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On Tap Integration

This article guides on how to connect On Tap tool with Bowimi to sync orders weekly.

Step 1 - Navigate to the company you’d like to like to import your orders into, and head to the “Distribution” tab and click “Add connection” at the bottom of your screen:



Step 2 - Click “Create a new connection” then click “Confirm”:


Step 3 - Click “Create connection” :

Choose “OnTap” and then name the connection, then click continue:



Now you’ll need to get your API credentials from OnTap to insert it into this box.



Step 4 - Navigate back to the company you’d like to like to import your orders into, and head to the “Distribution” tab and click “Add connection” at the bottom of your screen:

Then choose the new OnTap connection you just created.

Step 5 - Now choose how far back in time you’d like to import orders from and click “Confirm”



You’ll then see the OnTap integration. Click on the toggle to enable the connection:



Step 6 - You can export your products to a spreadsheet and import them into Bowimi to make matching products significantly faster. In OnTap, simply click “Product” and choose “csv” as the export format.

You can then import the csv file into Bowimi by clicking “Products” on the main menu then “Import” at the bottom of your screen:

Then all you have to do is match the columns.

Now navigate back to your home company, then “Distribution” click “…” on the integration button (screenshot above) and then choose “Match Products”




Then click “Match Products” (above), then click “Import Products” (below) to import your products from OnTap. 

Click “Auto match” to automatically match Bowimi and OnTap products if they have the same SKU in both platforms.

Tip: If a product in your OnTap account contains multiple units of a product in your Bowimi account, use our “Case Size” column to reflect that. For example, the product in OnTap could be called “Absolut Vodka 70cl x 6” and in Bowimi could be called “Absolut Vodka 70cl”. In this case you’d match these two products with each other and put the number 6 into the “Case Size” field. 

Click “Save Products” when you’re finished.

Step 7 - Head back to the “Actions” modal in the previous step and choose “Match Entities” (Customers)



Click “Click to match” to match each customer from OnTap to a customer in Bowimi: 



Step 8 - Head back to the “Actions” modal in the previous step and choose “Order Backlog”, this is where all of your pre-processed orders live:



Match products and customers to allow orders to be imported.

 

Troubleshooting? Reach out to support@bowimi.com for help!