Self-Managed Squarespace Integration

Table of Contents

• Overview
• Prerequisites
• Limitations
• Cost
• How to create a Self-Managed Squarespace Integration
• Disconnecting a Self-Managed Squarespace Integration
• Editing an existing Self-Managed Squarespace Integration
• Managing Self-Managed Integrations

Overview

Self-Managed Integrations allow you to create and manage integrations directly within your CartonCloud account.

With the Self-Managed Squarespace Integration:

• Squarespace orders will automatically create Outbound Orders in CartonCloud when the order is ready to fulfil.
• Once the CartonCloud Outbound Order is Dispatched, the Squarespace order will be updated to reflect completion when Complete Fulfilment through CartonCloud is enabled.
• When fulfilment sync is enabled, CartonCloud sends shipment tracking information back to Squarespace once a tracking number is available on the consignment.

You can configure the integration yourself, or you can have your customer set the integration up from their CartonCloud login. See How to enable Customers to create their own Self-Managed Integrations.

Prerequisites

• This is a paid integration; please ensure you read the included costs below.
• Your customer must have a Squarespace store.
• The Product SKU in Squarespace must match the product codes in CartonCloud.
• The Customer in CartonCloud must have access to the Warehouse that Squarespace orders are mapped to.
• If you are a Customer user, your CartonCloud account owner must have given you permission to create your own Self-Managed Integrations. Please reach out to your account owner for this access.

Limitations

• Changes to Squarespace orders, for example item quantity changes, will not be made in CartonCloud after the order has been imported.
• Deleting or cancelling an order in Squarespace will not delete or cancel the order in CartonCloud.
• Dates and datetimes are not converted between time zones.
• Pickup orders are not currently supported. If this is important to your workflow, please reach out to the Service Desk team to discuss a possible workaround.
• Squarespace orders are checked periodically and may take up to 30 minutes to appear as Outbound Orders in CartonCloud after the order becomes eligible for import
• When the integration is first connected, Squarespace orders from up to the previous 24 hours may be imported. After that, only new orders moving forward are synced.
• Squarespace orders are imported when CartonCloud receives an order event through the integration. Orders created before the integration is connected are not automatically imported.
• Tracking information is only sent to Squarespace once a tracking number is available on the consignment. Tracking updates before a number is assigned are not supported.
• Outbound order splitting for backordering is not supported for Squarespace orders.
• Orders with line items assigned to multiple Squarespace or TrackStar warehouse IDs are not supported.
• Only one Squarespace integration can be configured per CartonCloud customer.
• If you start configuring an integration but do not complete the setup, the incomplete configuration may be automatically removed after 24 hours.
• The carrier and tracking details sent to Squarespace depend on the shipment fields supported by Squarespace through TrackStar. If Squarespace rejects a carrier value, the fulfilment sync may retry without the carrier name where possible.

Cost

We offer volume-based discounts. Reach out to our Service Desk Team to discuss pricing options.

How to create a Self-Managed Squarespace Integration

• Navigate to the Integrations page by typing Integrations in the Search for Anything bar, or go to More > Self-Managed Integrations.
• If you are an Admin user, select the customer you wish to create the integration for.
• Select Squarespace from the Self-Managed Integrations menu.
• Click Configure.
• The configuration box will now appear. Follow the steps below to configure the integration.

(1) Connect to Squarespace following the prompts:

• Click Next.

(2) Order Creation

• Assign a CartonCloud warehouse for where your Squarespace orders will be created.
  

• If required, map Squarespace or TrackStar warehouse/location values to the corresponding CartonCloud warehouse. Otherwise, select a Default Warehouse for orders that do not match a specific mapping.
• Click Next.

(3) Fulfilment

• Complete Fulfilment through CartonCloud: when enabled, Squarespace orders will be marked as fulfilled when the consignment is dispatched in CartonCloud.

• Tracking Information: tracking information will be sent to Squarespace once a tracking number is available on the consignment.
• Click Finish.

Disconnecting an existing Self-Managed Squarespace Integration

If you need to cancel and disconnect the integration you will need to:

• Navigate to the Integrations page.
• Select the relevant Customer.
• Click Squarespace.
• Select the three-dot configuration icon and select Delete Integration.
• This will remove the integration and stop the billing of the integration to your account.

Editing an existing Self-Managed Squarespace Integration

To edit an existing Squarespace Integration:

• Navigate to the Integrations page.
• Select the relevant Customer.
• Click Squarespace.
• Select Reconfigure.

Managing Self-Managed Integrations

Because Self-Managed Integrations are a paid feature, it is important you are able to manage and keep track of the number of active integrations your customers have. This is useful if you wish to pass on the cost to your customer and reconcile your invoices.

If a Customer has a live integration they will have a green dot icon against their name. It will also display the number of active integrations for that customer below their name.