Picture of MIS: DirectResponse - How Do I Use It?

MIS: DirectResponse - How Do I Use It?

In this video, I walked you through the Direct Response MIS integration in Enfigo, which keeps your storefront in sync with direct response for products, categories, stock levels, orders, and shipping updates without manual intervention. I covered how to configure the API connection, enable catalog synchronization, and manage stock and order mapping effectively. I also demonstrated how to trigger manual syncs for both catalog and stock to verify results immediately. Please make sure to use the test connection option and explore the manual sync buttons during your setup. I hope this helps you streamline your workflow and enhance your storefront's efficiency!

Tutorial Video Transcript

0:00 Hi, welcome to the Enfigo Academy. Today, we're going to walk through the direct response MIS integration in Enfigo. This integration allows your storefront to stay in sync with direct response for products, categories, stock levels, orders, and shipping updates, all without manual intervention once 
0:19 it's set up. In this video, we'll cover what the integration does, how to configure it, and some optional enhancements you can use to get the most out of it.
0:30 At a high level, the Direct Response MIS Integration Connecture and Fego Storefront directly to the Direct Response System. It automatically creates and updates products and categories, so order statuses stay in sync.
0:44 Once configured, it's designed to run quietly in the background as a set and forget workflow. Let's start with the API connection.
0:52 In the Infego Admin area, go to the Connect Plug-in section and click the Configure button for the direct response option.
0:58 At the top of the page you'll see the API connection section. Here you'll enter the base API URL for direct response, your API authentication key, the default inventory code and the username used for API calls which is required for accurate stock queries.
1:17 Once these are filled in, save the configuration and use the test connection option to confirm everything's working. If the connection succeeds, you're ready to move on.
1:35 Next is Catalog Synchronization. This is what controls how products and categories are created and kept up to date in Enfigo.
1:43 When Catalog Sync is enabled, Enfigo will create new products when items are created in direct response, update existing products when items are changed, sync category structures and maintain their hierarchy, and only include items marked as externally visible in direct response.
2:00 Products are matched using a composite external reference so updates never create duplicates. You'll also see options for a master product and a master category.
2:10 These are completely optional. The idea here is simple. If you We create a product or category in Enfego with a name starting master underscore, Enfego can copy certain configuration from it, things like tax setup when new items are synced.
2:26 Not all properties are copied and you don't need to use this at all, it's just a convenience option if you want synced products to start with consistent defaults.
2:36 In this section you can also control image syncing. If enabled, full size product images will be downloaded from direct response and attached products in Enthiego.
2:46 Existing images are left alone and there's a maximum file size to prevent oversized uploads. You can trigger a manual sync at any time using the sync catalog now button or allow it to run automatically at the interval you define.
3:00 Next is stock. Here you can enable background stock synchronization for all products that are linked to direct response. Stock is synced in the background at a defined interval, cached briefly for live stock queries, and it's used across product pages, checkout validation and order processing.
3:18 There's also a sync stock now button if you want to force an update immediately. In addition to background sync, stock is fetched live when a customer views a product page.
3:30 This means customers see up-to-date availability without refreshing or waiting for scheduled syncs. If direct response is temporarily unavailable, infigo gracefully falls back to the last known stock value, so the storefront remains visible.
3:44 Now let's look at order mapping. This section controls how orders are sent to direct response when a customer checks out.
3:53 Here you'll configure the branch used for placing orders, a default carrier and service level, optional order comments, and an optional order number prefix.
4:03 When an order is placed, orders containing direct response products are pushed automatically. Orders without mapped products are skipped. The direct response order number is stored on the emphego order for reference.
4:16 If needed, you can override the carrier and service type per shipping method. This gives you more control when different shipping options need different carrier mappings without changing the global defaults.
4:28 Stock validation happens at the final checkout step. Before the order is placed, Envego checks available stock in direct response and prevents overselling where back orders aren't allowed.
4:39 Products that allow back orders, print on demand items and non-tracked inventory, are handled correctly and won't block checkout. At the bottom of the configuration page you'll see the webhook section.
4:51 Envego automatically provides a webhook URL that direct response can call when an order is shipped or delivered. Once configured on the direct response side, orders are marked as shipped automatically, tracking numbers and carriers are applied and delivered orders are updated without manual work.
5:08 As long as direct response can reach this endpoint, order statuses stay in sync. There's also a debug mode option which is useful for troubleshooting during setup.
5:18 This stores additional API response data on products and categories. It's best used temporarily and disabled once everything is running smoothly.
5:29 Now that everything's configured, let's actually see this working. Rather than waiting for the background jobs to run, Enfigo gives you manual sync buttons so you can trigger the process instantly and verify the results.
5:42 First, let's run a catalog sync. Back in the direct response configuration screen, you'll see the sync catalog now button. When we click this, Enfigure immediately requests product and category data from direct response.
5:56 Behind the scenes, this will create new products if they don't already exist, update existing products that have changed, sync category structures and assign products correctly, and apply any configured defaults such as the master product or category settings if you're using them.
6:14 Once the sync completes, we can head into the catalog to confirm the results. Here we can see the products that have been synced from direct response.
6:22 Each synced product is linked using its external reference, ready to be used in categories and fully manageable like any other infigo product.
6:31 You will also see that product details, image and stock link behavior are all in place. Next, let's look at stock.
7:00 Back on the configuration page, we have the sync stock now button. This triggers an immediate stock refresh for all products that are linked to direct response.
7:10 Stock levels are pulled from the direct response and stored in infigo ensuring that what's customers see on the storefront matches what's actually available.
7:26 If we opened a synced product, we can see that the stock level has updated correctly. This same stock data is used on product landing pages during checkout validation and when orders are placed.
7:52 Of course, you don't have to rely on the manual syncs. Once everything is live, catalog and stock synchronization will continue to run automatically in the background at the intervals you've configured.
8:03 The manual buttons are mainly there for setup, testing or one-off refreshes. And that's all for today's video. See you in the next one.

Incomplete
Step by Step Guide

Direct Response MIS Integration in Enfigo

 

1. Introduction to Enfigo Academy 0:00

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  • Welcome to the Enfigo Academy.

  • Overview of the Direct Response MIS integration.

  • Purpose: Keep storefront in sync with Direct Response for products, categories, stock levels, orders, and shipping updates.

 

2. Overview of Integration Functionality 0:30

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  • Connects Enfigo Storefront to Direct Response System.

  • Automatically creates and updates products and categories.

  • Keeps order statuses in sync without manual intervention.

 

3. Setting Up API Connection 0:52

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  • Navigate to the Connect Plug-in section in Enfigo Admin.

  • Click 'Configure' for the direct response option.

  • Fill in the API connection details:

    • Base API URL

    • API authentication key

    • Default inventory code

    • Username for API calls

  • Save configuration and test connection.

 

4. Configuring Catalog Synchronization 1:35

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  • Enable Catalog Sync to manage products and categories.

  • Features of Catalog Sync:

    • Create new products from Direct Response.

    • Update existing products.

    • Sync category structures and maintain hierarchy.

    • Include only externally visible items.

  • Optional master product/category for consistent defaults.

 

5. Image Synchronization 2:36

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  • Control image syncing options:

    • Download full-size product images from Direct Response.

    • Leave existing images unchanged.

    • Set maximum file size for uploads.

  • Trigger manual sync or set automatic intervals.

 

6. Stock Synchronization 3:00

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  • Enable background stock synchronization for linked products.

  • Stock is synced at defined intervals and cached for live queries.

  • Live stock fetching for product pages to show up-to-date availability.

  • Fallback to last known stock value if Direct Response is unavailable.

 

7. Order Mapping Configuration 3:44

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  • Configure order mapping settings:

    • Branch for placing orders.

    • Default carrier and service level.

    • Optional order comments and number prefix.

  • Automatic pushing of orders containing Direct Response products.

 

8. Webhook Configuration 4:51

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  • Set up webhook URL for order updates from Direct Response.

  • Automatic updates for order statuses, tracking numbers, and delivery.

 

9. Debug Mode 5:08

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  • Enable debug mode for troubleshooting during setup.

  • Store additional API response data temporarily.

 

10. Manual Sync Testing 5:29

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  • Use manual sync buttons to verify configuration:

    • Run catalog sync to request product and category data.

    • Confirm synced products in the catalog.

 

11. Stock Refresh Testing 7:00

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  • Use 'sync stock now' button for immediate stock refresh.

  • Verify updated stock levels in synced products.

 

12. Conclusion 8:03

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  • Manual syncs are for setup/testing; automatic syncs run in the background once live.

  • Thank you for watching, see you in the next video.

Link to Loom

https://loom.com/share/8f509070f66b4972af17ad6d16800b77

Alternate Search Terms

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