Going live with FarApp can involve activating many different processes (and sometimes deactivating) at the same time. To make your go-live with FarApp as smooth as possible, please follow the steps outlined below.
Validating Your Configuration
Order and Fulfillment Sync
If you already posted several test orders to your NetSuite account and confirmed they posted correctly, there is little risk in enabling your Order and Fulfillment syncs.
You may want to verify that the Sales Order is populating the correct information in NetSuite, so here are some things to check for:
- Tax total in NetSuite matches the tax total on the order in the marketplace/cart.
- Order total in NetSuite matches the order total on the order in the marketplace/cart.
- Line item(s) in NetSuite match the line item(s) on the order in the marketplace/cart.
- Quantity of line item(s) in NetSuite match the quantity of the line item(s) on the order in the marketplace/cart.
- All mapped order, item, and customer fields populated as expected (including the tokenized credit card information).
- Correct shipment/payment methods populated on the order (if mapped in FarApp).
If you made mapping adjustments, you can update the order in NetSuite to apply the mappings that you’ve made and confirm that they are posting correctly. It would be best to choose orders that are in the “Order Posted, Pending Fulfillment” status in FarApp to test with. If you update orders marked "Complete" it will change their NetSuite status back to pendingApproval or pendingFulfillment and will trigger FarApp to re-sync the completed order. To update a pending order, please follow the steps below:
- Select the correct channel and account in the FarApp navigation menu. Orders are located under Data Flows > Orders.
- Search for your order in the list or type the order id into the search box provided
- Hover over the pencil icon to the right of the order and click Update Order in NetSuite.
Once you have made any necessary adjustments to your mappings proceed to set your Order Cutoff Date in Settings > Orders > Advanced Settings > Import Orders Created After.
For more information on the Order Cutoff date and how to set it please refer to the following article https://support.farapp.com/hc/en-us/articles/360034004594-Initial-Order-Sync-Activation-Cutoff-Date
Product or Price/Qty Sync
If you have already posted several test SKUs to your marketplace/cart and confirmed they posted as expected, then you are ready to enable your Product or Price/Qty Syncs. FarApp uses its flag field (https://support.farapp.com/hc/en-us/articles/217185977-Storefront-Flag-Fields) to control whether or not FarApp syncs updates for an item.
When you first enable your Product or Price/Qty Sync, please be sure to flag a small subset of items to sync. After you confirm the items synced without errors and you are happy with how they appear in the marketplace/cart, you can flag the remaining items to sync.
Here are a few things to check for to ensure your Product Sync is working properly:
- Make sure your items are flagged properly in NetSuite and that the mapping for the flag field in FarApp is correct.
- Verify that the product information from NetSuite to FarApp is accurate and contains all of the details you want FarApp to sync to the marketplace/cart.
- Verify that the data being posted by FarApp is showing up correctly in the marketplace/cart
- Prior to go-live you should have your inventory populated in NetSuite before you turn on the Product or Price/Qty sync . Note: If you are updating your products via a CSV import into NetSuite, please do NOT check the box “RUN SERVER SUITESCRIPT AND TRIGGER WORKFLOWS” unless you do not want to trigger FarApp’s real-time sync.
If you require any mapping changes to your Product or Price/Qty Syncs, you can make the adjustments at https://app.farapp.com/settings#/marketplace_cart_settings/product_sync. Be sure to select the correct sync type and category (if you have that option). If you have custom mappings that need to be updated by a support agent then please open a support ticket with us.
Please follow the steps below when enabling your Product Sync or Price/Qty Sync:
- Flag 100 items to sync.
- Enable your Product or Price/Qty Sync.
- Allow time for first 100 items to sync.
- Confirm data on several of the first 100 items appears correctly in the marketplace/cart.
- Flag 1000 items to sync.
- Allow time for first 1000 items to sync.
- Confirm data on several of the first 1000 items appears correctly in the marketplace/cart.
- Flag the remainder of your items to sync.
Refund Sync (or Amazon Settlement Sync)
Since this sync should have been set up with FarApp Support, we should have tested and confirmed that refunds or Amazon fees have successfully posted. Therefore, there should be little risk in enabling refund or settlement sync.
If you want to be extra cautious, here are a few things to check for to ensure that your refund sync is working properly:
Refund sync from NetSuite to marketplace/cart
- Ensure that the refund records in NetSuite are tied to the correct orders.
- Verify that the order has been updated in FarApp and have synced to the marketplace/cart.
- Verify that the refunds have been posted correctly to the marketplace/cart.
Refund sync from marketplace/cart to NetSuite
- Verify that when you process a refund in the marketplace/cart the order is updated in FarApp and the refund is posted to NetSuite.
- Verify that the transaction type created in NetSuite matches what is being synced to FarApp. (i.e. Refund Authorizations, Credit Memos, and or Cash Refunds)
- Ensure that the data posted in the refund transactions is correct (e.g. the amount, quantity, and SKU).
If you need to make changes to your refund sync, you can update your settings at https://app.farapp.com/settings#/marketplace_cart_settings/other_transactions_sync/refund_sync or if it’s something more specific, please open a support ticket with us.
Note: Amazon Settlement Sync is tested using orders that FarApp already synced to NetSuite. Due to this fact, the leading practice for testing Settlement Report processing takes place a couple weeks after your FarApp go-live date.
Sandbox vs Production NetSuite
Prior to your go-live, you may have FarApp connected to your sandbox NetSuite account instead of production. If you are connected to your sandbox account and you want to go-live with your production NetSuite, you will need to switch accounts before activating your syncs. Switching your NetSuite account will not affect the mappings you already have in place, but you need to ensure that the Field IDs and Internal IDs that you have mapped are the same in your production NetSuite. You can switch your NetSuite connection from sandbox to production by following the steps below:
- If you have installed the FarApp bundle in your sandbox, uninstall the bundle from your Sandbox.
- If you haven’t already, install the FarApp bundle in your production NetSuite. You can find more information on how to do that at https://support.farapp.com/hc/en-us/articles/219375948-FarApp-NetSuite-Bundle.
- Once you’ve installed the bundle, follow the steps at https://support.farapp.com/hc/en-us/articles/360001286987--Initial-Setup-Integration to complete the connection between your production NetSuite and FarApp.
Note: When switching from sandbox to production, FarApp will purge your current FarApp data, including orders, products, and refunds. This does not purge any data from your marketplace/cart(s) or NetSuite. It only purges data from the FarApp system. This data must be purged to avoid conflicts with data on your production NetSuite account.
When you have multiple connectors ready for Go-Live
If you have a number of connectors that you would like to set live, do not enable all of your syncs at the same time. If possible, please follow the steps above as needed for one connector, wait some time and then follow the steps again as needed for the next connector. Repeat until all your connectors are live. Please use the time in between enabling your syncs for different connectors to confirm that you do not see any issues with your orders or items.
3PL shipping software like ShipStation and ShipWorks, which require you to manually trigger (or schedule) the process to pull new orders through FarApp, do not have a special go-live process. Your connector for these 3PLs will be considered live once several days worth of orders have synced through FarApp. Other 3PLs have Order and Fulfillment Sync buttons which can be enabled from the FarApp dashboard similar to the traditional connectors.
When Should You Switch to FarApp?
It is possible that you have a ‘live’ integration outside of FarApp which is syncing your items, orders, or other data. To ensure there won't be any duplicate/missing items/orders, you should leave your existing service running during your activation process with FarApp. If you are not using another service and you’re following a series of manual steps to make sure your items remain up-to-date and/or your orders are entered into NetSuite and fulfilled, you should keep following these steps. As you activate with FarApp, you will use a handful of test orders and/or items to make sure that when you activate the FarApp service, it will function in the manner you expect. When you are ready to activate your FarApp service, you can deactivate your existing service or stop executing your manual processes shortly before activating your FarApp syncs.
When switching your Order Sync from your previous integration to FarApp, it is recommended to set an order cut off date. We recommend making a note of the timestamp of the last order that was posted by your previous integration, and selecting that date and time + 1 minute in the Import orders created after field in your FarApp General Settings found at https://app.farapp.com/settings#/marketplace_cart_settings/order_sync/general_settings. This will prevent any orders from being skipped or duplicated.
NOTE: FarApp will only import open orders (i.e. unshipped orders). Importing already-fulfilled orders is not part of the standard activation process. FarApp is not a data migration service. If you need to import older, already-fulfilled orders into NetSuite, then you should import them via a CSV file or some other method.
When to Go-Live
FarApp’s support hours are 8am to 6pm Pacific Time, Monday through Friday, excluding U.S. holidays. It is best to avoid going live right before or during a weekend, U.S. holiday or even an important sale you are planning i.e. a high volume period like ‘Black Friday’. If you cannot avoid these times, please prepare and note our support policies. We can provide go-live support outside of office hours, if necessary, for an additional fee. If you require this, please open a support ticket with us with your request (with as much detail as you can) and we will provide a quote.
We recommend setting your account live at the beginning of the week and during support hours in case any issues arise.
If you have completed all the necessary checks and you are ready to go-live with your new FarApp activation, you can activate the appropriate syncs by going to https://app.farapp.com/dashboard and clicking the pencil icon next to your desired connector.
In the following page, you will see the syncs you can toggle on and off.
Once your syncs are enabled:
- Your support level switches from your Activation Support Plans to your Ongoing Support Plan, you can find more information about this at https://support.farapp.com/hc/en-us/articles/115009555447-Support-Plans.
- Monthly billing starts.
- Regardless of your support tier, the first step in getting support should be opening a support ticket.
How to Obtain Support
If you have questions that weren't quite answered by this article, please see our Go-Live FAQ at: https://farapp.zendesk.com/knowledge/articles/360036252413/en-us?brand_id=822508.
FarApp's support hours are 8am to 6pm Pacific Time, Monday through Friday, excluding U.S. holidays. We monitor for urgent issues on weekends and holidays, but do not provide standard support at those times. Please review the article https://support.farapp.com/hc/en-us/articles/360007700733-How-to-Obtain-FarApp-Support for further information on how you can contact FarApp support for further assistance.