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B2B integration

TradeMate + ReturnMate

ReturnMate integrates with TradeMate B2B so trade orders flow into the same workflow as Shopify orders. Admins create a trade return, enter the TOxxxxxx number, and the rest is auto-populated from TradeMate. Credits flow back as webhooks so TradeMate stays authoritative for the financial record.

§ 01 — Capabilities

What the integration does.

  • OAuth 2.0 per-tenant connect — no API-key copy-paste
  • Per-shop encrypted access + refresh token storage, auto-refresh
  • "Lookup TO number" auto-populates customer, company, line items, address
  • ACCOUNT_CREDIT and CREDIT_NOTE resolution methods skip Shopify refund
  • trade_return.* webhooks signed with HMAC-SHA256 (created, status_changed, credit_requested, resolved)
  • Signed-JWT customer portal redirect for B2B self-service
  • API-key fallback for pre-OAuth-deployment testing
§ 02 — Use cases

How merchants use it.

Admin-initiated trade return

From /create-trade the admin enters a TOxxxxxx number, clicks Lookup, and the form auto-populates with company name, customer email, shipping address, and line items from TradeMate. Pick a reason, submit, and the RMA enters the standard return workflow.

Customer portal redirect

Customer clicks "Return this" inside a TradeMate portal → signed JWT redirects to ReturnMate → pre-filled return form → submit creates the RMA. Single sign-in, no second identity check.

Credit webhooks for financial reconciliation

When an admin resolves a trade RMA with ACCOUNT_CREDIT or CREDIT_NOTE, a trade_return.credit_requested webhook fires to TradeMate with amount, line items, currency, and tenant metadata. TradeMate creates the authoritative credit record; ReturnMate stays the RMA system of record.

§ 03 — Setup

Connect TradeMate in minutes.

  1. 1

    Enable on ReturnMate side

    Settings → Integrations → TradeMate. Enter your tenant API URL (e.g. https://acme.admin.matehq.com.au). Click Connect to TradeMate — popup runs OAuth → tokens stored encrypted.

  2. 2

    Provision an inbound API key

    Settings → External API. Generate a key for TradeMate so their side can call our /external/v1/trade-returns endpoints. Copy the key + webhook secret once (never shown again).

  3. 3

    (Optional) Portal redirect secret

    Generate a shared HS256 secret in the TradeMate section for the customer portal redirect flow. Paste the same value into TradeMate's admin so both sides can verify signed tokens.

§ 04 — FAQ

Questions about TradeMate.

Is TradeMate required to use ReturnMate?

No. TradeMate is optional — enable only if you need B2B trade returns alongside Shopify. Shopify-only merchants skip this integration entirely.

How are OAuth URLs resolved for multi-tenant TradeMate?

ReturnMate derives /oauth/authorize and /oauth/token from the apiUrl host (e.g. acme.admin.matehq.com.au). Per-tenant subdomains mean the merchant's existing session cookie is reused — no central OAuth host, no cross-tenant consent confusion.

What happens to a trade RMA if I refund through Shopify instead?

Trade RMAs are gated at the resolution step — Shopify refund options are hidden and only ACCOUNT_CREDIT / CREDIT_NOTE appear. This prevents accidental double-credit across the two financial systems.

Ready to connect TradeMate?

14-day free trial. No credit card required. Billed through Shopify.