For any non-Shopify shop, the data needed by Reveal needs to be delivered within data feeds served via HTTP, into JSON format. A separate file is needed for each type of data that Reveal imports: customers, categories, products, orders.
Ideally, there will be one set of feeds for the initial import (with all historical data), and a different set of feeds for the daily import, containing less information, by including only relevant records.
Installing Reveal for a Custom Shop
After creating the feeds the following steps should be followed:
Step 1. create a new Reveal account
Step 2. create a new shop from the Side Menu, select “Add Shop”, fill in the new shop domain and name it, then click “Save”
Step 3: Start the integration:
Step 4: Select “Start custom connect”:
Step 5: Configure the account
- Fill in the website domain
- Fill in the base currency (Accepted format is the 3 letter code – ISO 4217)
- Set up an Average Shop Margin (your estimated average value of the difference between your products’ prices and your products’ costs of acquisition or production). This will be used as the margin for products that have no acquisition price filled in
- Decide whether you want to assign to the same customer account also the guest purchases with the same email address as your customer’s. For example, John Doe has an account in your store and buys monthly from you, but his last order was completed without being logged in. If you check this box, then we will also consider John’s last order as part of his customer account.(for more details, you can find a dedicated section at the end of this article)
- Select if the taxes are included in the product prices from the product feed.
Step 6: Fill in the location of the set of initial feeds > “Save & continue”
Step 7: This is the step where you can secure your data. Security can be enforced by using either IP-based restrictions and/or user and password protection > “Save & go to import”
Step 8. Import the feeds, one by one:
Step 9. After all feeds have been imported, select which Reveal status is corresponding to your system’s statuses > “Finish”
Step 10. Once reports are compiled, you can see Reveal Dashboard and access all sections of Reveal. This is the time to set your second set of feeds, the one for the daily updates .Go to Store Settings > General > Imports > Pencil button to edit:
Step 11. Change the location of the initial feeds with the location of the daily feeds, select “Enabled” for “Daily Enabled”, set the time when you’d like the daily import to run and click Save:
Reveal installation is now complete.
Custom Import Feeds – Guest Account orders
More on how to import data you can find here.
Because Reveal can import a single customer associated with one unique email address, when that customer is registered in his/her account and places an order, the order will be imported in Reveal under that specific email address. When the same customer is not logged in, but still wants to place an order he/she can do that as a Guest Customer, using the same email address for the check-out and Reveal will identify and attribute the order to that registered email address.
In other words, once a customer’s email address is registered at the first order with a customer_eid can not be matched with different order EIDs – the customer_eid saved in the database is different from the one ready to import – and because Reveal would not recognize them belonging to the same email address this will generate an error.
! Please keep in mind that after the initial import, a customer’s EID can not be modified as the system was designed to only update the existing customers or to add new ones into the database list.
As a first recommendation we advise you to consider a customer who ordered both as a guest and from a registered account from the same email address, being one and the same person, as shown in the previous part, step nr. 5.