Active Ants Integration

IN THIS GUIDE

Overview
Integration Setup
Settings
Inventory Syncing
Product Code Match
Shipping Class Match
Order Level Details
Item Level Details

Overview

Order Desk can send orders directly to Active Ants then pull shipment details back into your orders in Order Desk and send them to your shopping carts, if applicable.

This guide covers the setup, settings and special features with the Active Ants integration.

Integration Setup

To enable the integration, click on the Manage Integrations link in the Integrations menu in the left sidebar.

Under the Fulfillment tab, find and enable Active Ants. Alternatively, search for it in the available search bar.

On the integration page, select the environment and add your Active Ants username and password to connect.

To find your Active Ants credentials, please contact your rep from Active Ants. Order Desk support is not able to help with finding or resetting your Active Ants credentials, as they are created and provided by Active Ants.

Settings

Environment

Displays your current environment, which can be switched as needed.

After Import, Move To

Select the folder orders should be moved to after they are sent to Active Ants from Order Desk. Typically this is set to Prepared, but any custom folder can be used.

After Shipment, Move To

Select the folder orders should be moved to when Active Ants sends tracking details back to Order Desk. Typically this is set to Closed, but any custom folder can be used.

Check for Shipments

Select how often Order Desk should check Active Ants for new shipments.

Default Delivery Date

Set the number of days for when the order should leave the warehouse and reach the customer. This can be changed on an order by order basis, details below.

Allow Partial Deliveries

Select whether Active Ants should send partial shipments on orders that aren't fully in stock. If enabled, tracking numbers will be sent back as partial shipments are sent. 

Please keep in mind that not all shopping carts or marketplaces will except multiple tracking numbers for a single order.

Default Payment Method

Select the default payment method from the list set up in your Active Ants account. This can be changed on an order by order basis, details below. This field is required by Active Ants.

Default Order Type

Select the default order type from the list set up in your Active Ants account. This can be changed on an order by order basis, details below. This field is required by Active Ants.

Default Langauge

Select the default language from the list set up in your Active Ants account. This can be changed on an order by order basis, details below. This field is required by Active Ants.

Default Mail Class

Choose the  default mail class you want to use for your orders. This shipping class will be used for any orders sent to Active Ants that aren't mapped to one of the mail classes they use.

To set up more than one shipping method, scroll down to the Shipping Class Match section for instructions.

Send Customer Email Address to Active Ants

Select if you want the email address on the orders to be sent to Active Ants.

Automatically Send Imported Orders to Active Ants

If you plan to automatically submit every order to Active Ants for fulfillment, you can enable this setting. All orders will be sent as they come in to Order Desk.

If you have any other fulfillment services or will have any orders you don't want to send to Active Ants, keep this disabled. Use rules to submit orders to the appropriate vendor or fulfillment service instead.

Inventory Syncing

Sync Inventory

If you would like Active Ants to send inventory reports to Order Desk, enable this setting. If enabled, your stock counts will be pulled into Order Desk on the interval selected in the next setting.

Sync Update Interval

If Sync Inventory is enabled, select the interval you would like Order Desk to pull in inventory updates from Active Ants.

Inventory Location Name

By default, inventory updates will add Active Ants as the location name on each item updated. If you would like to override this to use a different name, add that here.

Product Code Match

Product Code Match

If the SKUs in your shopping cart don't match the SKUs Active Ants has for your products, you can match them to each other here. More information on how to set this up can be found in the product code match guide.

To create bundles, refer to the product code match bundles section of the guide.

Product Code Skip

To prevent certain SKUs from being sent to Active Ants, add them to the product code skip field. Any items included here will not be sent through with your orders. Add one SKU per line.

Picklist Message Field

Set the name of a checkout data field if you want the message in that field on an order to be sent to Active Ants as instructions for the picklist.

If you are unfamiliar with checkout data, please read the How to Work with Checkout Data guide.

Inventory Location Match

If you only want to send certain items to Active Ants, you can set the inventory location name from the item in this field. Orders with items that don't have an exact match will not be submitted.

To avoid confusion about which items in which orders are being sent for fulfillment, it is generally better to split orders than to use this field. If you do choose to use this field, please be careful that your inventory location names match exactly.

Shipping Class Match

Use the shipping class match feature to match as many different shipping methods as you offer to the specific shipping classes that Active Ants uses to ensure your customers are getting the closest shipping option to what they selected at checkout.

For information on how to set up your shipping preferences, please see the shipping class match guide.

Order Level Details

The following details can be submitted with an order as either checkout data or order metadata. For more information on what each field means, please talk to Active Ants.

Field Name Field Description
activeants_requested_delivery_date Set the Delivery Date on a per order basis if different from the default setting above.
activeants_type Set the Order Type on a per order basis if different from the default setting above.
activeants_language Set the Language on a per order basis if different from the default setting above.
activeants_payment_method
Set the Payment Method on a per order basis if different from the default setting above.
activeants_ponumber Set a PO Number on the order.

If you are unfamiliar with checkout data, see the How to Work with Checkout Data guide.

Item Level Details

The following can be set as item metadata or variations on the items in your orders.

Field Name Field Description
comments Any information added as comments will be sent to the Extra6 field in Active Ants.

If you are unfamiliar with how to add item metadata or variations to your items in Order Desk, see the How to Work with Inventory Details guide.

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