How will orders be imported to Scurri
You'll mark the orders as "Ready to Import to Scurri" by invoicing and shipping the orders in Magento. Scurri checks Magento 2 every 3 minutes for shipments that are ready to import. Scurri will import the shipments, check your shipment rules and allocate those shipments to your preferred carrier and service with no need for manual intervention. When you manifest at the end of the day, Scurri will update the orders in Magento to include their tracking information and mark them as shipped.
There are two parts to the Scurri integration with Magento 2 which you will need to do. The first part is a configuration within Magento, the second part is a configuration within Scurri.
Magento 2 setup
- Log in to Magento
- Click System, then User Roles
- Click Add New Role and then Name Role (we recommend naming it "Scurri")
- Click Role Resources on the left and set the Role Permissions
- The fastest option is to enable All permissions (Scurri will only read your Order and Product data and create new Shipments)
- If you want to set more detailed permissions, ensure you activate the following:
- In the Sales folder:
- - Sales -> Operations -> Orders -> Actions -> View
- - Sales -> Operations -> Orders -> Actions -> Comment
- - Sales -> Operations -> Orders -> Shipments
- In the Products folder:
- - Product -> Inventory -> Catalog
- - Product -> Inventory -> Categories
- In the Sales folder:
- Once the permissions are set, click Save Role Permissions
- Click System > All Users
- Click Add New User and fill in the user details
- Again, we recommend naming your user "Scurri". You'll need to use a real email address. You'll need to create a password, as well.
- NB We'll need to use this password later so keep note of it.
- Again, we recommend naming your user "Scurri". You'll need to use a real email address. You'll need to create a password, as well.
- Open User Role, assign the user role to "Scurri" role and then click Save User
- Next, we need to set up Order Statuses. Go to Stores > Order Status
- Now click Create New Status and create the following 3 order statuses
- N.B. these must be set up using the exact status codes below to match the defaults in Scurri. However, the status label can be different
-
Status CodeStatus Label
ready_to_import_scurri Ready to Import to Scurri imported_to_scurri Imported to Scurri shipped_scurri Shipped via Scurri
- If using Partial Shipments, you will also need to set up the following Order Statuses.
-
Status CodeStatus Label
partial_imported_scurri Partially Imported to Scurri partial_shipped_scurri Partially Shipped via Scurri
-
- Once they are created, click Assign Status to State
- For the first three order statuses we created; choose the order status and assign the order state to Complete, then click Save Status Assignment
- Repeat this for all three statuses.
- On the "Ready to Import to Scurri" order status make sure to tick Use Order Status As Default
- If using the partial shipment order statuses; assign the order state to Processing.
- You will also need to assign the “Ready to Import to Scurri” status to Processing, but make sure you do not tick the box to make this the default Status for Processing.
- This status can be assigned to both Complete and Processing simultaneously
This concludes the Magento side of the integration - now we move to Scurri.
Scurri Setup
- Log in to Scurri
- Click Setup, then click Integrations
- Click Add New Integration and then click +Add button beside Magento 2
- Fill in the username and password created earlier in Magento
- The Magento hosting URL should look something along the lines of www.scurri.co.uk
- Click Save and you're done!
This concludes the setup of the Scurri-Magento 2 integration! Now when you invoice and ship your orders in Magento 2, Scurri will import your orders automatically.