Overview

OmniPoint Order Management provides powerful tools under its Preferences section to export system configuration data. These export functionalities are essential for system integrations, importing data in bulk, reporting, and ensuring clients have accurate identifiers when interacting with OmniPoint Order Management through Excel templates or APIs. This article outlines how to access, configure, and utilize the Export Customer Settings and Export Product Settings features effectively.

Export Customer Settings

Accessing the Feature

To access Export Customer Settings:

1. Navigate to Preferences in the top-level menu.
2. Select Customer Setup from the sidebar.
3. Click on Export Customer Settings.

Purpose

This tool allows clients and administrators to download a list of key customer-related configuration values, including internal system IDs. These are often required for:

• Importing new customer accounts or sales orders via Excel templates
• Performing accurate API integrations
• Auditing and validating account relationships and structure

Exported Fields Include

• Account Group ID – Useful when associating accounts to specific sales structures.
• Order Guide ID – Required for customer-level product catalogs and imports.
• Shipping Method ID – Helps configure available shipping options during order imports.
• State and Country IDs – Essential for geographic filters and tax calculations.
• Sales Rep and Sales Group IDs – Required for accurate commission tracking.

Usage Tips

• Use this export when configuring Excel templates for data import (especially orders).
• This data is also crucial when developing or troubleshooting API-based integrations.
• Common client requests—such as lists of available shipping methods or account groups—can often be resolved using this tool, instead of manually pulling internal data.

Export Product Settings

Accessing the Feature

To access Export Product Settings:

1. Navigate to Preferences.
2. Choose Product Setup from the sidebar.
3. Select Export Product Settings.

Purpose

Export Product Settings is designed to output product-level metadata and configuration IDs. This is commonly used when:

• Performing product reclassification or structural changes (e.g., reconfiguring from individual SKUs to parent/child variants)
• Integrating with platforms like Shopify
• Developing product-related API calls

Exported Fields Include

• Group ID – Identifies which product group a SKU belongs to.
• Sales Unit ID – Indicates the unit of measure for sales (e.g., each, pack).
• Weight ID – Relevant for logistics and shipping calculations.
• Vendor ID – Connects each SKU to its supplier record.
• Product ID – The system's unique identifier for each product.
• Tag ID – Enables filtering, classification, and marketing rules.
• Variable Group and Variable Value IDs – Defines variant options (e.g., size, color) for parent-child product hierarchies.

Usage Tips

• Run this export before undertaking major catalog migrations or integrations.
• Used heavily when aligning variant structures in OmniPoint Order Management with external platforms like Shopify (e.g., transforming 10 single SKUs into a single product with multiple variants).
• IDs in this export are often needed when writing product-related API calls, importing new variants, or troubleshooting product mismatches.

Example Use Case

A client was managing each shoe color and size as a separate product. This setup created confusion for customers shopping online. Using Export Product Settings, they pulled all product and variant IDs, then restructured their catalog to use parent-child variants, saving time and improving the end-user experience.

Best Practices

• Bookmark these tools — Many clients forget they exist, but they solve recurring pain points in imports and integrations.
• Use export tools to pre-fill templates — When preparing Excel-based data uploads, always start with the latest exported IDs.
• Integrate with developer documentation — API developers should be directed to these tools for quick access to required identifiers.
• Internal training — Sales, onboarding, and support teams should know how to direct clients to these exports for self-service.

Conclusion

The Export Customer Settings and Export Product Settings tools are essential to maintaining data integrity and improving efficiency in client workflows. Whether used for order imports, catalog restructuring, or external integrations, these tools reduce friction and streamline processes across departments and systems.

For full operational benefit, these exports should be referenced in related documentation on order imports, product setup, CRM configuration, and API usage.