Difference between revisions of "X-Cart:EBay Integration"

From X-Cart 4 Classic
Jump to: navigation, search
m (Configuring the module)
m (Configuring the module)
Line 53: Line 53:
  
 
==Configuring the module==
 
==Configuring the module==
To start using eBay Integration, you need to configure the eBay Integration module. This can be done via the eBay Configuration section (Settings > eBay Configuration) and includes the following steps:
+
To start using eBay Integration, you need to configure the eBay Integration module. This can be done via the eBay Configuration section (Settings > eBay Configuration).
 +
The process includes the following steps:
 
:* [[#Obtaining an eBay user token | Obtain your eBay user token]].
 
:* [[#Obtaining an eBay user token | Obtain your eBay user token]].
 
:* [[#Setting your business policies | Set your business policies]].
 
:* [[#Setting your business policies | Set your business policies]].

Revision as of 15:34, 10 February 2016

X-Cart 4.7.3or above

Overview

The eBay Integration module for X-Cart 4 creates a new sales channel for your business by automatically integrating your existing X-Cart store with eBay. The integration allows you get your products listed on eBay in as little as a few minutes using the product titles, images, descriptions, prices, inventory levels, variants and attributes from your X-Cart store. It also allows you to import your eBay orders back into X-Cart and manage all your sales from the X-Cart Admin area so the order information on eBay is updated in real time. The data can be synchronized between the two systems either manually or automatically according to your preferred schedule. The information of your eBay buyers such as names and addresses is also imported from eBay and becomes available in your X-Cart store's Admin back end as customer profiles. Your store can be connected to any single eBay marketplace site, including the sites for United States, Canada (English or French), UK, Australia, Austria, Belgium (French), France, Germany, Italy, Belgium (Dutch), Netherlands, Spain, Switzerland, Hong Kong, India, Ireland, Malaysia, Philippines, Poland and Singapore. The integration is provided as a service. Subscription plans for merchants of any size are available.

System requirements

To be able to successfully install and use the eBay Integration module, you must have a working copy of X-Cart installed on your server. The eBay Integration module is currently supported by X-Cart versions 4.7.3 and later. Upon request we may be able to provide a module version compatible with earlier X-Cart versions.

Installation

To install the module:

  1. Obtain a distribution package for the eBay Integration module: Download >>
    • X-Cart versions 4.7.3 and later: Download a file named like XeBayIntegration-X.Y.Zgold.tgz;
    • Earlier X-Cart versions: Download a file named like ebay-X.Y.Zgold.tgz.
      (X, Y and Z in the distribution file name are version numbers; they must match the version of your installed X-Cart. Note: If you do not remember the version of your installed X-Cart, you can find it in the Environment info section of the Summary page in X-Cart Admin area.)
  2. Copy the contents of the module archive to the X-Cart root directory on your server or hosting account.
    • If you are using a Windows-based server, or a UNIX-based server without terminal access:
    a) Unpack the module archive to a directory on your system using your favorite compression program (WinZIP, 7-Zip or any other archiver with support for TAR files).
    b) Use an FTP client to upload all the files contained in this directory (retaining the directory structure) to the X-Cart root directory on your server or your hosting account.
    • If you are using a UNIX-based server with terminal access:
    a) Use an FTP client to upload the module archive to the X-Cart root directory on your server or your hosting account.
    b) Unpack the archive using the following command:
    tar -xzvf filename.tgz
    (Replace filename.tgz with the actual name of your module distribution file; for example, XeBayIntegration-4.7.3gold.tgz).
    Important: Make sure you keep the directory structure while unpacking and uploading the module archive, otherwise some necessary files may be overwritten!
  3. In a web browser, run the installation script httр://<YOUR_XCART_DOMAIN>/install-ebay.php replacing <YOUR_XCART_DOMAIN> with the actual domain name of your X-Cart store. This will start the installation wizard.
  4. Follow the installation wizard instructions to install the module.
  5. Once the installation has been completed, you should see the "Installation complete" screen with a link for access to the Admin area of your store with the installed module. Before you proceed, please remove the module archive file if you put it in a web accessible directory; this is needed to protect the module from unauthorized copying.
    Important: At the final step of the installation process, the installation script install-ebay.php is automatically renamed as an additional measure to protect the module installation. Please take note of the filename to which the installation script was renamed. If you decide to re-install or uninstall the module later on, you will need to rename the installation script back to install-ebay.php before launching the installation process in your web browser.

Once the module has been installed, it needs to be configured.

Activating and deactivating the module

If the module eBay Integration is installed, but not active, you can enable (activate) it.

To enable the module:

  1. Go to the Modules section of your store's Admin area (Settings menu -> Modules). This opens the list of your store's installed modules.
  2. Locate the entry for the eBay Integration module and select the Enable check box on the left.
    Xc4 ebay integration module enable.png
    The module will be activated.

It is possible to temporarily disable (deactivate) the installed eBay Integration module. Deactivation stops the module from operation, but it does not remove any settings you made to the module configuration nor clear any data that was generated during the period that the module was in operation. If you wish to completely remove all the data related to using the module, you need to uninstall it.

To disable the module:

  1. Go to the Modules section of your store's Admin area (Settings menu -> Modules).
  2. Locate the entry for the eBay Integration module and unselect the Enable check box on the left.
    Xc4 ebay integration module disable.png
    The module will be disabled.



Configuring the module

To start using eBay Integration, you need to configure the eBay Integration module. This can be done via the eBay Configuration section (Settings > eBay Configuration). The process includes the following steps:

Let's look at each of the steps more closely.

Obtaining an eBay user token

To configure your eBay Integration, the first thing you should do is create a new user token (also known as "Auth Token) that will allow eBay Integration to connect to your eBay account:

  1. In your store's Admin area, go to eBay Configuration page (Settings > eBay Configuration) and make sure it is open at the Get User Token tab.
    Xc4 ebay get user token.png
  2. Adjust the following settings:
    • Select eBay Site: Select the eBay site with which you want your products and orders to be synchronized. Note that is is possible to select just one eBay site.
    • Select mode: Specify the mode in which your store will be interacting with eBay: select Test to use the eBay Sandbox or Live to use the production environment.
  3. Click the Create new token button:
    Xc4 ebay create new token.png
    This launches the user sign-in and consent process: you will be redirected to the eBay site where you will need to log in to the eBay account for which you need the token and grant the application the permission to access your account on your behalf.
    Ebay login.png
    After signing in, provide your consent to share your eBay data by clicking "I agree":
    Ebay app access grant.png
    Important: If you are creating a Sandbox user token, enter the credentials for a Sandbox User. If it is a token for Production, use the credentials for a user created on the Production eBay site (the one you will use to sell items on eBay). Remember that User IDs for Sandbox users begin with "TESTUSER_".
    Once application access has been granted, eBay will generate a new token, and you will be automatically redirected back to X-Cart. On the Get User Token screen, you should now be able to see the User Token field populated with your token value. Below this field you should be able to see information about the current status of your token (Token Status) and token expiration date (Token Expiration):
    Xc4 ebay user token.png
    When your token is about to expire, you will be notified and provided with a button to create a new one.
  4. Now that your token has been generated, click Next to save your changes and head over to the next step of configuring your eBay Integration: Setting your business policies.
    Xc4 ebay get user token next.png

Setting your business policies

Once you have created an eBay user token to connect your X-Cart store to your eBay seller account, you can set business policies for your eBay listings. Business policies typically include information on how buyers can pay you; the shipping services you offer, and shipping costs; whether you accept returns, any return conditions, etc. All eBay listings must include this information. To provide information on your business policies for the listings that will be created from the items you sell via your X-Cart store, follow the steps below:

  1. If you haven't yet done so, configure your business policies in your eBay account (More information is available here).
  2. In X-Cart Admin, after creating your eBay token in the Get User Token section of the eBay Configuration page (Settings > eBay Configuration), click Next to go to the Business policies section:
    Xc4 ebay get user token next.png
    If you have configured your business policies earlier, it is possible to simply click the Business policies tab:
    Xc4 ebay business policies.png
  3. Use the drop-down policy selectors to set the business policies you would like to use for your eBay listings:
    • Return Policy;
    • Payment Policy;
    • Shipping Policy.
      Xc4 ebay business policies1.png
      The names of business policies displayed to you on this page are pulled from your eBay account to which you have linked your application at the previous step. If you do not see the policy you require in any of the selectors, it may be due to the fact that the policy was added after the information on the policies had been pulled into X-Cart. To resolve the problem, click the Refresh Business Policies button - the list of policies will be updated.
  4. Use the PayPal email address field to enter your valid PayPal email address. eBay will use this address to identify the correct PayPal account when the buyer pays you via PayPal.
    Xc4 ebay business policies paypal address.png
  5. Click Next to save your changes and head over to the next step of configuring your eBay Integration: Choosing your default eBay categories.
    Xc4 ebay business policies next.png

Choosing your default eBay categories

Every product you export to eBay has to be placed in at least one of eBay categories. When using eBay Integration, the eBay categories to which your products will be exported need to be set before the export actually takes place. The Categories section of the eBay Configuration page in X-Cart allows you to set the default eBay categories for your listings: one main and one additional category. The main category is required, the additional one is optional. The categories you specify here will be your store's default eBay categories - the ones that will be used for any products for which eBay categories are not set at the product or category level. To set your store's default eBay categories:

  1. In X-Cart Admin, after setting your business policies in the Business Policies section of the eBay Configuration page (Settings > eBay Configuration), click Next to go to the Categories section:
    Xc4 ebay business policies next.png
    If you have configured your default eBay categories previously, you can simply click the Categories tab:
    Xc4 ebay categories.png
  2. Set the default main category for your products:
    Use the Main eBay Category selector to select the eBay category that best describes the products you are going to sell on eBay. If not all your products are going to be in the same category, just select the category you intend to use for the majority of your eBay listings; for the products that do not fit well into the eBay category selected here, you will be able to choose an eBay category at the product or category level.
    Xc4 ebay categories1.png
    Note that category selection is a multi-step process: at first, the selector will show only top level eBay categories; once you select one of them, another selector will be displayed right below the first one so you can continue to select a nested category. You must continue selecting categories until you reach the lowest level of the eBay category hierarchy where you will be able to select the category that provides the most precise description of your products.
    Xc4 ebay categories2.png
  3. (Optional step) In a similar way, use the Additional eBay Category selector to set your default additional category for your products.
    Xc4 ebay categories3.png
  4. Once you are happy with your default category settings, click Next to save your changes and head over to the next step of configuring your eBay Integration: Configuring the General settings for the eBay Integration module.
    Xc4 ebay categories next.png

Configuring the General settings for the eBay Integration module

To adjust the General settings for the eBay Integration module:

  1. Go to the General Settings section of the eBay Configuration page in your store's Admin area (Settings > eBay Configuration):
    • After setting the default eBay categories for your products in the Categories section, click Next:
      Xc4 ebay categories next.png
      If you have configured your eBay General Settings previously, you can simply click the General Settings tab:
      Xc4 ebay general settings.png
  2. Adjust the settings in the Product options section:
    Xc4 ebay general settings1.png
    The settings in this section will apply to all the products in your X-Cart store, for which similar settings have not been set at the level of categories or individual products.
    • Listing duration: Select a duration for your store's eBay listings. Ebay help on listing duration is available here.
    • Product condition: Select the condition of the products you are going to export to eBay. Click the Condition help link for help on item condition for your category.
    • Product price modifier: If necessary, the price of items sold via eBay can be made higher or lower than the price of these items in your X-Cart store. The price difference can be implemented by setting a product price modifier.
      For example, to add a $1 per item processing fee for eBay orders, you should set the price modifier as "[1.00] + [ $ ]":
      Xc4 ebay general settings2.png
      This way all your items sold on eBay will be $1 more expensive than the items in your X-Cart store.
      To reduce the price of items sold on eBay by 10% of their price in your X-Cart store, you should set the price modifier as "[-10.00] + [ % ]":
      Xc4 ebay general settings3.png
      (Note the minus sign before "10.00"; it shows that the price of items on eBay will be lower than the original item price in the X-Cart store).
      The price modifier defined in the eBay Integration General Settings applies to your entire X-Cart store (i.e. all the products that will be exported to eBay). If you need a price modifier only for some of the products, you should set the modifier at the level of specific products or categories.
    • Exchange rate: If the type of currency you use in your X-Cart store is different from the currency that will be used for your eBay listings (for example, if the prices at your X-Cart store are in Australian dollars, and the prices on eBay need to be specified in US dollars), use this field to set the exchange rate. The exchange rate will be used both when exporting your products from your X-Cart store to eBay and when importing orders from eBay back to your X-Cart store.
    • Export product description: In X-Cart, a product can have two types of description: a short description and a detailed description. EBay listings can have just one description. So, before you export any products to eBay, you need to specify what type of description should be used for eBay. Here you set the type of product description that should be exported to eBay by default. The available options are Short and Full. These correspond to X-Cart's short and detailed product descriptions, respectively. There is also an option not to use the X-Cart's short and detailed product descriptions, but create your own HTML description instead; to do so, use the option "Use the following pattern as eBay item description" below. Note that when the option "Use the following pattern as eBay item description" is enabled, and the text area below contains any kind of text/html, the selection in the "Export product description" field is ignored (Neither the detailed or short descriptions is exported). If the option "Use the following pattern as eBay item description" is enabled, but the text area below is empty, the selected type of description will be exported.
      If any of your products need to use a different type of description on eBay, you can adjust this setting individually for these products in their eBay product options.
    • Use the following pattern as eBay item description: Enable this option to use your own HTML description for your eBay listings instead of X-Cart's short/detailed product description. The pattern must be provided in the text area below.
    • Max amount of item on eBay: If you stock large quantities of items in your store, or the stock quantities are unlimited, you are probably used to setting the Quantity in stock (items) field of your product details in X-Cart to large numbers (like 1000 items in stock). It may not be a good idea to show these numbers on eBay. The setting "Max amount of item on eBay" allows you to set the maximum number of items in stock that should be shown as available for sale to your eBay buyers. For example, if you set this value to "3", for any products from your X-Cart store of which you have 3 or more left, eBay will show the available quantity as "3 available"; for products with an inventory level of less than 3 items, eBay will show the actual quantity available.
  3. Adjust the settings in the System options section:
    Xc4 ebay general settings4.png
    • Show eBay warning messages in admin area: When exporting products to eBay or importing orders from eBay, you may get eBay warnings. Unlike errors, warnings are conditions that are not fatal to the module operation, but they alert you to some minor problems that you may want to fix. Any warnings your store gets from eBay are written to log files in your X-Cart store. If, in addition to that, you also wish to have eBay warning messages displayed in your store's Admin area, enable this option.
    • Save eBay API requests/responses in the log file: If you need eBay API requests/responses to be written to log file (for example, if you need this information for debugging purposes), enable this option.
  4. Click Save to save your changes.
    Xc4 ebay general settings5.png

    You should see a success message like the following:
    Xc4 ebay general settings6.png

That is all; you have completed the basic configuration of your eBay Integration and can now start selling on eBay. However, if you require a more nuanced approach to publishing your products on eBay (for example, if you need to map your products to eBay categories more accurately than simply by setting one common default category for all your products), we recommend you take a couple more steps to complete your store's eBay related configuration. For more info, see the sections on configuring eBay options for categories and products.

Configuring eBay options for products and categories

The sections Categories and General Settings of the eBay Configuration page allow you to set the most basic rules for how your product information should be exported to eBay. This includes which eBay category your products should be exported to, whether a price modifier should be used to increase or decrease the product price on eBay, and so on. By default, these rules will apply to all your products. However, if you want different products in your store to be treated differently (for example, if you want to publish different products in different eBay categories, or use a price modifier just for a couple of products), you will need to fine-tune your eBay export by adding more rules at the level of specific products and/or categories. The rules in question can be set by configuring the eBay options for these products/categories. The eBay options set at the level of a specific product will apply to that product only. The eBay options set at the level of a category will apply to the products in that category and the products in all the subcategories of that category.
To set eBay options for a category:

  1. In the Categories management section of your X-Cart store's Admin area (Catalog > Categories), find the category for which you need to set eBay options.
  2. Select this category in the list of your store's categories and click the Modify selected button below to go to the category details page:
    Xc4 ebay category ebayoptions1.png
  3. On the category details page, click the eBay category options link in the "In this section" menu:
    Xc4 ebay category ebayoptions2.png
    The eBay category options page opens:
    Xc4 ebay category ebayoptions3.png
  4. Adjust the eBay options for the selected category:
    • Allow export to eBay: Specify whether the products from this category and the subcategories of this category should be exported to eBay.
    • Main eBay Category: Set the main eBay category for the products from the selected X-Cart category and the subcategories of this category.
    • Additional eBay Category: Set the additional eBay category for the products from the selected X-Cart category and the subcategories of this category.
    • Product price modifier: If the price of the products in the selected X-Cart category and its subcategories needs to be different from the price of these products on eBay, set a price modifier.
    • If you have set up Store categories to better organize your eBay listings, specify which of these Store categories the products from the selected X-Cart category and its subcategories need to be exported to. The button Update Store Categories List allows you to reload information about your ebay Store categories in X-Cart.
  5. Once you are done configuring the eBay options for the selected category, click Apply changes to save your changes.
    Xc4 ebay category ebayoptions4.png
    The eBay options for the category will be saved.

To set eBay options for a product:

  1. In the Products management section of your X-Cart store's Admin area (Catalog > Products), find the product for which you need to set eBay options.
  2. Choose to edit the details of the product that has been found:
    • In the list of search results, click on the name of the product.
      Xc4 ebay product ebayoptions0.png
      OR:
      In the list of search results, select the check box next to the name of the product and click the Modify selected button below.
      Xc4 ebay product ebayoptions1.png
  3. On the product details page that opens, click the eBay product options link in the "In this section" menu:
    Xc4 ebay product ebayoptions2.png
    The eBay product options section of the product details page opens:
    Xc4 ebay product ebayoptions3.png
  4. Adjust the eBay options for the selected product:
    • Allow export to eBay: Specify whether the product should be exported to eBay.
    • Main eBay Category: Set the main eBay category for the product.
    • Additional eBay Category: Set the additional eBay category for the product.
    • If you have set up Store categories to better organize your eBay listings, specify which of these Store categories the product needs to be exported to. The button Update Store Categories List allows you to reload information about your ebay Store categories in X-Cart.
    • Listing duration: Set a duration for the eBay listing that will be based on this product. Ebay help on listing duration is available here.
    • Product condition: Select the condition of the product (will be used for the respective eBay listing). Click the Condition help link for help on item condition for your selected category.
    • Product price modifier: If the price of the product on eBay needs to be different from the price of this product in your X-Cart store, set a price modifier.
    • Export product description: In X-Cart, a product can have two types of description: a short description and a detailed description. EBay listings can have just one description. So, before you export any products to eBay, you need to specify what type of description should be used for the eBay listing that will be based on the selected product. The available options are Short and Full. These correspond to X-Cart's short and detailed product descriptions, respectively. There is also an option not to use the X-Cart's short and detailed product descriptions, but create your own HTML description of the product instead; to do so, use the option "Use the following pattern as eBay item description" below. Note that when the option "Use the following pattern as eBay item description" is enabled, and the text area below contains any kind of text/html, the selection in the "Export product description" field is ignored (Neither the detailed or short descriptions is exported). If the option "Use the following pattern as eBay item description" is enabled, but the text area below is empty, the selected type of description will be exported.
    • Use the following pattern as eBay item description: Enable this option to use your own HTML description for the eBay listing instead of X-Cart's short/detailed product description. The pattern must be provided in the text area below.
    • eBay item ID: Leave this field be; it will be populated with an item ID value automatically after the product is exported to eBay.
  5. Once you are done configuring the eBay options for the selected product, click Apply changes to save your changes.
    Xc4 ebay product ebayoptions4.png
    The eBay options for the product will be saved.

Using the module