Integration Management

Updated on September 13th, 2024

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Order Sources

Setting Up DEAR Systems

Integration Specs:

Supported functions:

Order Download
Shipment Confirmation - Detailed
Invoicing
Inventory Sync

Workflow

Sales Order Download from Dear Systems to Integration Manager
Sales Order Delivery from Integration Manager to WMS/OMS
Shipment Tracking from WMS/OMS to Integration Manager
Shipment Tracking from Integration Manager to Dear Systems

Required parameters

Account ID
API Key

Additional Fee

DEAR charges an additional $50 per month on some plans for an Extensiv Integration Management connection.

Step-by-step guide

To find your Account ID and API Key login to Dear Systems and click Integration > DEAR API Setup.
Click + next to Overview in the upper left to add a New API Application. Enter a name like Integration Management.
Copy down the Account ID and Key which will be entered into Integration Management.
Click Save.

You can come back to this page anytime to look up your existing credentials or reset them if needed.

Dear Locations

In order to perform inventory sync with Dear, you must set up one cart connection in Integration Management for each Dear Warehouse Location. Set the Location Name in the Dear cart settings.

Changing Location on Ship:

Dear sets the order's Shipment Location when the order is first placed. By default, Integration Management will mark the order as shipped at that same Location Dear provided to us on the order.

If your WMS may change the warehouse that shipped the order and you need this changed location reported back to Dear, you must set up your Dear location codes in the Integration Management warehouse list. The following steps outline how to set up your location codes.

Click on Locations & Products in Integration Management.
Select a warehouse.
Click Edit Warehouse.
Click Add Address.
Place the Dear Location Name in the Address Location Number field in the Integration Management Warehouse Address.

Notice that if you Pick or Pack your orders automatically before having Integration Management pull them, the system may be unable to change the order's shipment location. In this case you must either let Integration Management pick and pack your Dear orders, or you must remove the Address Location Number from Integration Management so we do not attempt to change the location when the order ships.

Dear Sale Status List

Status	Description
DRAFT	No data is added to sale details. Quote and order are empty and not authorized
VOIDED	Task has been voided
ESTIMATING	QuoteStatus = DRAFT, OrderStatus = NOT AVAILABLE
ESTIMATED	QuoteStatus = AUTHORISED or Skip Quote=true, OrderStatus = NOT AVAILABLE
ORDERING	OrderStatus = DRAFT
ORDERED	OrderStatus = AUTHORISED, all products in sale order are in stock, no backordering. PickStatus = NOT AVAILABLE
BACKORDERED	OrderStatus = AUTHORISED, at least one product in sale order has been backordered PickStatus = NOT AVAILABLE
PICKING*	PickStatus = DRAFT
PICKED*	PickStatus = AUTHORISED, PackStatus = NOT AVAILABLE
PACKING*	PackStatus = DRAFT
PACKED*	PackStatus = AUTHORISED, ShipStatus = NOT AVAILABLE
SHIPPING*	ShipStatus = DRAFT
INVOICING*	OrderStatus=AUTHORISED, ShipStatus=AUTHORISED, InvoiceStatus=DRAFT
INVOICED*	ShipStatus=AUTHORISED, InvoiceStatus = AUTHORISED or InvoiceStatus = PAID, TotalInvoice – TotalPaid <> 0
CREDITED	CreditNoteStatus = AUTHORISED, TotalInvoice – TotalPaid <> 0
COMPLETED	InvoiceStatus = PAID, ShipStatus=AUTHORISED, TotalInvoice – TotalPaid = 0

* Statuses denoted can only be used to retrieve Sales Orders if they are simple sales within Dear. Advanced sales orders cannot be pull from Dear using these statuses.

Address Issues

A common issue is that the Address Dear sends to Integration Management doesn't match what is displayed on the screen in Dear. This is caused by editing the address in Dear on the order screen. DO NOT DO THIS! Be sure to add the corrected address to the system and use the new address with the order. This is the only way Integration Management can load the corrected address information.

setup dear systems