Overview
When you first open a new integration in Junipeer, the Get Started wizard walks you through five steps to connect your systems, configure how data is mapped, and start syncing. Each step builds on the previous one, and you can return to any step later if you need to make changes.
You can access the Get Started page from the left sidebar of any integration. If you have already completed the wizard, you can still revisit it — this is useful when you want to enable additional flows or reconnect a system.
The five steps
Step 1 — Select Flows
Choose which data types you want to sync and in which direction. Each available flow is shown as a toggle switch with a direction indicator (e.g., "e-commerce → ERP" or "ERP → e-commerce").
Common flows include:
Orders — typically from your e-commerce platform to your ERP
Products/Articles — often from your ERP to your e-commerce platform, keeping product data in sync
Customers — can go in either direction depending on which system is the source of truth
Stock/Inventory — usually from ERP to e-commerce to keep webshop stock levels accurate
You can always come back to this step to enable or disable flows. Disabling a flow does not delete any previously synced data.
Click Next step — Connect systems when you are ready.
Step 2 — Connect Systems
Connect API credentials for both platforms in your integration. Each platform card shows a connection status — once you have entered valid credentials, the status changes to Connected (green).
The credentials required depend on the platform. Some platforms use OAuth (you authorize Junipeer through a login flow), while others require an API key or token that you paste into Junipeer. Refer to the connector-specific guide for your platform for detailed setup instructions.
Both systems must be connected before you can proceed. If you need to change credentials later, use the Connectors page.
Step 3 — Configure Settings
Set up how data is mapped and transformed between your two platforms. The settings are organized into categories based on data type — for example, order settings, article settings, customer settings, and so on.
Some settings are required before syncing can begin (marked with a yellow banner). Others are optional and can be adjusted later. Common configuration areas include:
Shipping method mapping — how shipping methods from one platform translate to the other
Payment method mapping — how payment methods and payment terms are mapped
Sales account mapping — which revenue accounts are used in your ERP, including VAT handling
Field defaults — default values for fields that may not exist in the source platform
You do not need to configure every setting at this stage. Start with the required fields and refine the optional ones after you have tested the integration.
For a detailed walkthrough of all settings categories, see the Configure guide.
Step 4 — Test Integration
Before going live, run a test sync to verify that data flows correctly between your platforms. This step lets you export a small number of records (typically one or two) and inspect the result in both systems.
To test:
Use Export One from the Flows page to sync a single record
Check the Tasks page to confirm the task completed successfully
Check the Logs page for any warnings or errors
Verify the record in your target platform — does it look correct? Are all fields mapped as expected?
If something is not right, go back to Step 3 and adjust your settings. You can test as many times as you need.
Step 5 — Start Syncing
Once you are satisfied with your test results, activate the integration for live use. This step involves:
Switching to live mode — in Configure > Settings > General, toggle off onboarding mode. This tells Junipeer the integration is ready for production data.
Setting up scheduling — create scheduling rules so your flows run automatically. See the Scheduling guide for recommended intervals per data type.
Optionally enabling webhooks — for platforms that support it, webhooks trigger syncs in near real-time when events happen (e.g., a new order is placed). See Webhooks.
After activation, monitor the Dashboard and Tasks pages for the first few hours to ensure everything is running smoothly.
After setup
Once your integration is live, here are a few things to keep in mind:
Backfilling historical data — If you need to sync orders or products that were created before the integration was set up, use the Time History page to move the "last loaded" date backward. Start with a small date range to verify results before backfilling a larger period.
Adding more flows — Return to Step 1 to enable additional data types. Each new flow will need its own configuration in the Settings page and a scheduling rule.
Monitoring — Make it a habit to check the Dashboard and Logs pages regularly, especially in the first weeks after go-live. Occasional stopped tasks are normal (temporary network issues, rate limits), but a sudden increase usually indicates a configuration or connectivity problem.
Tips
Complete steps in order the first time — skipping ahead can cause issues if credentials or required settings are missing.
Use a small test dataset for Step 4. If you export many records before verifying settings, you may need to clean up records in the target platform.
If you are setting up a new integration for a connector pair you have used before, your settings from the previous integration are not carried over — each integration is configured independently.
Keep your API credentials secure. If a credential is compromised, revoke it in the source platform and reconnect in Junipeer via the Connectors page.