This guide explains how to connect your Click & Drop account to your Magento store. This will allow you to download, manage, and generate postage labels for your Magento orders.
Within Click & Drop, click the 'Settings' link.
The 'Integrations' page will open. In the 'Integrations' section, click the 'Go' button.
Your 'Integrations page will open. Click the 'Add a new integration' button.
A new pop window will appear asking you to choose the marketplace or store that you would like to connect to. Click ‘Magento.’
A drop down box will ask you to choose your Magento version. Select ‘v.1x’.
Another window will appear with several fields that must be filled in correctly in order for Click & Drop to integrate with your Magento store.
Trading name: Select your Click & Drop trading name from the list.
Store name: This is the name of the store within Click & Drop, and will be visible against your downloaded orders. This will be automatically filled once you enter your Trading name, but you can edit this if you wish.
Store URL: To find your Store URL, look at the address bar at the top of the browser tab or window where your Magento store is open. Ensure when you type or copy this into the field in Click & Drop, you include the https:// at the start.
Please note that if any redirects are in place, you may need to enter the URL that the redirects point to.
User name: This is obtained as part of the next steps below.
API key: This is obtained as part of the next steps below.
Mark orders as despatched on channel: Check this box if you wish for your Magento orders to be marked as 'complete' once they have been marked as despatched within Click & Drop.
Upload delivery confirmation to channel: Check this box if you wish for delivery confirmation numbers to be added to your Magento orders once marked as despatched.
Import orders of the following status: If you use a status code other than 'processing' for the orders in your store, type the code in the box.
Please be aware that incorrectly changing this status may result in your orders not downloading into Click & Drop.
Download customs data from product: Check this box if you wish for any customs information, such as customs code, customs description, or country of origin to be downloaded and saved to your product data in Click & Drop.
To obtain the information for the ‘User name’ and ‘API key’ fields, you will need to log into your Magento admin panel in a different browser window or tab.
Within your Magento admin panel, you will need to set up a New Role especially for Click & Drop. To do this, go to ‘System’ – ‘Web Service’ – ‘SOAP/XML-RPC-Roles’ and click the ‘Add New Role’ button as circled:
You will be required to give the new user role a name. Once you have done so, click the ‘Save Role’ button:
Copy or type this name into the ‘User name’ field in Click & Drop.
Now, select your newly created Role from the list and select ‘Role Resources’ from the tab on the left hand side of the page. Ensure the drop down box is set to ‘All’.
Please note: When creating integrations, we often must request full access to your store in order for the integration to work properly. Click & Drop will only import the data we need for producing Royal Mail shipping labels and other documents.
Next, you will have to set up a new user for Click & Drop. To do this, navigate to ‘System’ – ‘Web Service’ – ‘SOAP/XML-RPC-Users and click the ‘Add New User’ button.
You will be required to fill in the following fields. For ‘User Name’ and ‘API Key’, this can be anything you like, as long as you input the exact same information into Click & Drop.
Once you have completed the form, click the ‘Save User’ button.
You will now be able to complete the Username and API key fields within Click & Drop.
Next, click the ‘Update and connect store’ button.
If your details are all correct, a drop down box will appear asking you to select the store you would like to integrate with. If you have only one Magento store, select ‘Default Store View’ from the list.
Otherwise, select which of your stores you would like Click & Drop to integrate with:
Click the ‘Update and Connect Store’ button again and you will now be returned to your ‘Integrations’ page where you will see your newly connected Magento store listed.
A green ‘chain link’ icon will indicates the connection has been successful. Any eligible Magento orders will begin to downloading into Click & Drop within 10-15 minutes.
If the ‘chain link’ icon is red, please double check your data has been entered correctly.
Store order status and import frequency
Your orders must be in the status entered in your integration settings and no older than 7 days for them to download into Click & Drop.
Eligible orders will import into your Click & Drop account approximately every 15-30 minutes. We will attempt to update the status of orders in your Magento store approximately every 30 minutes.
Can I download customs information from my Magento Store?
If you want Click & Drop to download certain customs information from your Magento store, you will need to specify some attributes first.
From your 'Integrations' settings page within Click & Drop, click your integration to expand it. Click the 'Download customs data from product' checkbox, and four text boxes will become available as shown in the image below:
Four additional options will appear asking you to type in the attributes you would like Click & Drop to download with your orders. There is no standard template for this, as attributes will vary depending on your individual Magento store set up.
Customs country of origin attribute name: Type the attribute you would like Click & Drop to use for 'Country of origin'.
Customs code attribute name: Type the attribute you would like Click & Drop to use for 'Customs code'. Please note this should be a numeric code 6, 8, or 10 digits long.
Customs description attribute name: Type the attribute you would like Click & Drop to use for 'Customs description'.
Product weight unit: Choose the weight unit of your Magento products from the drop down list. Please note that this value will not be saved immediately to your Click & Drop orders as click & Drop requires the weight of the product plus the packaging. The final weight will be saved as you apply postage to your order.
Can I disconnect from Magento?
You are free to disconnect from Magento at any time via Click & Drop. In the 'Integrations' section, click anywhere within the Magento integration row to expand it. To disconnect the link between Magento and Click & Drop, click the 'Delete' button. Once you have disconnected, you will not be able to download and process any more orders from the store.
If you need to reconnect the store at a later date, simply repeat the connection process.
How does Click & Drop handle products from Magento?
Whenever an order imports into Click & Drop from Magento, we will check for any SKU included with the order. If you already have a product in Click & Drop with the same SKU, we will be able to add key product data to the order, such as weight, product names, and any required electronic customs information.
If an order imports from Magento with a SKU value that does not already have a matching product in Click & Drop, we will automatically create one when the order is marked as despatched.
We will not automatically use order weights imported from Magento the first time a SKU is imported. This is so you can check the weight of the package is correct.
For efficient order processing, we recommend that you import information on your products into Click & Drop before processing orders.
For more information on how to create, import, or edit products, please see the following section of our help guides: How to create and import products.