SHI Asset Load package

The SHI Asset Load package provides you with the information that you need to complete and run the integration successfully and gain visibility of the data that is ingested by Oomnitza.

Contents

1. Applying the package
2. Package contents
3. Setting up the package

Applying the package

To apply the package and leverage its benefits, follow these steps:

1. Go to Configuration > Store
2. Locate your package and click Apply
3. Click Apply again to complete applying the package

Result
Your package is added to the list in Configuration > Migrations > Packages

Package contents

The package includes the following components:

• Dashboard 
  • SHI Dashboard
• Data Model
  • Assets object and fields
  • SHI Transaction object and fields
• Saved Search
  • SHI: Shipping Information
• Workflow
  • [Integrations] Set Vendor to SHI

Setting up the package

1. Add the SHI Transactions object to the menu

1. Click Configuration > Security > Roles.
2. Select the role you want to assign for managing SHI assets.
3. On the Permissions tabbed page, update the permissions for the SHI_Transaction object.
4. On the Navigation tabbed page, add the SHI assets object to the menu for easy access.

Result
The page you have created is added to your Oomnitza instance.

2. Ingest the SHI data

Next, you will need to work with SHI to send the data to the object you just created. You'll need to provide the following details to SHI to get setup: 

1. Oomnitza Endpoint URL. This will be your Oomnitza URL and the endpoint needed to create the SHI transaction records. For example, https://mycompany.oomnitza.com/api/v3/co_shi_transaction
2. Your Oomnitza API token. To generate the API token, click Configuration > Security > API tokens.
   

Creating an API token

See SHI integration

3. Run the Workflow

Had to stop here, workflow is not set up correctly (in my opinion!)

Next steps

If you have a development and production instance, you can migrate the package contents to your production instance.  Refer to Planning the migration for detailed steps.