How to set up synchronization of an online store with Torgsoft?

If you need to configure data exchange between Torgsoft and an online store, it is important to sequentially go through all the parameters of the synchronization object: general settings, clients, payments, accounting centers, exchange schedule, and file structure. An error in even one of these blocks can lead to incorrect reservation of goods, duplication of clients, order import failure, or incorrect uploading of goods to the site.

Path in the program: Go to the menu Inventory ⟶ Synchronization with the Online Store. Click the Add button to create a new synchronization object or Edit to modify an existing one.

Step 1. "General" tab

1. In the Name field, specify the object identifier (for example, the name of your site).
2. In the Category field, select the value "Online store".
3. In the Synchronize via field, specify the required type (for example, files, Prom.ua, Rozetka, or Online market).
4. Specify the FTP server parameters in the Information delivery address and Photo delivery address fields.
5. In the For invoice items take prices from block, determine the priority of price formation: "Torgsoft" or "Online store".

Step 2. "Clients" tab

1. Activate Search for clients by phone number for automatic identification of buyers when downloading orders.
2. Enable If not found, always create new, so that the program automatically creates a new client card in the database if a buyer with such a number contacts you for the first time.

Step 3. "Payments" tab

1. Click Add and create payment methods for each currency that the online store works with.
2. Specify the Payment form (cash or non-cash) and link the corresponding Current account or Cash register in Torgsoft. When downloading an order, payments will be directed to these details.

Step 4. "Accounting centers" tab

1. Check the boxes next to those accounting centers whose balances should be uploaded to the site.
2. If necessary, enable upload filters: Synchronize only items in stock (items with zero or negative balances will be removed from the site) and Synchronize only items with photos.
3. In the Write off goods from field, select the accounting center from which the invoice will be issued and the goods will be reserved by default.

Step 5. "Synchronization time" tab (for automatic exchange)

1. Click Create synchronization interval to configure the frequency of automatic exchange.
2. Specify the interval in minutes or hours. Important: The synchronization interval must not be more frequent than once every 10 minutes. Automatic synchronization occurs only provided that the Torgsoft program is running on the specified computer under the specified user.

Step 6. "Synchronization files" tab

1. Select File encoding (ANSI or UTF-8). When choosing UTF-8, Torgsoft forms the export file and expects the order import file strictly in UTF-8 with BOM encoding, otherwise reading errors will occur.
2. Click Add all fields to the synchronization file to include standard system product properties.
3. To transfer custom characteristics, click Add, select Data type - Dynamic characteristic and specify the required parameter from the list.

Step 7. Performing synchronization

1. Save all object settings with the Save button.
2. Return to the "Synchronization with the online store" window, select the object, and click Update to form a list of goods for uploading.
3. At the first launch, it is recommended to click Mark all photos to forcibly upload images of all goods to the server.
4. Click Perform synchronization to start the data exchange. The progress of the process and possible errors can be tracked on the Synchronization log tab.