Marketplace Accounts
Path: Home, Configure, Marketplace Accounts. The page lists every supported marketplace as a tab across the top: Amazon, eBay, Rakuten, FNAC, Cdiscount, Trade Me, Website, Abebooks, Allegro, BigCommerce, OnBuy, Game, Fruugo, Shopify, SKUCloud, Wish, Alibris, Mano Mano, Shopline. Click a tab to see the marketplace-specific accounts grid. Each tab supports two views:View Existing [Marketplace] Accounts (the list) and Add a [Marketplace] Marketplace Account (the connection form).
For Amazon (the most common starting point), the grid shows:
| Column | What it means |
|---|---|
| Amazon Account Name | A friendly label such as Amazon - monogram-amazonuk |
| Amazon Account Code | Internal sequential code |
| Seller ID | The Amazon Seller Central seller ID, e.g. A2L51OOFCIOZQ4 |
| Amazon Country | The marketplace country (United Kingdom, Germany, France, US, etc.) |
| Added to Application | When the account was first connected |
| Added by | The CloudHub user who connected it |
| Last Updated | When the credentials were last rotated |
| Status | Active or Inactive toggle |
| Actions | Edit, Delete, Generate new token |
Adding a marketplace account
The flow varies per marketplace, but the common pattern:- Click the marketplace tab (e.g.
Amazon). - Click
Add a Amazon Marketplace Account. - Pick the country (each Amazon marketplace is a separate connection).
- Authorise via the marketplace OAuth flow (Amazon SP-API, eBay developer key, Shopify OAuth, etc.).
- Once authorised, the account appears in the grid.
- Toggle Status to Active to start syncing.
Use cases
- Multi-region Amazon. Sellers operating in UK, DE, FR, IT, ES register one Amazon account per region. The Amazon tab will show five rows.
- Multiple Amazon accounts. Some sellers have multiple Amazon Seller Central accounts (legitimately, for separate brands or businesses). Add each as a separate row.
- Sandbox testing. When testing a new integration, mark the test account
Inactiveonce the test is complete to avoid sending real listings.
Common gotcha
Inactive accounts still appear in the grid. TheStatus toggle stops sync but does not remove the account. Use Delete only when the account is genuinely retired, since deleting orphans the historical orders that referenced it.
Organisation Settings
Path: Home, Configure, Organisation Settings. The Organisation Settings page is the company-level master record. One workspace, one organisation. Fields:| Field | Notes |
|---|---|
| Company Name | Trading name |
| Address Line 1, Address Line 2 | Registered or trading address |
| City | Locality |
| Postcode | Postal code |
| Email Address | Primary admin email |
| Country | Operating country |
| Time Zone | Workspace base time zone (e.g. UTC/GMT+00:00) |
| Number of Users | Read-only count of active users |
| License Start Date | When the CloudHub subscription began |
| Date Time Format | Display format for dates across the workspace, e.g. DD/MMM/YYYY hh:mm:ss PM/AM |
| Company Logo | Upload (JPG/JPEG/PNG, under 1 MB, 201px wide x 73px high) |
Save button at the bottom; cancel with Cancel.
Why these settings matter
- Time Zone. All timestamps in Sales, Order Stages, and the Stock Movement Log are stored in UTC and displayed in the workspace time zone. Get this right or every report’s day-boundary will be wrong.
- Date Time Format. The chosen format is what merchants see in every grid. We recommend
dd MMM yy hh:mm:ss tt(the format the V2 docs and Vortex IQ use elsewhere) for US-and-UK ambiguity-free dates. - Company Logo. Renders on customer-facing invoices and dispatch notes. The size constraint (201px x 73px) is a print-template requirement; oversize logos will fail upload.
- Address. The trading address prints on customer invoices. Make sure it matches the legal trading entity for VAT compliance.
Use cases
- Initial setup. First task on day zero. Get the basics right before users start raising orders.
- Re-brand. New logo or trading name. Re-upload the logo, update the company name, save. The change propagates to every new invoice and dispatch note.
- Time-zone migration. Operating-country move (e.g. UK to US). Change time zone, accept that historical timestamps continue to be shown in the new zone (since they are stored UTC the underlying data does not change).
Common gotcha
The “Number of Users” count includes inactive users for licensing purposes. To clean up, delete inactive users from User Permissions rather than just blocking them.Email and FTP Settings
Path: Home, Configure, Email and FTP Settings. The page has four tabs across the top:Email Settings, FTP Settings, Order Export Import File Profiles, Optimise Inventory Export Import Profiles.
Email Settings tab
The SMTP outbound configuration. Every email leaving CloudHub (invoice emails, scheduled report notifications, manual order invoices) uses these credentials.| Field | Notes |
|---|---|
| User Name | Display username |
| Display Name | Name shown to recipients (e.g. John Smith) |
| E-mail Address | The from-address |
| SMTP Server Address | Your SMTP host |
| Port | Typically 25, 465 (SSL), or 587 (TLS) |
| Login Name | SMTP authentication username |
| Logon Password | SMTP authentication password (toggle show text to reveal during entry) |
FTP Settings tab
For marketplaces and 3PLs that exchange data via SFTP. Configure host, port, credentials, and inbound/outbound directories.Order Export Import File Profiles tab
Defines the file formats CloudHub uses when importing orders from a non-API source (e.g. a 3PL portal exporting orders as CSV) or exporting orders to a downstream system (e.g. an ERP that consumes a daily orders file). Each profile defines:- The file path (FTP or local).
- The CSV column mapping.
- The frequency (daily, hourly).
Optimise Inventory Export Import Profiles tab
The same pattern but for inventory data feeding into Optimise Profiles. Used when inventory data flows in or out via file rather than API (less common but supported for legacy 3PL relationships).Use cases
- Outbound transactional email. Configure SendGrid here on day one. The test send from the page confirms the credentials.
- 3PL order feed. A 3PL that operates outside CloudHub but ships to your customers can deliver an orders file to your FTP and CloudHub picks it up via an Order Export Import File Profile.
- ERP data feed. Daily orders export to your ERP via FTP, mapped via the same profile system.
Common gotcha
If outbound emails (invoice emails, scheduled reports) stop arriving, the SMTP credentials have probably expired or the password has rotated. Re-enter and save; do not delete and recreate the row, since downstream rules reference the row.Cross-link to the rest of the AI OS
| Need | Where to go |
|---|---|
| Live marketplace KPI | Nerve Centre, the connector card |
| ”Why is my Amazon UK feed showing zero orders today?” | Vortex Mind, channel-feed diagnostics; check Marketplace Accounts status |
| ”Test if my SMTP is sending correctly” | Email Settings, send a test email |
| ”Open a fix for the failed FTP order pull from 3PL X” | Actions Kanban |
Common questions
Can I rotate Amazon credentials without breaking sync? UseGenerate new token on the Amazon row. The new token replaces the old one without dropping the connection. The Status flip to Inactive briefly during rotation, then back to Active.
Why does my company logo render small on the invoice?
The 201px x 73px constraint is a print-template default. The logo file is uploaded at that maximum; oversized files are rejected. Resize before upload.
Can I configure two SMTP providers (transactional and bulk)?
Today, one SMTP entry per workspace. For separate transactional and marketing email, run marketing through a dedicated tool (Mailchimp, Klaviyo) connected via marketplace integration rather than CloudHub SMTP.
How do I know the FTP credentials are working?
Each FTP-using profile (Order Export Import) has a test mode. Run the test mode with a sample file before enabling on the live cadence.
Next steps
- Configure the printed artefacts under Templates and Documents.
- Wire up your action verbs under Workflows and Pricing Rules.
- Lock down user access under Permissions and Shipping.