Connecting Your Amazon Business Account to ManagedOrg's Donative
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…
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
d
Managedorg
11 Steps
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
d
Managedorg
8 Steps
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!
Well done!
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