Connecting Your Amazon Business Account to ManagedOrg's Donative
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KR

Kiran Rajappan

Created Jun 15, 2023

Connecting Your Amazon Business Account to ManagedOrg's Donative

67
    a

Amazon Business

54 Steps
Go to https://www.amazon.com/?ref_=abn_logo
1

Click on Account Details…

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2

Click on Amazon Business settings…

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3

Click on Groups

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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.

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5

Type "YourORG x Donative"

Make sure to replace "YourORG" with your organization name

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6

Select Shared Payment Methods

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7

Select Shared Addresses

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8

Click on Add Group

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9

The group is now created

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10

Click on Back to

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11

Click on More groups

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12

Click on YourORG x Donative

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13

Click on System integrations

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14

Click on Set up system

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15

Click on ManagedOrg-DirectOrdering

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16

Click on Save

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17

Remember this area, it should remain as Test

We will notify you when to change this to Active after testing.

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18

Click on Back to YourORG x Donative

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19

Click on Add people

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20

Click on textbox

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21

Type "abdonative@example.org"

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22

Uncheck Buyer (requisitioner)

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23

Check Punchout buyer

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24

Check Admin

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25

Click on Invite people

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26

Ensure person was successfully invited

If you are adding your own email to this, you can skip the next step.

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27

Go to the email you set the account with, you should receive an email confirmation from Amazon.

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28

Click on Back to YourORG x Donative

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29

Click on Addresses and delivery preferences

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30

Click on Actions

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31

Click on Import address from your account

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32

Click on Add an address

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33

Click on Back to YourORG x Donative

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34

Click on Payment methods

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35

Click on Add payment method

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36

Add your payment method

At this stage you can add a card or add a credit line. We suggest a credit line.

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37

Add Credit Line

38

Click back to the root account

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39

Click Pay by Invoice

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40

Manage Invoice Templates

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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.

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42

Go through the instructions

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43

Pick Separate per group

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44

Select the Donative group we previously set up

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45

Once completed, go back to Business Settings and the Donative Group

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46

Click on Tax Exemption & Licenses

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47

Click on Add exemptions

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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

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49

Click on Manage permissions

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50

Select Enabled and will be applied to all purchases

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51

Click on Continue

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52

Click on Back to YourORG x Donative

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53

Click on Purchasing System

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54

Stay on this page and keep this tab open

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    d

Managedorg

11 Steps

Go to ManagedOrg Admin Portal

55

Click on Amazon Business Account Settings

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56

Click on Link Existing AB Account

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57

Click on Connect to Amazon Business

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58

Click on Allow

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59

Success! Your account is connected…

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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.

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61

Go back to ManagedOrg Admin Portal

62

You should see this screen

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63

Add the admin email we added to the group (abdonative@example.org)

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64

Go back to Amazon Business Tab and start copying and pasting

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65

Copy + Paste Shared Secret

    d

Managedorg

8 Steps

Go to your ManagedOrg Admin Portal - https://yourorg.managedorg.io/

66

Click on sharedSecret

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67

Paste input

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68

Paste input

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69

Pick your region and keep deployment mode off for now

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70

Click on Submit

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71

See the Success Banner

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72

Click on Add new Campaign

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73

Congratulations! You can now create your first campaign and add products!

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Well done!
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