# Cymax Account Integration

## Overview

[Cymax](https://www.cymax.com/) is an online retail company that specializes in office and home decor furniture. Through its online marketplace, customers can shop for a wide variety of items from different brands and vendors. Integrating Cymax into your Sellercloud account allows you to seamlessly import orders, upload tracking information, and ensure your Cymax store is always up-to-date with the latest inventory data. The integration works through EDI documents, transmitting information between the two services via plugins and [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891).

To have a dedicated representative complete the testing for your account and ensure that the setup is configured correctly, we recommend [Premium Support](/content/premium-support/index.html).

## Prerequisites

Before you can integrate Cymax into Sellercloud, complete the following requirements:

We recommend creating a [Company](https://descartessystems.aha.io/pages/7630838368529930257) where you will set up the [Custom Company Settings](https://descartessystems.aha.io/pages/7630848929259288263) and automate the plugins with [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891).

### Cymax Support

You must contact Cymax for your **FTP details**: **Server Name**, **Username**, and **Password**. You will need them when setting up the scheduled tasks to automate the plugins.

### Sellercloud Support

Open a ticket with [Sellercloud Support](https://descartessystems.aha.io/pages/7630831494839563427) and request the following plugins to be installed on your server:

- **Cymax Order Import** \- Imports orders from Cymax to Sellercloud in EDI 850 format.
- **Cymax Tracking Export 856 EDI** \- Exports tracking information from Sellercloud to Cymax in EDI 856 format.
- **Cymax Invoice Export 810 EDI** \- Exports invoices from Sellercloud to Cymax in EDI 810 format.
- **Cymax Inventory Export 846 EDI** \- Exports inventory from Sellercloud to Cymax in EDI 846 format.

### Custom Company Settings

Create the following [Custom Company Settings](https://descartessystems.aha.io/pages/7630848929259288263). **On your default company:**

- **CymaxSTControlNumber**
- **CymaxGSControlNumber**
- **CymaxISAControlNumber**

**CymaxISAControlNumber**, **CymaxGSControlNumber**, and **CymaxSTControlNumber** can all start at 1. The tracking and inventory exports will increment this number accordingly as jobs are processed. If the settings already exist and have values in them, **do not** edit them.

**On the company created for the integration:**

- **CymaxSellerQualifier** \- Your Qualifier. Set to **ZZ**.
- **CymaxQualifier** \- Cymax’s Qualifier. Typically, it’s **12**. Contact [Cymax](https://www.cymax.com/) to confirm the value of this setting.
- **CymaxSellerISAID** \- Your ISA ID. Enter a unique phone number that you don’t use for any other EDI integration.
- **CymaxISAID**\- Cymax’s ISA ID. Typically, it’s **6046789141**. Contact [Cymax](https://www.cymax.com/) to confirm the value of this setting.
- **CymaxOrderImportChannelName** \- Used by **Cymax Order Import**. If the value is **Website**, orders will be imported with **Website** Order Source. Otherwise, orders will be imported as **Wholesale**.
- **CymaxImportOrdersAsPaid** \- If enabled, the [Order Import](https://help.sellercloud.com/sellercloud-knowledge-base/integrations/channels/cymax/cymax-account-integration~7630870907102758344#order-import) plugin will mark the imported orders as **Paid**. Set the **Data Type** to **Boolean**.
- **CymaxShippingRequiresThirdParty** \- This is an optional but recommended setting, which is enabled by default if you don’t create it. With this setting, orders will be imported with [Third-Party Shipping](https://descartessystems.aha.io/pages/7630854054786105518) required. To disable this setting, create and set it to **False**.
- _(Optional)_ **UseShippingServiceSelectedForCymax**\- Enable if you would like to use the specific shipping service that was selected in Cymax. Set the **Data Type** to **Boolean**.
- _(Optional)_ **CymaxWarehousesMapping** \- A list of warehouses and the respective [Safety Quantity](https://descartessystems.aha.io/pages/7630840614112309363) in the format **WarehouseID,WarehouseCode,SafetyQty;** (for example: **109,DEF,0;122,CIN,3;270,CAL,2;**). By default, the [Inventory Export](https://help.sellercloud.com/sellercloud-knowledge-base/integrations/channels/cymax/cymax-account-integration~7630870907102758344#inventory-export) plugin exports the AvailableQty from all product warehouses. To push inventory data only from specific warehouse/s, create this setting and enter the value of the respective warehouse/s you want to export along with any Safety Quantity that should be considered.
- _(Optional)_ **CymaxDamageRebatePercent** \- Used by **Cymax Invoice Export 810 EDI**. Set the damage rebate in percent. Example: 12.5 stands for **12.5%**. Set the **Data Type** to **Decimal**.

### **Custom Product Columns**

Create the following [Custom Product Columns](https://descartessystems.aha.io/pages/7630852553944422166):

- **Cymax_SKU**\- The product’s SKU at Cymax. Set the **Data Type** to **String**.
- _(Optional)_ **Cymax_Enabled**\- Enable only specific products for Cymax. Set to **True** for any products you want to send with the [Inventory Export](https://help.sellercloud.com/sellercloud-knowledge-base/integrations/channels/cymax/cymax-account-integration~7630870907102758344#inventory-export) plugin. Set the **Data Type** to **Boolean**.
- _(Optional)_ **Cymax_SafetyQty** \- The [Safety Quantity](https://descartessystems.aha.io/pages/7630840614112309363), which is to be subtracted from the **Available Quantity** to prevent overselling on Cymax. Set the **Data Type** to **Integer**.

### **Custom Order Columns**

Create the following [Custom Order Column](https://descartessystems.aha.io/pages/7630852553944422166):

- **CymaxWayBillNumber** \- The **Cymax Order Import** plugin saves the freight shipment number in this column.

## Order Import

The **Cymax Order Import** plugin imports order data from Cymax to Sellercloud in EDI 850 format. The orders are imported as unpaid **Wholesale** orders with the username **invoices@cymax.com**.

### Automate Order Import

To create a [Scheduled Task](https://descartessystems.aha.io/pages/7630838715868958891) that imports orders:

1. Navigate to **Settings** \> **Scheduled Tasks** \> **Manage Scheduled Tasks**.
2. Click the green + icon: **Create New Scheduled Task.**
3. Complete as follows:
   1. Click **Task Type** and select **Import Orders**.
   2. Set the **Task Name**.
   3. Select the **Company**.
   4. Select the **Start Time**.
   5. Click **CREATE**.
4. On the **Scheduled Task** page, click the **Edit** button at the top right corner.
5. In the **Details** panel:
   1. Click **Create Orders For Company** and select the company designated for this integration.
   2. Click the **Plugin** menu and select **Cymax Order Import**.
6. In the **Import Options** panel, set **Import From** to **FTP** and fill out the FTP fields **.**
7. In the **Frequency** panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the **General** panel, click the **Enable** button.
9. Click **Save**.

## Tracking Export

The **Cymax Tracking Export 856 EDI** plugin exports order tracking from Sellercloud to Cymax in 856 EDI format. The exported information includes items per package and tracking per package. Before you move on, create a [Saved Search](https://descartessystems.aha.io/pages/7630838405969463824) for orders filtered by:

- **Company** \- The company you created for the integration.
- **Order Status** \- InProcess Or Completed
- **Shipping Status** \- FullyShipped
- **Payment Status** \- Charged
- **Tracking Uploaded** \- No

### Automate Tracking Export

To create a [Scheduled Task](https://descartessystems.aha.io/pages/7630838715868958891) that exports order tracking:

1. Navigate to **Settings** \> **Scheduled Tasks** \> **Manage Scheduled Tasks**.
2. Click the green + icon: **Create New Scheduled Task.**
3. Complete as follows:
   1. Click **Task Type** and select **Export Orders**.
   2. Set the **Task Name**.
   3. Select the **Company**.
   4. Select the **Start Time**.
   5. Click **CREATE**.
4. On the **Scheduled Task** page, click the **Edit** button at the top right corner.
5. In the **Details** panel:
   1. Click the **User ID** menu and select your email.
   2. Click the **Saved Search** menu and select the saved search you created earlier.
   3. Click the **Export Via** menu and select **Cymax 856 Tracking Export**.
   4. Check **This Is Tracking Export**.
6. In the **Export Options** panel, set **Export To** to **FTP** and fill out the FTP fields **.**
7. In the **Frequency** panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the **General** panel, click the **Enable** toggle button.
9. Click **Save**.

## Invoice Export

The **Cymax Invoice Export 810 EDI** plugin exports invoices from Sellercloud to Cymax in EDI 810 format. The **Shipping Info** is the order's shipping address, and the company information goes in the remittance address info. The billing address is hardcoded to Cymax's Accounts Payable. The plugin marks the order as an invoice sent to OrderSource. Before you move on, create a [Saved Search](https://descartessystems.aha.io/pages/7630838405969463824) for orders filtered by:

- **Company** \- The company you created for the integration.
- **Shipping Status** \- Fully Shipped
- **Order Status** \- InProcess Or Completed
- **Invoice Uploaded** \- No
- **Tracking Uploaded** \- Yes

### Automate Invoice Export

To create a [Scheduled Task](https://descartessystems.aha.io/pages/7630838715868958891) that exports invoices:

## Inventory Export

The **Cymax Inventory Export 846 EDI** plugin exports inventory from Sellercloud to Cymax in EDI 846 format. You can enable only specific products for Cymax by setting their **Cymax_Enabled** Custom Product Column to **True**:

- 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 **Cymax_Enabled** column, and **Save**.
- For multiple products in bulk: follow the steps to [Bulk Update Products](https://descartessystems.aha.io/pages/7630834039903362072) and use the **Cymax_Enabled** column – set it to **True** for all products you want to enable.

Unlike core integrations, plugin integrations don’t require products to be in the company with the scheduled tasks. The export will include the products you select with your [Saved Search](https://descartessystems.aha.io/pages/7630838405969463824). Next, create a Saved Search for products filtered by **Cymax_Enabled**– **True**. Optionally, you can add more filters to the search to narrow down the export further.