# Plugin Wizard

## Overview

In this article, you will learn how to use Sellercloud’s **Plugin Wizard.** This new workflow streamlines the setup of [Channel Plug-in Integrations Through Scheduled Tasks](https://descartessystems.aha.io/pages/7630858469048870054). It helps you complete the required steps by setting up:

- A dedicated [Company](https://descartessystems.aha.io/pages/7630838368529930257).
- [Custom Company Settings](https://descartessystems.aha.io/pages/7630848929259288263).
- [Saved Views](https://descartessystems.aha.io/pages/7630838405969463824) to target specific products and orders.
- [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891) to run the plugins periodically.

## Prerequisites

A few prerequisites must be met before using the **Plugin Wizard** to integrate a sales channel into Sellercloud.

To find out what prerequisites there are for your specific channel, type the channel’s name in the search here on [Sellercloud Help](https://help.sellercloud.com/). Find the article that describes how to integrate the channel - usually called **Channel Account Integration**. For example, for **Tractor Supply**, you can type **Tractor Supply** in the search, and you will find the **Tractor Supply Account Integration** article. Open the article and check its **Prerequisites** section for the following:

- Whether you need to request an [FTP or VAN From Sellercloud Support](https://descartessystems.aha.io/pages/7630831953420092119) or the channel’s support team before you can start using the Plugin Wizard.
- Most of the required **Custom Product** and **Order Columns** can be created directly through the Plugin Wizard, which will notify you if any are missing during the setup. The only column that must be created in advance is the **CHANNEL_Enabled** Product Column. To create this column, follow the instructions [here](https://descartessystems.aha.io/pages/7630852553944422166), replace CHANNEL with the integration name and set its Data Type to Boolean.
- The values of the **Custom Company Settings**, such as the **Channel_ISAID** and **Channel_Qualifier** (where **Channel** will be replaced with the name of your channel). You will create these settings and enter the values while using the Plugin Wizard.
- Any other less common prerequisites not covered by the three bullet points above.

## Start the Plugin Wizard

To access the Plugin Wizard, go to **Settings > Scheduled Tasks > Launch Plugin Wizard**.

### Create Company

**Create Company** is step 1 of the Plugin Wizard. Here, you select the [Channel](https://descartessystems.aha.io/pages/7630870720735739402) for this integration and create a Company for it. The new company will be named after your default company, with the channel name appended after it and a dash in between. For example, **MainCompany-Channel**.

This step displays a drop-down menu called **Channel**.

- If you select **Other**, a field called **Other Channel** appears **,** where you can enter the channel’s name.
- If you select **Mirakl** or **DSCO**, a text field called **Sub Channel** displays because these platforms allow you to integrate multiple channels.

Select your channel and click **Next Step**.

You also have the option to repurpose an existing company rather than create a new one. Open the **Company** in **Settings,** then go to **Toolbox > Plugin Wizard.** When you click **Next,** you will be prompted to confirm the action, with a message detailing how the company will be changed. This option is only available in Companies that were originally created via the Plugin Wizard, are **not Website-enabled,** and have **no Scheduled tasks**.

### Task Details

**Task Details** is step 2 of the Plugin Wizard. In this step, you set up the [Saved Views](https://descartessystems.aha.io/pages/7630838405969463824) and [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891) for the integration.

Next, in the **Saved View Details** panel:

1. Select the **User For Saved Views**. The [Saved Views](https://descartessystems.aha.io/pages/7630838405969463824) for the Scheduled Tasks will be automatically created under the user you select.
2. Optionally, select the integration-specific **Product Custom Column**. Use this option, if you want to enable only certain products for the channel. If selected, you must enable products for the channel as follows:
   1. For one product at a time: go to the [Product Details Page](https://descartessystems.aha.io/pages/7630846719601169819) \> click **Toolbox** and select **Custom Columns** \> click **Edit**, update the **Channel_Enabled** column, and **Save**.
   2. For multiple products in bulk: follow the steps to [Bulk Update Products](https://descartessystems.aha.io/pages/7630834039903362072) and use the **Channel_Enabled** column – set it to **True** for all products you want to enable.
3. Optionally, you can check **Filter Products By Company** to only send products from a specific company to the channel.
4. Optionally, you can check **Filter By Website Orders Only** to integrate only orders from the **Website** channel. This is useful if you also plan to set up core integrations under the same company.

Next, in the **Task Details** panel:

1. if you chose a channel from the **Channel** list in step 1:
   1. The **Scheduled Tasks** and **Plugins** are locked in.
   2. If you chose **Channel: Other** in step 1:
      1. Select the task type for which you want to create a **Scheduled Task**.
      2. Select whether to **Export / Import Via** a plugin or a profile.
      3. Select the actual **Plugin / Profile.**
      4. If the plugin is configurable, click the gear icon to **Configure Plugin Settings**.

[Client Setting](https://descartessystems.aha.io/pages/7630835167106228692) **Enable Plugin Configurations** must be enabled for this workflow!

1. The wizard will list the integration's **Custom Company Settings**, including those that are currently missing. To add them, click **Create Missing Required Settings** and enter their values. Once done, click **Next**.

2. The wizard will list the integration's [Custom Product and Order Columns](https://descartessystems.aha.io/pages/7630852553944422166), including those that are currently missing. To add them, click **Create Missing Required Columns**.

3. Click **Finish**.
4. You also have the ability to download a missing plugin or update it to its latest available version without any assistance from Sellercloud Support:
   1. If there is a blue icon in place of the plugin name, click on it to download and install the necessary plugin.
   2. If you see a red icon next to one of the plugins, this means that a newer version of that plugin has been released. Click on the icon to download the update.

5. Optionally, you can change the **Task Name** for each task.
6. Enter a **File Name** for the files from each task. You can use the placeholder **{yyyy}{MM}{dd}{HH}{mm}**- it populates the file name with the file creation date.

### Connection Details

**Connection Details** is step 3 of the Plugin Wizard. In this step, you fill out any required information to connect to the channel.

Based on the channel you’re setting up, select your **Export / Import Options**. If you’re setting up an integration via API, set both to **None** and click the **Finish** button.

If you’re setting up an integration via EDI, it works over **FTP** or **VAN** - in this case, select **FTP** and enter your **Server, User,** and **Password**. Also, check **Use Passive** and **Use Secure FTP**. Click on the icon in the **Export Options** panel header to **Copy FTP Information to Import Options.**

Optionally, depending on the channel, you can set up the rest of the options on the page.

Click the **Finish** icon, and you will see a congratulations message with links to the **Company**, **Tasks**, and a reminder to set up any necessary **Custom Settings** the plugins require.

### Final Steps

To enable the Scheduled Tasks:

1. Go to **Settings > Scheduled Tasks > Manage Scheduled Tasks**.

2. Set the **Company** filter to search for the company created with the Plugin Wizard, and then click **Search**.

3. Check the boxes to the left of the scheduled tasks.

4. Click the **Actions** icon on the bottom right and select **Enable Tasks**.

5. Your integration is up and running.