Toolio

Toolio seamlessly integrates with most common commerce systems and provides open integration endpoints. See below for more information.

Data & Integrations

This document covers key principles around how to structure your data and how to integrate your data sources with Toolio.

Integration Guide

Within Toolio, we have made managing your integrations easy - this help article covers common integration management workflows in Toolio.

Managing Integrations

How to integrate SSO with Toolio using OIDC

SSO Integration

Import templates show the expected data fields for the model you are importing.

Import Templates

Please see below for recommendations on sharing any account credentials for integration setup.

Sharing Integration Credentials

Below are FAQs for Core Attributes in Core Models

Core Attribute FAQs

Please see frequently asked questions about Toolio Integration below.

Integration FAQs

Integration Overview 

How Toolio imports SKU x Location level plan metrics and rolls them up into your Assortment Plan.

Importing Variant Location Plan Metrics into Assortment Plan

How to deliberately trigger Failed and Completed With Errors imports so you can validate an email or webhook consumer end to end.

Testing Import Alerts and Webhooks

Importing Data 

How to set up a scheduled export that tells downstream systems which Assortment Plan choices were deleted, and when.

Exporting Deleted Choices

Using scheduled report deliveries you can schedule have your reports delivered to appropriate slack channels so that you don't miss a beat

Toolio / Slack Integration

How to configure Microsoft Azure Integration for Importing and Exporting data

Microsoft Azure Integration

Managing & Exporting Data

How to push data to and from Toolio via SSH File Transfer Protocol

SFTP Managed File Transfer

If you are using Google Sheets as your source of record for SKU Master or Purchase Orders, you can integrate Google Sheets to Toolio.

Google Sheets integration

How to integrate with Toolio using automated CSV feeds sent to Toolio's Azure Storage.

Automated CSV Feeds

CSV Integration

Integrate Toolio with your Google BigQuery data warehouse

Google BigQuery Integration

This article explains the details of how Toolio syncs data with integrated datawarehouses.

Syncing Data & Pagination

Connect Toolio to Snowflake — via shared credentials or Secure Data Sharing — to import your data and export plan values.

Snowflake Integration

Integrate Toolio with your Amazon Redshift data warehouse

Amazon Redshift Integration

Connect Toolio to your Snowflake data warehouse using key-pair authentication, a password, or a private listing.

Integrate your Looker for BI instance through Scheduled Data Deliveries

Looker Integration

How to configure Google Cloud Storage Integration for exports from Toolio

Google Cloud Storage Integration

Data Warehouse Integration

Toolio supports importing data feeds with emailed csv reports. Please see below to learn more.

Email Integration

Toolio has out of the box integration with Cin7. Please follow the steps to connect your Cin7 instance with Toolio

Cin7 Integration

Inventory & Order Management Integration 

Toolio supports out of the box integration with NetSuite. Please follow the steps to connect your NetSuite instance with Toolio

NetSuite Integration

This document will provide a step-by-step guide on how to create a saved search.

NetSuite Integration - Toolio Saved Searches

How to troubleshoot and address issues with your NetSuite Saved Search Delivery to Toolio

Troubleshooting NetSuite Saved Search Deployments

NetSuite Integration 

Integrate your Fulfil.io instance through Personal Access Tokens

Fulfil.io Integration

Connect your Shopify store to Toolio for sales, inventory, and product data using a Client ID and Secret or an access token.

Shopify Integration

How Exchanges are handled in Toolio when Using a Returns Solution (i.e. Loop Returns, Happy Returns) via Shopify

Exchanges via Shopify

How Toolio captures markdown data from Shopify sales

Markdowns via Shopify

Product Updates

Status Page

Toolio Academy

Resources

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Collections