Once your Retail ORBIT class structure is finalized and your account is set up, please provide the following details on your Zendesk Support ticket to proceed with the integration:

1. Heartland Instance Address

• This should be in the format: "companyname.myheartland.us"

2. Heartland API Token

• This token authorizes us to pull data.
• To generate the API token:
  1. Log into Heartland.
  2. Click on the username in the top-right corner.
  3. Select User Settings / My Account.
  4. Navigate to the "API Tokens" tab.
  5. Generate a new token (any description can be used).

3. Run the M1 Integration in Heartland

• This step ensures the settings are saved for future data pulls.
• To do this:
  1. Go to Heartland and navigate to Settings.
  2. Select "Integrations" from the left-side menu.
  3. Choose Management One Integration.

4. Configure the Integration Fields

• Fill in the necessary fields:
  ✅ Client ID Code → Set this to your Retail ORBIT client number.
  ✅ OTB Class Field → Ensure this field contains your Retail Orbit Classification Codes

5. Export the Data File & Confirm with Support

• Once the fields are set, export the data file.
• This saves your export settings.
• Confirm with Management One on your Zendesk Support ticket to initiate your 24 month historical data retrieval.

💡 Need Help? Reach out to our Support Team for assistance.