Proximity Integration

Proximity Integration

Connect your 3PL fulfillment warehouse for automated order routing and logistics

Connect Proximity to OmniOrders and route orders to your fulfillment warehouse automatically. Orders flow from OmniOrders to Proximity for pick, pack, and ship—inventory and tracking sync in both directions so you stay in control from one dashboard.

Quick Setup

You’ll need Proximity API credentials and an active fulfillment account. Setup typically takes 10–15 minutes.

---

Why Connect Proximity?

Connecting Proximity to OmniOrders means orders route to your 3PL automatically, inventory levels stay in sync between your OMS and the warehouse, and tracking numbers flow back the moment orders ship—no manual handoffs, no spreadsheets, and no missed shipments.

Auto Order Routing

Orders eligible for fulfillment automatically route to Proximity—no manual export or re-entry.

Inventory Sync

Stock levels stay in sync between OmniOrders and your Proximity warehouse. Prevents overselling.

Tracking Updates

Tracking numbers and shipment status automatically update in OmniOrders when orders ship.

Single Dashboard

Manage orders, inventory, and fulfillment status from OmniOrders—no switching between systems.

---

Before You Start

Make sure you have:

Proximity Account

You need an active Proximity fulfillment account with API access. Contact your Proximity representative for setup.

API Credentials

Your Proximity API key, secret, and environment (sandbox or production) ready to enter.

Product Mapping

Know your SKUs and how they map to Proximity—matching SKUs ensure accurate inventory and order routing.

---

Connect Your Proximity Account

1. Go to Integrations

   In OmniOrders, click Integrations in the main menu, then click Add Integration

2. Select Proximity

   Find Proximity in the list (under 3PL & Fulfillment or Communication & Utilities), click Install to install the service, then click Connect

3. Enter API Credentials

   You’ll need:

   • API Key (from your Proximity dashboard)
   • API Secret
   • Environment (Sandbox for testing, Production for live fulfillment)

   What We Access

   OmniOrders only requests access to orders, inventory, and fulfillment data—we never access payment or sensitive customer info.

4. Configure Settings

   Choose what to sync:

   • Orders: Route eligible orders to Proximity automatically
   • Inventory: Keep stock levels in sync with your warehouse
   • Fulfillment: Receive tracking info and shipment status from Proximity

5. Map Locations

   If you have multiple warehouses, map them to your Proximity fulfillment locations for accurate routing.

6. Start Sync

   Click Start Sync to begin. The first sync may take a few minutes depending on your catalog size.

First Sync

The first sync imports your product catalog and inventory levels. After that, orders and inventory update in real-time.

---

What Gets Synced?

Orders

• Order details and line items
• Customer shipping addresses
• Order notes and special instructions
• Fulfillment status
• Ship-by and delivery-by dates

Inventory

• Stock levels by location
• Inventory updates (both directions)
• Low stock alerts
• Multi-location inventory support

Fulfillment

• Tracking numbers
• Carrier information
• Shipment status updates
• Fulfillment confirmations

---

Managing Your Connection

View Sync Status

Check if everything is syncing correctly:

1. Go to Integrations → Proximity
2. View the sync dashboard showing:
   • Last sync time
   • Orders synced
   • Any errors or warnings

Pause Syncing

Need to temporarily stop syncing?

1. Open your Proximity integration settings
2. Toggle Sync Active to OFF
3. Syncing stops immediately (you can resume anytime)

Update Settings

Change what syncs:

1. Click Settings on your Proximity integration
2. Toggle any sync option on/off
3. Click Save Changes

Update API Credentials

If you need to regenerate your Proximity API credentials:

1. Create new credentials in your Proximity dashboard
2. Update them in OmniOrders integration settings
3. The connection will resume automatically

---

Common Questions

How often does it sync?

Orders sync as they’re created or routed. Inventory typically syncs every 5–15 minutes or when changes occur.

Which orders route to Proximity?

Orders assigned to locations mapped to Proximity will route automatically. Configure routing rules in integration settings.

What about existing orders?

We import recent orders during initial setup. Older orders can be imported on request.

Is my data secure?

Yes. We use secure API authentication and encrypt all data in transit and at rest.

---

Troubleshooting

Orders Not Routing

Problem: Orders aren’t flowing to Proximity

Solutions:

• Check that Order Sync is enabled in integration settings
• Verify your API credentials are valid and not expired
• Confirm the order is assigned to a location mapped to Proximity
• Look for error messages in the sync log
• Try clicking Force Sync to trigger a manual refresh

Inventory Not Updating

Problem: Stock changes don’t sync between Proximity and OmniOrders

Solutions:

• Confirm Inventory Sync is turned on
• Check if products are mapped correctly (same SKU in both systems)
• Verify your API account has inventory read permissions
• Allow up to 15 minutes for updates to sync
• Check for rate limit messages in the sync log

Connection Expired

Problem: Proximity integration shows “Connection Expired” or “Authentication Failed”

Solutions:

• Verify your API credentials are still valid in Proximity
• Check if the API key was rotated or revoked
• Regenerate credentials and update them in OmniOrders
• Ensure you’re using the correct environment (sandbox vs production)
• No data is lost—syncing resumes after reconnecting

---

Best Practices

For New Users

1. Start with Sandbox: Use Proximity sandbox environment first to test the connection
2. Verify SKU Mapping: Ensure your SKUs match between OmniOrders and Proximity
3. Test One Order: Send a test order and verify it flows through correctly
4. Check Location Mapping: Map warehouse locations accurately for correct routing

For Fulfillment Operations

1. Centralize Inventory: Let OmniOrders be your source of truth for available stock
2. Use Consistent SKUs: Keep SKUs identical across all systems for automatic matching
3. Set Buffer Stock: Configure safety stock to prevent overselling
4. Monitor Ship Dates: Track ship-by dates to meet customer expectations

For High-Volume Operations

1. Enable Auto-Routing: Let OmniOrders automatically route eligible orders to Proximity
2. Sync Tracking Early: Ensure tracking flows back as soon as orders ship
3. Monitor Sync Logs: Check regularly for errors or delays
4. Plan for Peaks: During busy seasons, ensure sync frequency meets demand

---

Need More Help?

Contact Support

Our team is here to help with setup, troubleshooting, or any questions. Get Support →

Proximity Docs

Check Proximity’s documentation for API details and fulfillment-specific requirements.

More Integrations

Explore other platforms and integration options. View Integrations →

---

Pro Tip

Keep your product catalog in sync with OmniOrders before connecting—matching SKUs from the start prevents mapping issues later.