Connecting Your Amazon Business Account to ManagedOrg's Donative
Amazon Business
1. Click on Account Details…
2. Click on Amazon Business settings…
3. Click on Groups
4. Click on Add Group
We will create a group specifically for this solution. This ensures everything is separated and does not affect your existing programs or flows.
5. Type "YourORG x Donative"
Make sure to replace "YourORG" with your organization name
6. Select Shared Payment Methods
7. Select Shared Addresses
8. Click on Add Group
9. The group is now created
10. Click on Back to
11. Click on More groups
12. Click on YourORG x Donative
13. Click on System integrations
14. Click on Set up system
15. Click on ManagedOrg-DirectOrdering
16. Click on Save
17. Remember this area, it should remain as Test
We will notify you when to change this to Active after testing.
18. Click on Back to YourORG x Donative
19. Click on Add people
20. Click on textbox
21. Type "abdonative@example.org"
22. Uncheck Buyer (requisitioner)
23. Check Punchout buyer
24. Check Admin
25. Click on Invite people
26. Ensure person was successfully invited
If you are adding your own email to this, you can skip the next step.
27. Go to the email you set the account with, you should receive an email confirmation from Amazon.
28. Click on Back to YourORG x Donative
29. Click on Addresses and delivery preferences
30. Click on Actions
31. Click on Import address from your account
32. Click on Add an address
33. Click on Back to YourORG x Donative
34. Click on Payment methods
35. Click on Add payment method
36. Add your payment method
At this stage you can add a card or add a credit line. We suggest a credit line.
37. Add Credit Line
38. Click back to the root account
39. Click Pay by Invoice
40. Manage Invoice Templates
41. Manage Invoice Templates and Create New Template
We will be creating a new template for you. This ensures that this solution will not affect your current day-to-day purchasing and current Amazon Business process.
42. Go through the instructions
43. Pick Separate per group
44. Select the Donative group we previously set up
45. Once completed, go back to Business Settings and the Donative Group
46. Click on Tax Exemption & Licenses
47. Click on Add exemptions
48. Add Tax Exemption Certificates if you already haven't done so
Make sure to at the very least the certificates for the states you plan to accept donations for
49. Click on Manage permissions
50. Select Enabled and will be applied to all purchases
51. Click on Continue
52. Click on Back to YourORG x Donative
53. Click on Purchasing System
54. Stay on this page and keep this tab open
Managedorg
Go to ManagedOrg Admin Portal
55. Click on Amazon Business Account Settings
56. Click on Link Existing AB Account
57. Click on Connect to Amazon Business
58. Click on Allow
59. Success! Your account is connected…
60. Success! Please close this tab and go back to your Admin Portal…
At this stage, a 5 minute timer has started to establish the connection for security reasons.
61. Go back to ManagedOrg Admin Portal
62. You should see this screen
63. Add the admin email we added to the group (abdonative@example.org)
64. Go back to Amazon Business Tab and start copying and pasting
65. Copy + Paste Shared Secret
Managedorg
Go to your ManagedOrg Admin Portal - https://yourorg.managedorg.io/
66. Click on sharedSecret
67. Paste input
68. Paste input
69. Pick your region and keep deployment mode off for now
70. Click on Submit
71. See the Success Banner
72. Click on Add new Campaign
73. Congratulations! You can now create your first campaign and add products!
