Definition of Done

The definition of done can be used to check each integration step against for completeness.

Set up test commerce account

  • test catalog is created, catalog id documented
  • test catalog is connected to the Business Manager
  • test page is created, page id documented
  • shop is set up on the page
  • shop is linked with the created catalog
  • test page is owned by business
  • developers added to the page with appropriate roles
  • developers added to the catalog with appropriate roles

Obtain test page access token

  • test Facebook app created, app id documented
  • test app is added to the Business Manager
  • test system user created
  • test system user assigned to assets with appropriate roles
    • admin of commerce account
    • editor of page and catalog
    • developer of app
  • test system user access token is generated and stored securely
  • test page access token is generated
  • test page access token is shared with the order management integration team

Set up prod commerce account

  • prod catalog is created, catalog id documented
  • prod catalog is connected to the Business Manager
  • prod page is created, page id documented
  • shop is set up on the page
  • shop is linked with the created catalog
  • shop settings are verified
    • state tax registration number is provided for every state
    • shipping options are configured
  • shop is unpublished
  • prod page is owned by business
  • developers added to the page with appropriate roles
  • developers added to the catalog with appropriate roles

Obtain prod page access token

  • prod dev app created, app id documented
  • prod app is added to the business manager
  • prod system user created in business manager
  • prod system user assigned to assets with appropriate roles
    • admin of commerce account
    • editor of page and catalog
    • developer of app
  • prod system user access token is generated and stored securely
  • prod page access token is generated
  • prod page access token is securely shared with the order management integration team

Implement product feed

  • id, title, description, price, inventory, link, additional_image_link, google_product_category fields are present
  • id represents product's SKU in your canonical catalog
  • description does not contain HTML tags or character entities, is well formatted (no extra spacing, punctuation is correct) and is informative (may contain information on item size, volume, origin, etc.)
  • product images satisfy Instagram requirements
  • link HTTPS URL produces a 200 OK HTTP response
  • price is in the correct format and currency
  • sale_price is provided for items on sale
  • return_policy_info is provided for final sale items (where applicable)
  • google_product_category is at minimum 2 levels deep
  • product variants are sharing the same item_group_id
  • variant fields (such as size or color) value is present for all product variants sharing a common item_group_id, even those that are out of stock
  • no rejected products when uploading the feed into the catalog
  • products should not violate Facebook's prohibited content policy

Implement scheduled product updates

  • product feed upload frequency and time is specified in feed settings
  • feed location is specified in feed settings and the file is accessible
  • UPDATE upload method is used in feed settings

Implement inventory updates

  • inventory is updated
  • products are “in stock”

Order management integration

  • orders can be pulled
    • email_remarketing_option is processed and respected
    • two-line shipping address is handled correctly
    • multiple quantities of an order item are supported
    • multiple order items are supported
  • orders can be acknowledged
    • merchant order reference is present
    • FB order number format of 15-16 or more digits is supported
  • order items can be marked as shipped
    • carrier is specified
    • valid tracking number is specified
  • final tax is correct
  • order items can be canceled
  • orders can be refunded
    • full refund
    • partial refund
    • shipment refund
    • return shipping can be deducted from the refund (optional)

Reporting

  • finance team added to the production commerce account with permissions to generate reports
  • finance team reviewed sample tax and cash reconciliation reports
  • tax report process is established
  • cash reconciliation process is established

Onboard customer service team

  • customer service team is ready to respond to case and claim emails within 2 business days
  • customer service team can look up orders by Facebook order number or merchant order number
  • customer service team can handle order return and initiate a refund
  • customer service team received a case email
  • customer service team received a claim email

Onboard Instagram account

  • correct catalog is connected in IG settings
  • at least 1 product is tagged
  • checkout experience is visible for whitelisted handles