How to Configure Storefront Integrations

Customers with developed and deployed custom integrations can use Storefront Integrations settings to control tenant-wide integration configurations.

Integrations using GetPartInfo, SubmitCart, SendItem, and GetAddresses utilize these integration settings to dictate if Documoto should:

Fetch part information
Submit cart items or complete carts
Fetch Addresses in real-time from ERP, eCommerce, and EAM systems

Administrators who are interested in reviewing and configuring these settings must ensure the Tenant Admin privilege is enabled within your User Group. Caution should be taken when making changes, as these settings impact all users.

Things to Know:

Some Storefront Integrations settings are enabled by default for all organizations if enabled on this settings page. Therefore, access must be disabled for organizations that should not have them.
Some Storefront Integrations settings must be enabled at the tenant level and for each organization that also needs them.
The organization-specific version of this article will walk you through enabling or disabling associated enabled tenant settings for each of your organizations.

Article Topics

Accessing Storefront Integrations Settings

Within Documoto, go to Admin > Admin Center > Storefront > Integrations.

Organization Inheritance Considerations

As noted above, some enabled settings in this editor will automatically do the same for every organization in your tenant. Others are enabled for the tenant only by enabling them in Storefront Integrations and must deliberately be enabled at the organization level by going to Admin > Users > Organizations > Integrations.

Tenant Enabled / Organization Enabled Settings Include:
- Commerce System > Enable Commerce
- Shopping Cart and Parts > Fetch Part Info from ERP
- Shopping Cart and Parts > Send Shopping Cart to ERP
- Shopping Cart and Parts > Sync PO Address with ERP
- ERP Mappings > All Mappings
Tenant Enabled / Organization Disabled Settings Include:
- ERP System > Enable ERP
- Shopping Cart and Parts > Add Part to ERP Cart
- Shopping Cart and Parts > Add to Shopping Cart Pricing from ERP
- Shopping Cart and Parts > Shopping Cart Availability
- Shopping Cart and Parts > Shopping Cart ETA from ERP

Details on what functionality each capability and setting controls in regard to Documoto integrations can be found below.

ERP System

Any changes to ERP System settings could potentially disable your Documoto integration. As a result, we highly recommend reaching out to your Documoto Customer Success Manager or Solutions Engineer prior to making any changes to these settings.

Below you will find information on the various settings that are available when connecting Documoto to an integration endpoint.

Enable ERP: Enables a specific integration for your tenant.

Note: Enabling this will automatically enable the Enable
Tenant ERP setting for all organizations in Admin > 
User > Organizations > Integrations. If your 
organizations do not have the appropriate integration
settings enabled, it could cause users to see errors
throughout the Documoto library when they access pages
with various integration points.

Name: The list of available Documoto integration clients.
Service URI: The endpoint URL that Documoto will send integration requests to.
Encrypted Key: An encrypted key for your specific tenant.
Invoke GetPartInfo from Client: Enables invoking GetPartInfo directly from an integration client.
Require Authentication: An alternative option to hardcoding authentication credentials in the Documoto integration client.
User: The user used for endpoint authentication.
Domain: The domain used for endpoint authentication.
Password: The password used for endpoint authentication.
Host: The hostname used for endpoint authentication.
Port: The port used for endpoint authentication.

NoteEnable
Tenant ERP Admin >
User > Organizations > Integrations

Commerce System

Commerce System settings control redirect behavior from Documoto to an external system when submitting the cart. Any changes to Commerce System settings could potentially break your Documoto integration. As a result, we highly recommend reaching out to your Documoto Customer Success Manager or Solutions Engineer prior to making any changes to these settings.

Below you will find information on the various settings that are available when configuring a shopping cart redirect.

Enable Commerce: Enables the ability to redirect to an external commerce system from the shopping cart in your tenant.
- ```
Note: Enabling Commerce System at the tenant level will
not automatically enable it for any organizations. 
```
Service URL: The URL users will be redirected to when submitting their shopping cart.
Outbound Customer ID Parameter Name: The URL parameter name that will be used for a CustomerID, in the URL generated to redirect users back to your external commerce system.
Outbound Session ID Parameter Name: The URL parameter name that will be used for a Session ID, in the URL generated to redirect users back to your external commerce system.
Redirect: Enabling this ensures users will be redirected to the Service URL with the above parameters, when submitting the cart.
- ```
Note: If Commerce System is enabled, this setting should
almost always be enabled.
```

Note
Note: If Commerce System is enabled, this setting should
almost always be enabled.

Shopping Cart and Parts

Shopping cart and part settings allow you to enable integration services for part information and shopping cart types of requests to your ERP, eCommerce, and EAM systems for your tenant. Once again, any changes to Shopping Cart and Parts settings could potentially break your Documoto integration. As a result, we highly recommend reaching out to your Documoto Customer Success Manager or Solutions Engineer prior to making any changes to these settings.

Below is a list of Shopping Cart and Part integration settings you can enable for your tenant. Also included is information on whether settings:

Are enabled by default for all organizations and therefore should be disabled for any organizations.
Are disabled by default for all organizations and should be enabled for any organizations that need the setting.

Setting	Description	Organization Enable / Disable
Enable Add Part to ERP Cart	Enables the SendItems integration request in Documoto. Adds parts directly to an external cart when clicking the shopping cart icon in the library. Note: When this setting is enabled, your Documoto Order Form Layout should not have any order form fields setup.	By default, all organizations have this Enabled. Note: Disable this option in Admin > User > Organizations > Integrations for any organization that should not have this integration service turned on.
Enable Fetch Part Info from ERP	Enables the FetchPartInfo integration request in Documoto. Fetches part information from an external business system when a user opens Part Info and displays real-time part information (pricing, availability, ETA, and/or additional part data).	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration service turned on.
Enable Send Shopping Cart to ERP	Enables the SubmitCart integration request in Documoto. Submits shopping cart items and any configured RFQ or Order form information directly to an external business system from the Documoto Shopping Cart.	By default, all organizations have this setting Enabled. Note: Disable this option in Admin > User > Organizations > Integrations for any organization that should not have this integration service turned on.
Enable Add to Shopping Cart Pricing from ERP	Enables the FetchPartInfo integration request in Documoto to support pricing in the cart. Fetches part information from an external business system when a user adds parts to the Shopping Cart and displays real-time prices in the shopping cart.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration service turned on.
Enable Shopping Cart Availability	Enables the FetchPartInfo integration request in Documoto to support Availability in the Shopping Cart. Fetches part information from an external business system when a user adds a part to the cart and displays an availability value in the Availability field.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration service turned on.
Enable Shopping Cart ETA from ERP	Enables the FetchPartInfo integration request in Documoto to support ETA in the Shopping Cart. Fetches part information from an external business system when a user adds a part to the cart and displays an ETA value in the ETA field.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration service turned on.

ERP Mappings

ERP Mappings allow you to map your ERP, eCommerce, or EAM system field names to the available Documoto field values for GetPartInfo integrations. Documoto has seven system fields that can be mapped to your business system fields, though we support listing any additional values as tag values in Part Information.

Once again, any changes to ERP Mappings settings could potentially break your Documoto integration. As a result, we highly recommend reaching out to your Documoto Customer Success Manager or Solutions Engineer prior to making any changes to these settings.

Below is a list of ERP Mappings integration settings available to enable for your tenant. There is no organizational inheritance of these settings for new or existing organizations. Therefore, you must enable and configure the same mappings for any organization that will have the Enable Fetch Part Info from ERP integration service enabled.

Setting	Description	Organization Enable / Disable
ERP Retail Price Mapped From	Mapping for the Documoto Retail Price field to a price field in your ERP, eCommerce, or EAM system.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration mapping.
ERP Discounted Price Mapped From	Mapping for the Documoto Discounted Price field to a price field in your ERP, eCommerce, or EAM system.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration mapping.
ERP Wholesale Price Mapped From	Mapping for the Documoto Wholesale Price field to a price field in your ERP, eCommerce, or EAM system.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration mapping.
ERP Availability Mapped From	Mapping for the Documoto Availability field to a field in your ERP, eCommerce, or EAM system.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration mapping.
ERP ETA Mapped From	Mapping for the Documoto ETA field to a field in your ERP, eCommerce, or EAM system.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration mapping.
ERP Currency Code Mapped From	Mapping for the Documoto Currency Code field to the currency code field in your ERP, eCommerce, or EAM system.	By default, all organizations have this setting Disabled. Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration mapping.

Other Settings

Other Settings allow you to enable additional available integration services to your ERP, eCommerce, and EAM systems for your tenant. Once again, any changes to Other Settings settings could potentially break your Documoto integration. As a result, we highly recommend reaching out to your Documoto Customer Success Manager or Solutions Engineer prior to making any changes to these settings.

Below you will find a list of the Other Settings integration settings available to enable for your tenant.

Setting

Description

Organization Enable / Disable

Enable Sync PO Address with ERP

Enables the GetAddresses integration request in Documoto.
Fetches a user's Billing and Shipping addresses from your business system to display them in the Documoto Order form.

By default, all organizations have this setting Disabled.

Note: Enable this option in Admin > User > Organizations > Integrations for any organization that should have this integration service turned on.

If you have any questions about how you should configure your Storefront Integrations settings, please contact your Documoto Customer Success Manager or Support at support@documoto.com.