ODBC: Add a Store to ShipWorks

1. On the Setup Import Data Source screen, click the Data Source: drop-down menu and select the data source to which you wish to connect.

2. If required, enter the username and password.

3. It is possible to test the connection to your data source by clicking on the Test Connection button. A dialog box will notify you of a successful connection or display an error message if the connection was not successful.

4. Once you have a successful connection, click Next.

There are several options available to you on the Import Settings screen. Let's take a look at these options.

NAME: You can assign a custom name to your data source within the ShipWorks software.

LOAD MAP: If you previously created an ODBC connection in ShipWorks, you can use this button to import a saved map of your ODBC settings. Since we are setting up your ODBC connection for the first time, we will skip this step.

DOWNLOAD: Allows you to specify how orders are imported into ShipWorks.

COLUMN SOURCE: Allows you to specify from where you wish to import your data.

Table: If all of your data will be imported from a single table, select this option. With TABLE selected you can then select the table from which your data will be imported.

Now, jump to the Column Mapping section below.

Query: If your data will be imported from multiple tables or if you need to write a custom query, select this option. When selected, you will be given the following options:

You will now be able to enter your query. You can test your query by clicking on the EXECUTE QUERY button. Remember, this will execute a live query against your data source. The top 25 results will be listed for your review.

Subquery Screen

Parameterized Query Screen

Once you have all of your settings selected correctly on the Import Settings screen, click Next.

Continue with Column Mappings.

On the Column Mappings screen you will map the data from your data source to the available fields in ShipWorks.

Use the Item Settings section to specify how line items on your orders are to be handled.

All Items on a Single Row

A Single Row: Select this option if all of the line items for an order are on a single row.

Next, select the maximum number of line items that the orders will contain. Note that the Column Mappings column will automatically add a separate line item mapping for the number of items that you select.

If the line items on the orders have additional attributes that need to be mapped, select the number of attributes.

Line Items are on Multiple Rows

Multiple Rows: Select this option if the line items are on separate rows.

Next, select the column that uniquely identifies each order.

If the line items on the orders have additional attributes that need to be mapped, select the number of attributes.

The Column Mappings section allows you to map the data from your data source to the fields in the ShipWorks database. Please note that any fields indicated with a red asterisk ( * ) requires mapping.

Map the columns from your data source to the fields in ShipWorks by selecting the correct column form the Source Column drop-down menu for each row in the Column Mappings section, matching your source to the correct ShipWorks field.

Be sure to map the appropriate columns for the Order, Address, and Item sections.

Once all of your mappings are correctly completed, click Next.

On the Upload Options screen, select how you would like for ShipWorks to upload shipment details for your store. You have three available options.

a. Do not upload shipment details: Nothing is uploaded to any data source.

b. Upload shipment details to the same data source: Uploads shipment details back into the same data source that you have selected for importing. (see this section below)

c. Upload shipment details to a different data source: Select this option if you need to upload your shipment details into a separate data source from the source you selected for import. (see this section below)

1. Select the upload Shipment details to the same data source option. Then click Next.

2. The Upload Settings screen has several options. Let's explore them.

Name: You can assign a custom name to your data source within the ShipWorks software.

Load Map: If you previously created an ODBC connection in ShipWorks, you can use this button to import a saved map of your of your ODBC settings. Since we are setting up your ODBC connection for the first time, we will skip this step.

COLUMN SOURCE: Allows you to specify to where you wish to export your data.

Table: If all of your data will be exported into a single table, select this option. With Table selected you can then select to which table you will be exporting your data from the Table: drop-down menu.

Query: If your data will be exported into multiple tables or if you need to write a custom query, select this option. You can then enter your query in order to specify to where your data will be imported.

3. You will now be able to enter your query. You can test your query by clicking on the Execute Query button. Remember, this will execute a live query against your data source. The top 25 results will be listed for your review.

4. Once you have all of your setting selected correctly on the Upload Settingsscreen, click Next. (proceed to step 14 below)

1. Select the Upload shipment details to a different data sourceoption. Then click Next.

2. Please review how to connect to an external data source. Then, once connected to your data source, continue with Uploading Your Column Mappings.

1. On the Column Mappings screen, match the ShipWorks Fields to the source columns to which you would like the data to upload. Fields with a red asterisk ( * ) are required fields. Be sure to map the Shipment and Address fields as needed.

2. Once all of your source columns are mapped, click Next.

On the Store Information screen, enter the store name and address for your ODBC store. Then, click Next.

On the Store Setup screen, you can select the number of days of orders that you would like ShipWorks to import on the initial download. You can also specify whether or not you wish for ShipWorks to upload tracking information after a shipment is processed for this store.

1. To select a number of days of orders (other than 30) for ShipWorks to download, click the Edit link. (Only available when importing orders by Last Modified Date.)

2. Then, enter the number of days into the 'ShipWorks will download orders starting from: field. (Only available when importing orders by Last Modified Date.)

3. To disable ShipWorks from automatically uploading shipment data after processing a shipment, uncheck the box next to 'Update my online orders with the shipment details.'. (This option is not available if you selected Do not upload shipment details.)

4. Click Next.

CONGRATULATIONS!! You are now connected to your ODBC data source. Click Finish.