Visualsoft Integration Guide

This guide outlines the steps to connect your Visualsoft store to Helm. Once integrated, Helm will sync orders and stock seamlessly, helping to centralise your e-commerce operations

Last updated 3 months ago

Step-by-Step Setup

Step 1: Access the Integration Page

  1. Log in to your Helm account.

  2. Navigate to:
    Settings → Sales Channels

  3. From the list of available integrations, select Visualsoft.

Step 2: Obtain Your Visualsoft Credentials

To connect your Visualsoft store, you will need the following credentials:

  • Client ID

  • Username

  • Password

These must be provided by Visualsoft directly.

Please contact their support team using one of the following options:

Contact page: https://www.visualsoft.co.uk/contact
Recommended: Submit a support ticket at https://support.visualsoft.co.uk/

Tip:

When submitting your request, mention that you need API credentials to integrate with Helm

Step 3: Complete the Channel Setup

Once you've received your credentials from Visualsoft:

  1. Return to Helm.

  2. Fill in the following fields:

Field

Description

Active

Toggle on for active

Name

A label for the integration (e.g. Visualsoft UK)

Domain

Enter your domain

Client ID

As provided by Visualsoft

Username

As provided by Visualsoft

Password

As provided by Visualsoft

  1. Explore the configuration settings to further tailor and enhance your integration.

  2. Optional configuration tabs include:

    • Settings - choose the warehouse from which goods will be despatched for this integration.

    • Stock Control – Set up Auto Sync Stock.

    • Brand – Setup your Company Information for this sales channel below. By default your Company Information as set in General Settings will be used.

    • Commercial Invoice – Setup your Commercial Invoice Information for this sales channel below. By default your Commercial Invoice Information as set in General Settings will be used.

    • Despatch Emails – Do you want Helm to send out an order despatched email with carrier tracking information (if applicable)? If you do setup your Despatch Email for this sales channel below.

    • Feedback Emails – Do you want Helm to send out an order feedback email? If you do, setup your Despatch Email for this sales channel below.

      Adjust these according to your business requirements.

  3. Once all fields are complete, click Submit.

  4. You’ll receive a confirmation message once the channel has been successfully added.

Completion

Your Visualsoft sales channel is now connected to Helm! Orders, stock, and fulfilment data will now flow seamlessly between your Visualsoft store and your Helm environment.