Overview:
Expected behavior and important notes for the heritage integration to ensure best practices when running both integrations.
Heritage Integration settings:
Use Hertiage names and descriptions
ON - any mapped products will auto update to use the current heritage names and descriptions
This updates nightly (if enabled) or when the you select Sync Products now
OFF - You can use their own names and descriptions for mapped products.
Note: This means the only update that would come through is if sync is enabled, at a cost.
Skimmer pricing, markup, categories, taxable, and discontinued are not overwritten.
Sync Heritage Pool+ products to Skimmer
ON - Sync runs nightly when Sync Items is ON. Only mapped products are updated.
Note: Updates product name, description, and cost. Unless Use heritage names is OFF, then it will only update the cost.
OFF - Sync will not run nightly, only when you select the Sync Items now button.
Importing Products from Heritage Mapping:
✅ Expected behavior is that selecting Import should trigger a sync of the products to QBO.
❌ However, there is a current limitation preventing this from happening.
Mapping to an existing Product in Skimmer:
From the Map Heritage Products page, the left column is a list of Heritage Products, and the Right column is a dropdown listing all Skimmer Products.
Note: Heritage products are populated by past purchases (Invoices) from the connected Heritage account.
Selecting a product from the dropdown will map the Heritage product to the Skimmer product (As seen below).
Create a new Product:
Selecting Create new Skimmer product, will create a new skimmer product with the heritage product information. Once you have mapped your preferred products, scroll to the bottom of the page and select Import
Note: After the import is complete, it may take up to a minute for the Products list in Skimmer to update.
Confirm that the products have been added to the Products page. When checking the QBO Sync Activity you can confirm that a sync was not triggered for the newly added products.
IMPORTANT: At this time, to ensure the products sync to QBO, you will need to Edit and Save each product to trigger a sync to QBO. If you do not complete this, it may cause Errors in the activity page if the products are added to an invoice.
Note: The name listed in the mapping page is the name of the product at the time of purchase. When mapping or adding - the name may have been updated in Heritage.
