Getting Started With Zapier

Getting Started With Zapier


Getting Started With Zapier


Important Terms To Know


Zap

A Zap is an automated workflow that connects your apps and services together. Each Zap consists of a trigger and one or more actions. When you turn your Zap on, it will run the action steps every time the trigger event occurs


Zap Editor

The Zap Editor allows you to create a Zap from scratch. In the Zap editor, you can select the trigger app, trigger, action app(s), action(s) and apply any optional filters.


App

An app is a web service or application, such as Google Docs, Slack, or Salesforce. Zapier offers integrations for over 2,000 apps, letting you move data between them or automate repetitive tasks.


Trigger

A trigger is an event that starts a Zap.


Action

An action is an event a Zap performs after it is triggered.


Task

A task is an action your Zap successfully completes. Each of these actions that it completes counts as 1 task. 

If it does not pass a filter the Actions after will not play


Filter

Filters can be added to any Zap to restrict it to run only when certain conditions are met. 


Multi-Step Zap

A single-step Zap has one trigger and one action. If the Zap has more than one action, or includes filters or searches, it is considered a multi-step Zap. Multi-step Zaps are not available on a free Zapier plan.




What Can The Inxeption App Do In Zapier?


As an action

Create Order

Create Draft Order

Cancel Imported Order


As a trigger

Completed, Paid Order

Ready To Ship Order

Shipped Order

Cancelled Order


Connecting your Ledger to the Zapier App



To login to your Inxeption Ledger through Zapier, you will need to have access to an account in that ledger. 


Use your Email and Password for your account, along with your app URL. 


https://ledgername-app.inxeption.io/


How Do I Get Access To The Inxeption App In Zapier?


Currently our app is request only. Please reach out to support@inxeption.com to inquire about usage. 



What Data Does Inxeption Map And Require?

 

Channel Code,

The Inxeption channel code for the order.

Order Processed At,

ISO timestamp for the order (ie '2019-07-01T23:59:59.999Z').

 

Cart

Subtotal Price Required

Subtotal price for the order.

Total Discounts

Total discounts for the order.

Total Shipping

Total shipping for the order.

Total Tax Required

Total tax for the order.

Total Price Required

Total price for the order.

 

Contact

Contact First Name Required

First name of the contact for the order.

Contact Last Name Required

Last name of the contact for the order.

Contact Phone Required (5555555555)

Phone number of the contact for the order.

Contact Email Required

Email of the contact for the order.

Account Name

Account name of the contact for the order.


Shipping

Shipping First Name Required

First name of the shipping contact for the order.

Shipping Last Name Required

Last name of the shipping contact for the order.

Shipping Phone (5555555555)

Phone of the shipping contact for the order.

Shipping Company Name

Company name of the shipping contact for the order.

Shipping Address1 Required

Address for the shipping of the order.

Shipping Address2

Address(2) for the shipping of the order.

Shipping City Required

City for the shipping of the order.

Shipping State Required

State for the shipping of the order; ISO2 state/province code for the United States or Canada.

Shipping Country

Country for the shipping of the order; ISO2 code of the country.

Shipping Postal Code Required

Postal code for the shipping of the order.

Shipping Method Name

The shipping method. Includes 'Ground', 'Next Day Air', '2nd Day Air', 'Freight'...

 

Billing

Billing First Name Required

First name of the billing contact for the order.

Billing Last Name Required

Last name of the billing contact for the order.

Billing Phone (5555555555)

Phone of the billing contact for the order.

Billing Company Name

Company name of the billing contact for the order.

Billing Address1 Required

Address for the billing of the order.

Billing Address2

Address(2) for the billing of the order.

Billing City Required

City for the billing of the order.

Billing State Required

State for the billing of the order; ISO2 state/province code for the United States or Canada

Billing Country

Country for the billing of the order; ISO2 code of the country.

Billing Postal Code Required

Postal code for the billing of the order.

 

Other

Note

Notes for the order.

External ID

Source order id for the order.


Line Items

Name

The unique name of the product for the line item.

Price

The unit price of the product for the line item.

Quantity

The quantity of the product for the line item.

Product ID

The unique product id for the line item. If provided, the product_id is combined with the name of the product to form a unique product.

Shipping Weight

For orders with shippingMethodName 'Freight', the line item product's shipping weight.

Shipping Length

For orders with shippingMethodName 'Freight', the line item product's shipping length.

Shipping Width

For orders with shippingMethodName 'Freight', the line item product's shipping width.

Shipping Height

For orders with shippingMethodName 'Freight', the line item product's shipping height.

Freight Class

For orders with shippingMethodName 'Freight', the line item product's shipping class. See National Motor Freight Classification®

Variation Name

The unique name for a single variation for the product. See 'variationsJson' for multiple variation support.

Variation Selected Value

The value for a single variation for the product. See 'variationsJson' for multiple variation support.

Variation Price Change

The price change for a single variation for the product. See 'variationsJson' for multiple variation support.

Variations Json

Support for multiple variations for the product. Value should be a JSON string representation of an array of 'variation' attributes. See 'variation' attributes for the product for the expected schema.

Line Items Json

Alternate support for multiple line items for an order. Value should be a JSON string representation of the 'lineItems' attribute. See 'lineItems' attribute for expected schema.

 

 

 

FAQs


Q: My orders are not coming through, what could be wrong?


A: Minimum Order Value not being met

And order with a Minimum order value that is too low will stop an order from being created in the system

A: Incorrect or missing data

Phone numbers are an example of a common field left empty in your front end. If Inxeption requires a field, it is highly recommended that you make it required in your system






Other Tips and Tricks


  1. During testing, you might want to consider turning off your emails in the Inxeption platform. This will avoid confusing your customers when test orders are being created

  2. After testing is completed, if you brought over any orders that you have already shipped out on another platform for testing, make sure you cancel them out of your Inxeption Ledger. 

  3. Use formatters to change the way data comes in to make sure it is mapped correctly. 

  4. Making a separate channel in your Inxeption Ledger can help separate your import orders from other methods (manual orders, ecom orders using the Inxeption WP plugin) You can enter this in the “Channel Code” section when mapping data.

  5. Map the order ID from your current platform to the external ID to bring that info into your import. 

  6. State Codes and Country use the ISO 3166-1 alpha-2 format (e.g. Georgia = GA)


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