Store Setup

Store Setup

To help facilitate the setup procedure, we have included a simple configuration tool that can be used to setup your eCommerce store. However, before using this tool, please ensure the following prerequisites are met:

1.  User Account Creation: An appropriate user account with the necessary permissions must be created prior to store setup. This account will be used to manage the store and its settings. Please contact the IT Department to request the creation of this user account, specifying that it is required eCommerce store administration so the correct permissions are loaded.

2.  Default Sending Address: As part of the user account setup, the IT Department will need to configure a default sending address for this user. This address will be the address from which orders are shipped, and it will be used for both billing and operational purposes.

If you experience any difficulty with using this module after the user account and default sending address have been configured, please contact our IT team and provide as much detail as possible.

Click on the SETUP button to open the configuration tool. Follow the instructions below each section that applies.

Add New Store

If you are adding a new store to your Insight account, or if you have selected to add a new store, you will be prompted for some basic information.

1. Select the account (if applicable) you want to use for your store’s setup.

2. Select the plugin type of eCommerce platform you want to connect i.e., ECWID, Magento, Shopify or WooCommerce.

3. Enter the name for your store.

4. Enter the website address for your store.

5. Click Save to continue.

Modify Existing Store

Simply select the store you want to edit from the drop-down list and edit your information using the inputs to the right. Alternatively, you could click on the Add New button to add a new store.

Depending on the type of eCommerce store you are connecting, you will now be asked to input technical information that we need in order to communicate with your store. To keep this process as easy as possible, we will deal with each type of store in its own section below, and you should follow the steps for the relevant store type you have selected.

Follow the instructions for the relevant eCommerce store platform below, in order to complete this page. Once you have completed all the required fields, click SAVE.