Setting up idealo Checkout

On this page, you will find information about the settings you need to carry out in order to set up the market idealo Checkout in plentymarkets. Learn how to set up the interface, how to export items to idealo and how to define sales prices.

idealo price comparison and idealo Checkout

With plentymarkets, you can both use the idealo price comparison and idealo Checkout. idealo Checkout enables your customers to buy items directly on the idealo website without having to enter your web shop.

The idealoDE plugin is required in order to use the idealo price comparison and idealo Checkout.

1. Registering with idealo

You need to register with idealo before setting up idealo in plentymarkets. Please note that the website is currently only available in German.

2. Installing the idealoDE-plugin

Data is transferred to idealo via the elastic export. In order to automatically transfer data to idealo, install the plugins Elastic Export and idealoDE from the plentyMarketplace.

Installing the plugin is required both if you want to use the idealo price comparison and idealo Checkout.

Installing the idealoDE plugin allows for the following processes to take place:

automatic data transfer to idealo via the elastic export

3. Setting up idealo in plentymarkets

Check idealo product CSV

Not all of the columns of idealo’s product CSV are available in plentymarkets at present. Check whether you need columns which are not yet available in plentymarkets prior to setting up idealo in plentymarkets. In this case, an integration of idealo is currently not possible.
An overview of the columns which are available in plentymarkets can be found in the idealo plugin user guide.

Carry out the following settings in plentymarkets in order to activate the automatic hourly order import from idealo. This setting is required both if you want to use the idealo price comparison and idealo Checkout.

Activating the order import:

Go to System » System settings » Markets » idealo Checkout.
Place a check mark next to the option Activate automatic data exchange.
Enter the API key as received from idealo.
Save the settings.

4. idealo price comparison: Activating an order referrer

In order to link items, properties etc. with the idealo price comparison, you have to activate the order referrer idealo in the System » Orders » Order referrer menu.

Activating the order referrer for idealo price comparison:

Go to System » system settings » Orders » Order referrer.
Place a check mark next to the option idealo.
Save the settings.

If you want to use idealo Checkout, then also activate the order referrer idealo Checkout, as described in the Setting up idealo Checkout in plentymarkets chapter.

5. idealo price comparison: Setting the item availability

Items have to be available for idealo. This is done in the Availability tab of an item within the Item » Edit item » Open item » Tab: Variation ID menu. Activate the item availability for idealo as described below.

Setting the item availability for idealo price comparison:

Go to Item » Edit item » Open item » Tab: Variation ID » Tab: Settings.
Activate the main variation in the Availability section.
Click on the Availability tab.
Click in the selection field in the Markets section.
→ A list with all available markets is displayed.
Activate the option idealo.
Activate the option Web API.
Click on Add.
→ The market is added.
Save the settings.

The availability for variations can be individually edited in the Item » Edit item » Open item » Tab: Variations » Open variation » Tab: Variation ID » Tab: Availability menu.

If you want to use idealo Checkout, then also activate the order referrer idealo Checkout in the Markets section, as described in the Setting up idealo Checkout in plentymarkets chapter.

6. idealo price comparison and idealo Checkout: Defining a sales price

Proceed as described below to define a sales price for the order referrer idealo. This price is displayed on idealo. It is valid for the idealo price comparison and idealo Checkout.

Defining a sales price for idealo:

Go to System » system settings » Item » Sales prices » Open sales price » Tab: Settings.
Place a check mark next to the referrer idealo.
Save the settings.

7. idealo price comparison and idealo Checkout: Defining SKU manually

Add SKUs manually for specific referrers in the menu Item » Edit item » Open item » Tab: Variation ID » Tab: Availability if needed.

Adding SKU:

Go to Item » Edit item » Open item » Tab: Variation ID » Tab: Settings.
Click on the Availability tab.
Click on Add in the section SKU.
→ The window New SKU is displayed.
Select the referrer idealo.
Enter the SKU.
Click on Add.
→ The SKU is saved and displayed.

8. idealo price comparison and idealo Checkout: Setting up the item export

Items are exported to idealo via elastic export with the data format IdealoDE. Therefore, the plugins ElasticExport and ElasticExportIdealoDE have to be installed. First, create the data format IdealoDE. Then transfer the URL to idealo.

Setting up the item export is required both if you want to use the idealo price comparison and idealo Checkout.

Setting up the item export:

Go to Data » Elastic export.
Click on New export.
Carry out the settings. Pay attention to the explanations given in Table 1.
Carry out further settings for item filters and format settings. Pay attention to the explanations given in table 2 on the Elastic export page of the manual.
Save the settings.
→ The export format is given an ID and it appears in the overview within the Exports tab.

Table 1. Settings for the item export
Setting	Explanation
Settings
Name	Enter a name. The export format is listed by this name in the overview within the Exports tab.
Type	Select the type item from the drop-down list.
Format	Select the format IdealoDE from the drop-down list.
Limit	Enter a number. If you want to transfer more than 10,000 data records to idealo, then the output file will not be generated again for another 24 hours. This is to save resources.
Provisioning	Select URL.
Token, URL	If you have selected the option URL under Provisioning, then click on Generate token. The token is entered automatically. The URL is entered automatically if the token was generated under Token. Give this URL to idealo in order to export the items.

9. Setting up idealo Checkout in plentymarkets

idealo Checkout enables your customers to buy items directly on the idealo website without having to enter your web shop. The following chapters deal with the settings which are necessary in order to use idealo Checkout in plentymarkets.

In order to use idealo Checkout in plentymarkets, activate the order referrer idealo Checkout and set the item availability for idealo Checkout.

Activating the order referrer for idealo Checkout:

Go to System » system settings » Orders » Order referrer.
Place a check mark next to the option idealo Checkout.
Save the settings.

If you activate the order referrer idealo Checkout, then the column checkout_approved is set to true in the file that is generated in the elastic export.

Setting the item availability for idealo Checkout:

Go to Item » Edit item » Open item » Tab: Variation ID » Tab: Settings.
Activate the main variation in the Availability section.
Click on the Availability tab.
Click in the selection field in the Markets section.
→ A list with all available markets is displayed.
Activate the option idealo Checkout.
Make sure that the Web API option is activated.
Click on Add.
→ The market is added.
Save the settings.

The availability for variations can be individually edited in the Item » Edit item » Open item » Tab: Variations » Open variation » Tab: Variation ID » Tab: Availability menu.

10. idealo Checkout: Activating the payment method idealo Checkout

Activate the payment method idealo Checkout. This allows payments to be made for orders on idealo and displayed in your plentymarkets system.

Activating idealo payment methods:

Go to System » system settings » Orders » Payment » Methods.
Place a check mark next to the setting Also show inactive.
Open the folder DE > idealo Checkout.
Select the idealo payment method.
→ The Settings tab opens.
Carry out the settings. Pay attention to the explanations given in Table 2.
Place a check mark next to the option Active.
Save the settings.

Table 2. Settings for the payment method
Setting	Explanation
Language	The following options are saved for the language selected: Name, Info page, Info page (internal), Logo and Upload logo. This enables you to enter values for these options in various languages. The values for a language will be activated as soon as a buyer selects the language in the online store.
Name	Enter the name that should be displayed in the online store and on invoices etc.
Info page	Select a category page of the type content or enter the URL of a website to provide information about the payment method.
Info page (external)	If you have selected the option Info page (external) under Info page, then enter the URL of the info page here.
Countries of delivery	Do not select a country of delivery. You cannot use the payment method in your online store. Therefore, this payment method is only activated in plentymarkets. It is not completely configured.
Logo	Select one of the following options for displaying the logo: Show standard logo = The logo that is saved in plentymarkets for this payment method is displayed. Do not show a logo = The logo that is saved in plentymarkets for this payment method is not displayed. Show upload logo = The options Logo view and Upload logo are displayed.
Logo view	If Show upload logo has been selected from the Logo drop-down list, then the logo that has been uploaded is displayed here.
Upload logo	If Show upload logo has been selected from the Logo drop-down list, upload an external logo here. Click on Upload files and select the logo that you want to upload for the payment method. Permitted data formats: GIF, PNG and JPG.
Priority	Select the priority for displaying the payment method in the online store.
Costs: Flat rate or percentage	If the payment method results in additional costs, enter the percentage value or the flat rate value. The choice depends on the conditions of your contract. Important: Do not enter a value into both fields. For further information, refer to the Managing statistics page of the manual. For an example of flat rate and percentage costs, refer to the Managing payment methods page of the manual.

Permitting the payment method in customer classes

Go to System » System settings » CRM » Classes to activate or deactivate permitted payment methods.
For further information, refer to the Permitting the payment method in a customer class chapter.

For further information, refer to the Managing payment methods page of the manual.

PayPal payment method

If you offer the PayPal payment method, it is mandatory to create and configure this payment method in your plentymarkets system. This is to ensure that the payment is imported correctly and assigned to the order.

11. idealo Checkout: Setting up a shipping company as shipping method

With idealo Checkout, the customer buys the items directly at idealo and you have to send shipping information to idealo Checkout. If you ship your items with a shipping company, this information is transferred to idealo by means of a property.

If the order is carried out by a shipping company, the customer has to enter their phone number during the order process in order to arrange a delivery date. The shipping method shipping company is transferred as a property to idealo Checkout. Proceed as described below to create the property FulfillmentType.

Creating a property for the shipping method shipping company:

Go to System » System settings » Item » Properties » Tab: New property.
Enter the Name (internal).
Select No from the property type drop-down list.
Select the property FulfillmentType for idealo Direktkauf property.
Save the settings.

Next, you have to link the property to the item in the Item » Edit item » Open item » Open variation » Tab: Properties menu.

Further properties for idealo Checkout

For items which have the shipping method shipping company, it is also possible to transfer the additional services TwoManHandlingPrice and DisposalPrice to idealo Checkout. DisposalPrice can only be used in combination with TwoManHandlingPrice. That means you have to create the property TwoManHandlingPrice as well as the property DisposalPrice and link them to the item. In both cases, select Text as the property type. Go to Item » Edit item » Open item » Open variation » Tab: Properties and enter the surcharge for the additional service with two decimal places behind the decimal separator. Use a period for the decimal separator (19.99).

12. idealo Checkout: Automatically sending order confirmations

Set up an event procedure to automatically send an order confirmation to idealo.

Setting up an event procedure

Go to System » System settings » Orders » Events.
Click on Add event procedure.
→ The Create new event procedure window opens.
Enter a name.
Select the event listed in Table 3 below.
Save the settings.
→ The event is created.
Carry out further settings as described in Table 3 below.
Place a check mark next to the option Active.
Save the settings.
→ The event procedure is saved.

Table 3. Event procedure for sending automatic order confirmations to idealo
Setting	Option	Selection
Event	Order generation: New order
Filter 1	Order > Order type	Order
Filter 2	Order > Referrer	idealo Checkout
Procedure	Order > Send order confirmation to idealo

13. idealo Checkout: Automatically sending shipping confirmations

Set up an event procedure to automatically send a shipping confirmation to idealo when the outgoing items have been booked.

Setting up an event procedure

Go to System » System settings » Orders » Events.
Click on Add event procedure.
→ The Create new event procedure window opens.
Enter a name.
Select the event listed in Table 4 below.
Save the settings.
→ The event is created.
Carry out further settings as described in [event-procedure-shipping-confirmation] below.
Place a check mark next to the option Active.
Save the settings.
→ The event procedure is saved.

Table 4. Event procedure for automatically sending shipping confirmations to idealo
Setting	Option	Selection
Event	Order change: Outgoing items booked
Filter 1	Order > Order type	Order
Filter 2	Order > Referrer	idealo Checkout
Procedure	Shipping > Send shipping confirmation to idealo

14. idealo Checkout: Automatically sending returns

Set up an event procedure to automatically inform idealo about returns.

Setting up an event procedure

Go to System » System settings » Orders » Events.
Click on Add event procedure.
→ The Create new event procedure window opens.
Enter a name.
Select the event listed in Table 5 below.
Save the settings.
→ The event is created.
Carry out further settings as described in Table 5 below.
Place a check mark next to the option Active.
Save the settings.
→ The event procedure is saved.

Table 5. Event procedure for sending automatic returns to idealo
Setting	Option	Selection
Event	Order generation: New return
Filter 1	Order > Order type	Return
Filter 2	Order > Referrer	idealo Checkout
Procedure	Returns > Send return to idealo

15. idealo Checkout: Automatically sending cancellations

Set up an event procedure to automatically inform idealo of cancellations.

Setting up an event procedure

Go to System » System settings » Orders » Events.
Click on Add event procedure.
→ The Create new event procedure window opens.
Enter a name.
Select the event listed in Table 6 below.
Save the settings.
→ The event is created.
Carry out further settings as described in Table 6 below.
Select a reason for the cancellation.
Place a check mark next to the option Active.
Save the settings.
→ The event procedure is saved.

Table 6. Event procedure for automatically sending cancellations to idealo
Setting	Option	Selection
Event	Status change: [8] Cancelled
Filter 1	Order > Order type	Order
Filter 2	Order > Referrer	idealo Checkout
Procedure	Order > Send cancellation to idealo

16. Viewing the API log

The menu Data » API log » Tab: API log contains a history of processes that run via the idealo interface. The idealoDirektkauf format is available for idealo.

Viewing the API log:

Go to Data » API log » Tab: API log.
Select the format idealoDirektkauf from the Process drop-down list.
Select a date if you only want to see entries for a specific day.
Select the number of results per page.
Click on Search to display the results.