This integration automates the process of importing orders from your Amazon marketplace to your Holded account.
Thus, you will be able to convert imported orders directly to invoices and waybills, and have all your sales and income information up to date. In addition, your stock information is modified when processing orders, since Holded products are automatically related to your Amazon sales via SKU .
☝🏼 This integration does not import contacts or products. The contacts are not saved in Holded and are marked as Amazon Contact in the Contact column, but their detail can be seen within the invoices that are created through the orders.
1. Start the integration
Go to Control > Holded Store , in the upper right corner
From the "Integrations" tab, click "Amazon":
Click "Activate"; the Amazon icon will appear in the left menu under "Integrations":
2. Set up the integration
☝🏼 To set up this integration you need a Seller Professional plan on Amazon
Go to Menu > Settings, in the upper right corner
In the Integrations section, click on "Amazon", and press the "Create" button
Provide the Marketplace ID, and click "Next". This action will take you to your account in Amazon Selle Central
💡 Although there may be multiple Marketplace IDs depending on whether you sell in different countries, always choose a unique one depending on the country of the marketplace you want to add
Check the box so Holded can access sales data on your behalf:
Press the "Confirm" button
This last step will redirect you to a new settings page where you can edit Amazon order import options in Holded, as detailed below.
3. Edit order import options
You can edit the options of the marketplaces added by following these steps:
Go to Inventory > Amazon - Orders . and locate the marketplace you want to edit
Click the "Edit" button on the right
Reports the following fields:
Click "Save" in the upper right corner of the screen
☝🏼 If when you return to the configuration options your screen stays loading permanently ( Loading data from Amazon ), it means that one of the Amazon keys were not reported correctly. In this case, go back to the Settings page and re-add the marketplace following the instructions
💎 Power Amazon integration by enabling the Inventory gem , thus displaying sales orders and waybills, among others
4. Add additional marketplaces in Holded
If you sell in different countries you will have multiple Amazon Marketplace IDs. You will need to add each of them separately to your Holded account:
✨ Before adding new marketplaces , make sure the first one is 100% loaded and in green or blue, not red. In the case of appearing in red, verify that it is not due to the fact that the last order placed in that marketplace occurred months ago
Go to Menu > Settings > Integrations > Amazon
Click the "Create" button in the upper right corner:
Repeat the procedure detailed in the previous sections:
☝🏼 Make sure the marketplace you add to Holded has at least one order. Otherwise it will keep loading in loop
5. Import your Amazon orders
Synchronization with Amazon is automatic. From Amazon - Orders , you can see the list of orders that have been imported. Use the magnifying glass button, or filter by the "Status" column or by date, to perform a comprehensive search for a specific order across the marketplace suite (these may take a while to appear).
However, if you can't locate a particular order, or if you want to expedite the import from Amazon, follow these steps:
Go to Inventory > Amazon - Orders
Click the "Import" button at the top center of the screen:
☝🏼 Do not leave the page to avoid interrupting the import (Amazon only lets orders load every 160 seconds)
If you have followed all the steps correctly, you will see your imported order in the list.
✨ Amazon integration does not allow importing of order returns automatically
6. Converting your Amazon orders
You can convert your Amazon orders into Invoices, Sales Tickets or Delivery Notes automatically from Holded:
Go to Inventory > Amazon - Orders
In the list, select one or more orders by checking the box to the left of it
In the bar that will appear at the bottom of the screen, click "Convert":
In the popup window, choose the type of document: Invoice, Sales Receipt, Delivery Note, and assign a date:
Press "Confirm"
Keep two things in mind:
You will only be able to convert orders with the status Shipped . You cannot convert orders with the status Calcelled or Pending
You can only convert documents once. For example, if you have already converted an order to a packing slip, you will not be able to convert it back to an invoice from Amazon - Orders ; you will have to do it from Inventory > Delivery Notes
7. Delete a marketplace
To remove an marketplace , follow these steps:
Go to Inventory > Amazon - Orders , and locate the marketplace you want to remove
Click the "Edit" button on the right
Click on the red "Delete" text at the bottom right of the screen:
8. Delete Imported Amazon Orders
Delete one or more orders
Go to Inventory > Amazon - Orders , and click on the marketplace you want
In the list, check the box of the orders you want to delete
In the bar that will appear at the bottom of the screen, click "Delete":
✨ You will only be able to select those orders with the Shipped status
Delete all orders from one of your marketplaces
Go to Inventory > Amazon - Orders . and locate the marketplace where you want to remove the imported products
Click the "Edit" button on the right
Click on the red "Delete Orders" text at the bottom right of the screen:
9. Disable Amazon Integration
Go to Menu > Holded Store , in the upper right corner
From the "Integrations" tab, click "Amazon"
Click "Disable"
Press "Confirm"