Requirements¶
Before installing Emersoft Books, make sure you have the following.
Required for all plans¶
A Shopify store¶
Emersoft Books is installed into an existing Shopify store. You need:
- An active Shopify subscription (any plan)
- Admin access to the store
The app works with Shopify's Online Store, POS, and TikTok Shop sales channels. You do not need to have the Online Store sales channel active — TikTok Shop sellers can install the app without it.
Ingram CDF Lite account (for automated fulfillment)¶
Emersoft Books is an authorised Ingram data reseller. Catalog access — searching, browsing, and importing books — works immediately after installation with no Ingram credentials required.
To enable automated order fulfillment through Ingram, you need an Ingram Consumer Direct Fulfillment (CDF Lite) account with FTP credentials. You can apply at ingramcontent.com/retailers/consumer-direct-fulfillment — follow the Retailer path.
CDF Lite account timeline
Ingram's CDF Lite setup process typically takes up to 2 weeks. You can install the app and start importing books immediately — automated fulfillment goes live once CDF Lite is active. The Emersoft team will coordinate with you and verify the connection once your credentials are ready.
Required for Omnichannel Pro (Pubnet EDI)¶
If you are on the Omnichannel Pro plan and want to use purchase orders:
A Pubnet account¶
Pubnet is the EDI network used by publishers and distributors for purchase orders. You will need:
- An active Pubnet account with FTP credentials (username and password)
- Your Bill to SAN (Standard Address Number — a seven-digit identifier for your business in the book trade)
- Your Mailbox ID (for receiving incoming EDI documents from publishers)
- A Ship to SAN for each physical store location you will be ordering stock for — Pubnet treats each location as a separate account
If you do not have a Pubnet account, visit info.pubnet.org/support/for-booksellers or ask your book distributor or publisher for guidance. The Emersoft team will help verify your credentials and location setup during onboarding. See Pubnet Setup & Credentials for the full setup process.
Optional¶
Shopify POS¶
If you operate a physical store and want inventory sync between your Shopify POS locations and the app's receiving workflow, you will need Shopify POS set up with your store locations configured.
Multi-currency¶
If your store operates in a currency other than USD, the app will automatically convert Ingram's USD prices at import. No additional setup is required beyond having your Shopify store currency set correctly.
Not sure if you have everything?
The Emersoft team will check all of this with you during your assisted onboarding session. Get in touch before you start.