Peoplevox Integration

Purpose: Learn how to connect your Peoplevox WMS to the Sendcloud platform 

Peoplevox is an Ecommerce Warehouse Management System for fast-growing online retailers who ship directly to the consumer. 

Step 1: Configure your templates in Peoplevox

Before connecting Sendcloud as an integration with Peoplevox, you first have to configure templates within the WMS by using a CSV file as a template model.

1. Log in to your Peoplevox account. 
2. Select Integration from the top right of the screen menu.
   
   
3. Go to the Integration Templates tab and select a template, e.g. "Customer addresses".
4. Click the Configure button. A popup window will appear prompting you to upload a CSV file
   
   
5. Download and extract the CSV templates provided by Peoplevox here. 
   
   
6. Upload the appropriate CSV file, e.g., if you are configuring "Customer addresses", upload the CSV file with the same name from the ZIP file you extracted earlier.
7. Once you've uploaded the matching file, click on the Export tab.
8. Match the property names with the columns from the CSV file and press save when done. 
   
   
9. Complete this step for all of the templates before proceeding to Step 2. 

Step 2: Connect to Sendcloud 

1. In your Sendcloud panel, go to Settings > Integrations and find Peoplevox in the integrations list. You can also search for it in the search bar. 
2. Click "Connect" to open the connection settings.
   
   
3. Give your integration a name (such as the name of your webshop) and enter your Peoplevox credentials (client ID, username and password) to authenticate the connection. If you do not know or have access to your credentials, please contact Peoplevox for help. 
4. Press save.
5. Click on the button Go to the configuration page which will be enabled once you have saved your Peoplevox credentials.
6. You will be taken to the Peoplevox application site where two tabs will be available - Configuration and Carrier integration.
7. Now select the field as it appears in your Peoplevox SalesOrder entity to match with the customer phone number as it will appear in the sales order in Sendcloud. 
   
   
8. Map your company name at Company by selecting it from the dropdown menu.
9. Click on the Configuration tab and map your Sendcloud sender address with your Peoplevox sender address. You can add or check your sender address in the Sendcloud platform by going to Settings > Addresses > Sender address. 
   
   
10. Select the field from the Peoplevox SalesOrder to map to the Service point location ID. This will be used by Sendcloud to determine which service point was selected by the customer at checkout. Map the PO box number field in the config to the respective field in Peoplevox. (In case of DHL DE, this is the customer number assigned by DHL, allowing the customer to pick up their package from any DHL service point.)
11. Enable the option Send package type information for dispatch. This option is available when the Carrier integration tab is set up in the following steps. This will allow data regarding when a new dispatch is created and when a label is requested to be pushed through to Sendcloud.
12. In order to send shipments outside of the EU, customs documents are required. To make sure that adding customs details doesn't become a manual process for every order, you'll need to map customs information in the configuration. The section Configure customs information contains your default settings. When no value can be found for your item ("null"), the settings you fill out here will be used. Make sure to select the Shipment type and Country of origin, and fill out an HS-code. At Configure customs information mapping you can select custom Peoplevox attributes to dynamically map a field in Peoplevox to a field in Sendcloud. This way the customs data can be successfully transferred to Sendcloud.
    
    The only document that's currently being sent to Sendcloud is the label. The customs documents (CN23, CP71 and the commercial invoice) can be included via the Sendcloud Carrier integration. When the integration receives a Carrier integration request, it'll check if the document exist and return the print template URL if it does. If the document doesn't exist, it'll be marked as "not required" in the Carrier integration response.
    
    
13.  Press save. Order synchronization will begin and all orders which been created in the last 7 days will be imported into Sendcloud.  Once imported, they will appear in your incoming order overview. 
14. If you're using a Zebra printer, you must select the printing format ZLP. You can do this in your Peoplevox account by selecting ZLP format from the dropdown menu.
    
    Available formats for the label are: pdf, zpl 203, zpl 300, zpl 600, png 150 and png 300.
    
    
15. Configure your checkout delivery methods in Peoplevox. You need to map the field in Peoplevox which contains information on the delivery method from the checkout. Based on the checkout delivery method name, you can set shipping rules to automate your label creation process. See our article How to create shipping rules.
    
    

Step 3: Configure carrier integration settings 

When an order is dispatched in Peoplevox, the order details will be automatically pushed through to Sendcloud. The label is generated and printed in Sendcloud, and then returned with the tracking numbers to Peoplevox. 

To have labels and tracking numbers automatically generated when a dispatch is created, follow the optional steps below to configure carrier integration settings. 

Set up 'carrier integration' access in Peoplevox

• Log into your Peoplevox account.
• In the top-right of the screen, change the view to Integration.
• In the header, select Carrier Integration.
• Click Add New (or if you already have a previous Sendcloud integration, you can just change the API key ONLY in this set of steps, as one integration is sufficient).
• Set Name as 'Sendcloud'.
• Set Date time format as dd/MM/yyyy hh:mm:ss.
• Set Timeout (ms) as 30000.
• Copy and paste the API key from Sendcloud. This is found under Settings > Integrations > Peoplevox > Change > Go to configuration
• Copy and paste the Endpoint.
• Set Tracking number format as {outbound}.
• Click Save.

Set up DespatchPackage print templates in Peoplevox

• Log in to your Peoplevox account.
• Change the view to Setup (via the dropdown menu in the top-right of the page).
• Select Print Templates.
• Select Label type as "DespatchPackage" (for outgoing labels and outgoing commercial invoices)
• Click Search.
• Click on your chosen template.
• Set Registered template name as Outgoing label (leave Carrier connection).
• Click Save.

Select the print templates in the carrier connection in Peoplevox

• Go back to the previously set up carrier integration 
• Click on it and then Edit
• In the Document Types section at the bottom of the pop-up, set a Name and Reference and select one of the Print Templates created under section 4, above.
• The Name can be set to whatever you like, but you could just use the same text as the Reference (below).
• The Reference must be set to Outbound label.
• The Outbound label must be selected for the Print templates. 
• Click Save

Connecting to the Peoplevox Test Environment

Peoplevox has two environments:

• Live: https://wms.peoplevox.net/ (WMS)

• Test: https://qac.peoplevox.net/ (QAC)

It's possible to connect Sendcloud to the Peoplevox Test Environment (https://qac.peoplevox.net/) for staging to test new settings and configurations. To do so, follow the steps above, but at the point in Step 2 where you must enter your Peoplevox credentials into Sendcloud, you must fill in your client ID followed with "/qac" and then save the credentials.

Note that, if you do not add the prefix /qac to the end of your client ID, the integration will default to the live environment (/wms).