Shipstation & Sage 200 Solution
This solution allows you to connect your Shipstation with Sage 200, uploading shipments into Shipstation and despatching and updating the corresponding order with the shipment tracking information.
The Solution has two options, please see below a explanation of both options below:
Option A - Despatch Notes to Orders
Process Flow:
- Export Despatch Notes from Sage 200 to Shipstation
- Zynk will extract despatch notes from Sage 200.
- The extracted data will be formatted and imported into Shipstation as orders.
- Each order entry in Shipstation will be linked to its corresponding order from Sage 200.
sequenceDiagram
Sage ->> Zynk: Export Despatch Notes
Zynk ->> Shipstation: Import Orders
Option B - Fully Allocated Orders to Orders
Process Flow:
-
Export Fully Allocated Orders from Sage 200 to Shipstation
- Zynk will identify and extract fully allocated sales orders from Sage 200.
- These orders will be imported into Shipstation as orders.
-
Import Completed Shipments from Shipstation to Sage 200
- Once an order has been shipped, Zynk will extract the tracking number and update the corresponding sales order in Sage 200.
-
Create Despatch Notes in Sage 200
- Zynk will automatically generate a despatch note for the order in Sage 200 once they have been shipped.
sequenceDiagram
Sage ->> Zynk: Export Allocated Orders
Zynk ->> Shipstation: Import Orders
Shipstation -->> Zynk: Export Shipped Orders
Zynk -->> Sage: Update Sales Orders
Zynk -->> Sage: Import Despatch Notes
Requirements and Assumptions
- We do not recommend installing Zynk on a laptop due to the increased risk of the machine being turned off/closed or losing internet access.
- The machine requires internet access.
- The machine needs to be constantly on for Zynk to function correctly.
- Zynk requires a Windows user to run on a schedule.
- Zynk will log into Sage 200 using the Windows User.
- Zynk must be installed on the same machine where the Sage 200 Client is available.
Settings
Setting Name | Description | Additional |
---|---|---|
CarriageSku | Sku for carriage used on orders. | Order lines with this Sku will be excluded from the order lines but will be used to define order payment |
TrackingAnalysisCodeName | This setting will need to be configured to the name of the analysis code in Sage 200 where you want the tracking number to be imported. | This must be set when updating the Sage 200 order with the tracking number. |
Scheduling
All parts of the integration run every 15 minutes.
Connecting to Sage 200
Please see our Connecting to Sage 200 article for guidance on creating a Sage 200 connection.