, Wholesale orders with user name invoices@cymax.com

Automate Order Import

To create a Scheduled Task that imports orders automatically, based on your custom schedule:

  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 Create Orders For Company and select the company designated for this integration.
    2. Click the Plugin menu and select CD Cymax Order Import.
  7. In the Import Options section, set Import From to FTP and fill out the FTP fields.
  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 order tracking information from Sellercloud to Cymax following the 856 EDI format. The exported information includes items per package and tracking per package.

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 exports order tracking information:

  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 CD Cymax 856 Tracking Export.
    4. Check This Is Tracking Export.
  7. In the Export Options section, set Export To to FTP and fill out the FTP fields.
  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.


Invoice Export

This plugin exports invoices from Sellercloud to Cymax in EDI 810 format. 

The Shipping Info is the order’s shipping address, and the company information goes in the remittance address info. The billing address is hardcoded to Cymax’s Accounts Payable.

The plugin marks the order as an invoice sent to OrderSource. 

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

  • Company – The company you created for the integration.
  • Shipping Status – Fully Shipped
  • Order Status – InProcess Or Completed
  • Invoice Uploaded – No
  • Tracking Uploaded – Yes

Automate Invoice Export

To create a Scheduled Task that exports invoices:

  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 CD Cymax 810 Invoice Export.
    4. Check This Is Invoice Export.
  7. In the Export Options section, set Export To to FTP and fill out the FTP fields.
  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 from Sellercloud to Cymax in EDI 846 format. 

You can enable only specific products for Cymax by setting their Cymax_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 Cymax_Enabled column, and Save.
  • For multiple products in bulk: follow the steps to Bulk Update Products and use the Cymax_Enabled 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 Cymax_Enabled True. Optionally, you can add more filters to the search to narrow down the export further.

Automate Inventory Export

To create a Scheduled Task that 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 CD Cymax 846 Inventory Export.
  7. In the Export Options section, set Export To to FTP and fill out the FTP fields.
  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.


 

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