RLM ERP Integration

  • Updated

Contents

  1. Overview
  2. Prerequisites and How to Get Started
  3. How It Works
  4. How to Configure Returnly 
  5. FAQs

 

Overview

Returnly <> RLM Integration

This integration eliminates manual processes by creating and syncing Return Merchandize Authorization (RMA) records & credit memos in merchant’s RLM account to provide an accurate audit trail of returned items.

In addition, merchants do not need to integrate Returnly to their 3PL as RLM sends the necessary receiving information to the 3PL.

Note: This integration supports multiple warehouses.

If you need technical support specific to the Returnly <> RLM integration, contact the RLM Support team as they manage, host, and monitor the integration. 

 

Prerequisites and How to Get Started

  • Merchants on Returnly Annual/Premium plan

  • RLM account: integration requires programming job. 

As set-up & onboarding is managed by RLM, you must contact them to start the integration process along with the following details:

  • Returnly API access

Partner/Merchant can access API token via merchant Returnly dashboard.

Access Integration Tools > API Token tab. 

Merchants on an Annual plan: they can generate their API token. 

Merchants on a Monthly plan should reach out to sales@returnly.com to upgrade their account. 

  • RLM's Shopify Connector

Merchants must be on RLM's Shopify Connector.

 

How It Works

This integration creates RMAs within RLM each time a return is initiated, and refunds upon item receipt by RLM. 

RLM ERP <> Returnly integration workflow:

  1. RMA is generated in Returnly.

  2. RMA information is imported into RLM and a Return Authorization is automatically created.

  3. Return Authorization is automatically sent to 3PL. 3PL will send the Return receiving file back to RLM updating the return authorization as received.

  4. The Return receipt is sent to Returnly to trigger a refund in Shopify.

  5. The credit memo is imported from Shopify to RLM updating the inventory and closing the Return Authorization.

  6. Return is complete

 

How to Configure Returnly 

Disable the Auto-restock Products option as Returnly will not be handling inventory updates. 

    • Navigate to the Returns Settings menu in your Returnly dashboard.
    • Access the Return Policy tab, Additional Settings section.

 

FAQs

  • How do I get started? 

Contact RLM to begin the integration process. 

  • Will I need a developer involved to complete this integration? 

No. Developer work is not needed. RLM will work with you throughout the onboarding process. 

  • Where do I get my Returnly API? 

On Returnly's Return Manager, visit Integration Tools > API Token tab.

Related article: Where can I find my account's unique API token?

  • I have a Returnly account, but don’t have API access - how can I get Returnly API access?

Merchants on an Annual plan: they can generate their API token. 

Access Integration Tools > API Token tab. 

Merchants on a Monthly plan should reach out to sales@returnly.com to upgrade their account. 

  • Where should I address any technical questions?

Merchants can contact the integration owner directly for support in the event of technical issues.

If you need technical support specific to the Returnly <> RLM Integration App, contact RLM Support team as they manage, host, and monitor the integration. 

 

Not a Returnly customer? Contact sales@returnly.com to learn more.

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