How to sync orders from Infusionsoft to ShipStation

Introduction

Our software can sync orders from Infusionsoft to ShipStation, using QuickBooks as an intermediary.

How does it work? 

Every hour our software will find orders in Infusionsoft, and sync them to QuickBooks Desktop, adding a class called ShipStation. Every fifteen minutes, our software will sync QB orders to ShipStation if it has a class called ShipStation.

How do I connect the two systems?

You will need to set up two connections with Connex for QuickBooks:

  1. Export orders from Infusionsoft to QuickBooks Desktop.
  2. Export orders from QuickBooks Desktop to ShipStation.

How do I flag orders to sync from QB to ShipStation?

In QB, turn on class tracking:

Edit>Preferences>Accounting 

.

Add a class called ShipStation:

  1. Lists > Class lists > New
  2. Add a new class called ShipStation.

Pair Infusionsoft

Here are the steps:

  1. Login to Connex for QuickBooks
  2. At the my connections page, select Infusionsoft and pair it.
  3. On the transaction tab, select sync orders to QuickBooks under task settings.
  4. On the field mapping tab of the configure page, select ShipStation. Connex will automatically assign ShipStation as the class. 
  5. Click Save and Sync to save these settings.

Pair ShipStation

Here are the steps:

  1. On Connex, click my connections.
  2. Choose ShipStation and pair it.
  3. On the transaction tab under task settings, select sync orders from QuickBooks.
  4. Click save and sync.

How do I verify that data is syncing?

Hover over the gear box and click transaction log. You will see a list of successful syncs.

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