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3PL: How do you connect your clients to your 3PL account? (for 3PL accounts)
3PL: How do you connect your clients to your 3PL account? (for 3PL accounts)
Maarit Marguste avatar
Written by Maarit Marguste
Updated over 8 months ago

IMPORTANT:

To be able to connect your 3PL to your client's online shop account you
​have to be on the Conquer Plan.

Here's how you can connect your 3PL to your client's online shop account, in order to be able to take over some of the orders of your client.

STEP 1. Create an Outvio Account.

If your client has invited you (as a 3PL provider) to connect to Outvio, you will receive an invitation via email, asking you to create an Account in Outvio. Please do so by following the instructions.

STEP 2. Go to "3PL Integrations".

Click on Settings in the top right corner and choose 3PL Integrations from the menu.

Here you can see and manage all your connected online shops.

STEP 3. Add a new brand to your account

Click on Add Brand from the left-hand menu. A new page opens prompting you to enter your client's data.

Fill in the brand data as accurately as possible.

  • Contact info - Provide the contact details of your designated person within the company.

  • Company info - Include the URL of the shop you'll be shipping for and the company name.

  • Warehouse - Details of the warehouse the brand is shipping from.

  • Orders per month - Select the range of monthly shipments the brand is handling from the dropdown list.

  • Their priorities - Indicate the main priority of the client.

When you have filled in all the information, click on Save

Step 4. Configure online shop settings

After you have added the brand to your account, you will be shown a banner with their login link:


Please share the link with your client. Once you've sent the link and they've logged into their account for the first time, you'll see the following view:

Under the Status section, you can turn shipping for the client on and off. When Manage Online Store Orders is enabled, you will directly receive their order to your account for handling.

Log-in to brand allows you to enter and impersonate the client's account.

Under Configuration, you can choose whether the Shipping rules, Order fee, and Support tickets are managed from your account or the client's account:

  • Shipping rules: Which account's couriers and shipping rules should be applied when 3PL processes an order from a connected online shop.

  • Order fee: Which account will be invoiced for the processed shipments.

  • Support tickets: Which account will be able to create and respond to courier support tickets.

  • Your internal ID for this customer: The 3PLs internal ID for this client's online shop

  • Outvio webhook URL: The 3PL will receive the order creation and updates webhook events to this webhook for this specific client. The data content is the same as for the regular order created/updated webhook.

IMPORTANT:

Please be aware of the following when managing an online shop connection:

  • Connection can be disconnected at any moment (by clicking on the three dots in the left upper corner and choosing Disconnect)

    • All orders that were in the Orders tab will be handed back to the client

    • Other orders will stay where they are under 3PL control

  • Connection can be de-activated at any moment.

    • Same results as when deleting a connection

  • Setting changes will be applied on new orders that enter Outvio

Once new orders come in, they will appear in the Orders tab, ready to be shipped. By clicking on the reversed triangle left to the orders, you can also filter the orders by your connected clients' online shops.

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