How does this Integration work?

Using some of the available API methods, you, as a Company that uses Komet Sales, will be able to synchronize your Open Market inventory (On-Hand or Future) with the Carlsteds system. Once an order is placed in Carlsteds with one of your products, an Invoice will automatically be created in your Komet account.

1. You have open market inventory available to be sold to your Carlsteds customer.

2. Your inventory will be synchronized and sent to the Carlsteds system every 5 minutes.

3. The final customer buys products from the Flower General website.

4. Once the final customer checks out the order, the system will create an Invoice in your Komet account.

5. Your sales rep proceeds to confirm the order.

How to set up the Integration?

You must set up this Integration in five steps:

1. Create the Customer and Vendor Tokens for Carlsteds.

2. Get the Carlsteds Customer ID.

3. Get your Company ID.

4. Get the Location ID. This only applies to Multi-Location Companies.

5. Send all this information to Carlsteds so they can finish the setup on their system.

You'll find detailed instructions for each step below.

Back to top

Step one: Create the Tokens for Carlsteds

You must create a Customer Token and a Company Token for Carlsteds to enable this Integration. To generate these tokens, do the following instructions:

Step one: Create the Customer Token

1. Go to Setup and select Settings.

2. Click on Tokens in the Integrations group.

3. Click on New Token.

4. Select Customer in the Token Type dropdown menu.

5. Add the token description.

6. Enable access to the following methods:

   • customer.shipto.list

   • ecommerce/inventory.list

   • invoice.details.list

   • invoice.list

   • invoice.pdf.get

   • web-order-details.list

   • web-order-item.add

   • web-order-item.delete

   • web.order.delete

   • web-order.checkout

   • web-order.create

7. Click on Generate to create the token.

8. Copy the token.

9. Click on Save.

Step two: Create the Company Token

1. Go to Setup and select Settings.

2. Click on Tokens in the Integrations group.

3. Click on New Token.

4. Select Company in the Token Type dropdown menu.

5. Add the token description.

6. Enable access to the following methods:

   • carrier.list

   • boxtype.list

   • product.list

7. Click on Generate to create the token.

8. Copy the token.

9. Click on Save.

Back to top

Step two: Get your Company ID

Carlsteds also needs to know the Company ID representing your Company in the Komet Sales Network. Click on the screen's avatar icon at the top right and select My Profile to get this number.

Back to top

Step three: Get the Location ID (Only for Multi-Location Companies)

Carlsteds needs the location ID of the locations associated with the customer that represents Carlsteds in your account. To get these IDs, do the following instructions:

1. Go to Setup and select Locations.

2. Click on Export to Excel.

3. Copy the IDs in the Id column of the Excel file.

Back to top

Step four: Send this information to Carlsteds

Proceed to send the Customer Token, the Company Token, and the Company ID to the Carlsteds team so they can finish setting up the Integration on their system.

Back to top