Acumatica - Magento Connector - Kensium · PDF fileAcumatica-Magento Connector User Manual Page 8 of 72 3.3 Configuring Boxes Navigation: Distribution Sales Orders Configuration Boxes

Connector Version: 2.2

Supported Acumatica Version: 6.0

Supported Magento Versions: CE 2.1.X and EE 2.1.X

Kensium Solutions PHONE 877 KENSIUM (536 7486) FAX 312 242 3029 EMAIL [email protected] WEBSITE kensiumsolutions.com

Acumatica - Magento Connector

User Manual

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http://www.kensiumsolutions.com/

Acumatica-Magento Connector User Manual Page 2 of 72

CONTENTS

1. INTRODUCTION ..................................................................................................................................................................................................................... 5

2. SYNC DIRECTION .................................................................................................................................................................................................................. 5

3. ACUMATICA ERP 6.X CONFIGURATION ........................................................................................................................................................................... 6

3.1 CONFIGURING PROCESSING CENTERS .............................................................................................................................................. 6

3.2 CONFIGURING PAYMENT METHODS (CASH/CHECK) ...................................................................................................................... 6

3.3 CONFIGURING BOXES .......................................................................................................................................................................... 8

3.4 CONFIGURING CARRIERS .................................................................................................................................................................... 8

3.5 CONFIGURING SHIP VIA CODES .......................................................................................................................................................... 9

4. CREATION OF PRODUCT ATTRIBUTES............................................................................................................................................................................. 10

5. CREATION OF ITEM CLASSES ............................................................................................................................................................................................. 11

6. CREATION OF ITEM SALES CATEGORY ............................................................................................................................................................................ 12

7. CREATION OF STOCK ITEM ................................................................................................................................................................................................ 13

8. CREATION OF NON-STOCK ITEMS .................................................................................................................................................................................... 15

9. ADDING INVENTORY – RECEIPTS ....................................................................................................................................................................................... 16

10. ADDING IMAGES .................................................................................................................................................................................................................. 17

11. COMPOSITE STOCK ITEMS (PART OF THE PRODUCT CONFIGURATOR PACKAGE) ............................................................................................... 18

11.1 CREATION OF GROUPED PRODUCT .................................................................................................................................................. 18

11.2 CREATION OF CONFIGURABLE PRODUCT ....................................................................................................................................... 20

11.3 CREATION OF BUNDLE PRODUCT .................................................................................................................................................... 22

12. CUSTOMER........................................................................................................................................................................................................................... 24

12.1 CREATION OF CUSTOMER ................................................................................................................................................................ 24

13. ACUMATICA-MAGENTO CONNECTOR SETTINGS IN MAGENTO ................................................................................................................................. 26

14. LICENSE ................................................................................................................................................................................................................................. 27

14.1 LICENSE DETAIL ................................................................................................................................................................................ 27

14.2 ADD DOMAIN REQUEST .................................................................................................................................................................... 27

14.3 DELETE DOMAIN REQUEST .............................................................................................................................................................. 28

15. COMMON CONFIGURATION ............................................................................................................................................................................................. 29

15.1 ACUMATICA CONNECTION ............................................................................................................................................................... 29

15.2 LOGS ................................................................................................................................................................................................... 29

16. TIME SETTING ....................................................................................................................................................................................................................... 31

17. SYNC CONFIGURATION ..................................................................................................................................................................................................... 32

17.1 WAREHOUSE DETAILS ...................................................................................................................................................................... 32

17.2 ATTRIBUTE SYNC .............................................................................................................................................................................. 33


17.3 CATEGORY SYNC............................................................................................................................................................................... 34

17.4 PRODUCT SYNC ................................................................................................................................................................................. 36

17.5 PRODUCT INVENTORY AND PRICE SYNC ....................................................................................................................................... 37

17.6 PRODUCT IMAGE SYNC .................................................................................................................................................................... 38

17.7 PRODUCT CONFIGURATOR SYNC .................................................................................................................................................... 39

17.8 CUSTOMER SYNC .............................................................................................................................................................................. 40

17.9 ORDER SYNC ...................................................................................................................................................................................... 42

17.10 FAILED ORDER SYNC ........................................................................................................................................................................ 44

18. TAX CATEGORY SYNC ........................................................................................................................................................................................................ 46

18.1 TAX CATEGORIES IN ACUMATICA ................................................................................................................................................... 46

18.2 RUN MANUAL TAX CATEGORY SYNC ............................................................................................................................................ 46

18.3 TAX CATEGORY UPDATED IN MAGENTO ........................................................................................................................................ 47

19. CUSTOMER........................................................................................................................................................................................................................... 48

19.1 CUSTOMER ATTRIBUTE SYNC: ........................................................................................................................................................ 48

19.2 CUSTOMER ATTRIBUTE MAPPING .................................................................................................................................................. 48

20. PRODUCT .............................................................................................................................................................................................................................. 49

20.1 PRODUCT ATTRIBUTE SYNC: ........................................................................................................................................................... 49

20.2 PRODUCT ATTRIBUTE MAPPING ..................................................................................................................................................... 49

20.3 SYNC DIRECTIONS ............................................................................................................................................................................. 50

20.4 PRODUCT CREATION IN MAGENTO .................................................................................................................................................. 51

20.5 PRODUCT CREATION IN ACUMATICA .............................................................................................................................................. 52

20.6 RUN MANUAL PRODUCT SYNC ....................................................................................................................................................... 52

20.7 PRODUCT UPDATE IN MAGENTO ..................................................................................................................................................... 54

20.8 PRODUCT UPDATE IN ACUMATICA .................................................................................................................................................. 54

20.9 RUN MANUAL PRODUCT SYNC ....................................................................................................................................................... 55

21. CATEGORY ............................................................................................................................................................................................................................ 57

21.1 CATEGORY ATTRIBUTE MAPPING .................................................................................................................................................. 57

21.2 CATEGORY CREATION IN MAGENTO ............................................................................................................................................... 57

21.3 CATEGORY CREATION IN ACUMATICA ........................................................................................................................................... 57

21.4 RUN MANUAL CATEGORY SYNC ..................................................................................................................................................... 58

21.5 CATEGORY UPDATE IN MAGENTO................................................................................................................................................... 59

21.6 CATEGORY UPDATE IN ACUMATICA ............................................................................................................................................... 60

21.7 RUN MANUAL CATEGORY SYNC ..................................................................................................................................................... 60

22. PRODUCT INVENTORY SYNC ............................................................................................................................................................................................ 62

22.1 INVENTORY RECEIPT CREATION IN ACUMATICA ........................................................................................................................... 62

22.2 PRODUCT INVENTORY SYNC RUN ................................................................................................................................................... 62

23. PRODUCT PRICE SYNC ...................................................................................................................................................................................................... 63

23.1 PRICE UPDATE IN ACUMATICA ........................................................................................................................................................ 63

23.2 PRODUCT PRICE SYNC EXECUTION ................................................................................................................................................ 63


24. PRODUCT IMAGE SYNC ..................................................................................................................................................................................................... 64

24.1 PRODUCT IMAGE UPLOADED IN ACUMATICA ................................................................................................................................ 64

24.2 RUN MANUAL PRODUCT IMAGE SYNC .......................................................................................................................................... 64

25. PRODUCT CONFIGURATOR SYNC ................................................................................................................................................................................... 65

25.1 RUN THE PRODUCT CONFIGURATOR SYNC FROM MANUAL SYNC PAGE .................................................................................. 65

25.2 COMPOSITE STOCK ITEMS SYNCED TO MAGENTO ....................................................................................................................... 65

25.2.1 Grouped Product .......................................................................................................................................................... 65

25.2.2 Configurable Product: ................................................................................................................................................. 66

25.2.3 Bundle Product: ............................................................................................................................................................ 66

26. SHIPPING, PAYMENT METHOD, AND ORDER STATUS MAPPING ............................................................................................................................. 67

27. ORDER SYNC ........................................................................................................................................................................................................................ 68

27.1 ORDER CREATION IN MAGENTO ...................................................................................................................................................... 68

27.2 RUN MANUAL ORDER SYNC............................................................................................................................................................ 68

27.3 ORDER SYNCED TO ACUMATICA ..................................................................................................................................................... 68

27.4 ORDER PROCESS IN ACUMATICA ..................................................................................................................................................... 69

27.5 SHIPMENT SYNC RUN ....................................................................................................................................................................... 69

28. SYNC SCHEDULER ............................................................................................................................................................................................................... 71

28.1 SCHEDULE CONFIGURATION ............................................................................................................................................................. 71

28.2 SYNC LOGS.......................................................................................................................................................................................... 71

29. ADMIN ACTIONS LOG ......................................................................................................................................................................................................... 72


1. INTRODUCTION This document will help you configure the settings and provide guidance to use the key features of Acumatica-Magento Connector.

2. SYNC DIRECTION Below are the entities and their sync directions that are included in AM Connector:


3. ACUMATICA ERP 6.X CONFIGURATION Below are the configurations that need to be done on the Acumatica instance 3.1 Configuring Processing Centers

Navigation: Finance Cash Management Configuration Processing Centers 1. Enter Processing center ID 2. Enter Name 3. Select the Cash Account 4. Check “Active” checkbox 5. Select the Payment plug-in type 6. Under settings tab, enter the credentials received after creating account on any of the Payment

Method providers

3.2 Configuring Payment Methods (Cash/Check) Navigation: Finance Cash Management Configuration Payment Methods 1. Enter Payment Method ID 2. Check the “Active” checkbox 3. Select the means of payment 4. Enter description of the payment method 5. Check “Use in AP” and “Use in AR” checkboxes 6. Select the appropriate cash accounts under allowed “Cash Accounts” Tab


7. Under Settings for “use in AR” tab, check the Integrated Processing and Required Card/Account Number checkbox.

8. Under “Processing Centers” tab, map the processing center to the “Payment Method”. 9. Click on “Save”


3.3 Configuring Boxes Navigation: Distribution Sales Orders Configuration Boxes

For configuring Boxes, enter the details for the fields marked with arrows and then click on “save”.

3.4 Configuring Carriers Navigation: Distribution Sales Orders Configuration Carriers 1. Enter Carrier ID 2. Enter Description 3. Select the Payment plug-in type 4. Select the UOM 5. Under the Plug-in Parameters enter the details in the fields shown with arrow.


3.5 Configuring Ship via Codes Navigation: Distribution Sales Orders Configuration Ship via Codes 1. Enter Ship via 2. Enter Description 3. Check “External plug-in” checkbox 4. Under “Details” tab select the Calendar, Carrier, Service method, Tax category, Freight Sales

Account, Freight Sales sub account, select Freight Expense Account and add Freight Expense sub account.

5. Under packages tab add the Packages required / applicable for the selected Ship Via Codes 6. Click on “Save”


4. CREATION OF PRODUCT ATTRIBUTES Navigation: Configuration Common Settings Attributes 1. Click “plus” button and add Attribute ID 2. Add description. While doing so, ensure the Attribute ID and Description being should be the same. 3. Select control type. 4. In the below grid, click on “plus” and add Value ID, description (Both should be the same) 5. Click on “save”


5. CREATION OF ITEM CLASSES Navigation: Distribution Inventory Configuration Item Classes 1. Click on Add button and Add Class ID. 2. Enter Description of the Class 3. Under General settings tab check “stock item” Checkbox 4. You may select the tax category or you can keep it empty. If tax category is mapped to product class the

same tax will be applicable to all the products falling under the item class.

5. Go to Attributes tab 6. Under this tab, map the Attributes and check the Required box (Optional) 7. Click on “Save”


6. CREATION OF ITEM SALES CATEGORY Navigation: Distribution Inventory Configuration Item Sales Categories 1. Select the company 2. Click on plus button to add new category under default category. 3. Provide Description of the category. If you want to change the Parent Category then click on the selector

and choose the required one from the list. Under Category Members Table, you can map the products by clicking on plus button.

4. Click on “Ecommerce Tab”

5. Click on Product Sort By dropdown and select the value from the list to sort the category. 6. Click on Sync Status dropdown and select the value “Active” or “Inactive” to include or exclude the category

during the Category Sync 7. Select the checkbox to include in the Navigation Menu if the Category should be displayed in the

navigation menu on Magento frontend. 8. Click on “Save” to save the configurations.


7. CREATION OF STOCK ITEM Navigation: Distribution Inventory Work Area Stock Items 1. Enter Inventory ID 2. Select the item status as “Active” 3. Specify the description of the product 4. Under General settings select the item class for the product

5. Under Price/Cost tab provide the Default price

6. Under Ecommerce Tab, check “Active” checkbox and select Visibility as “Catalog, Search” (this option is to make the product visible on the frontend in specific listing)

7. Under Attributes tab to Add the attributes, Category/Categories and images of the product 8. Click on “Save”



8. CREATION OF NON-STOCK ITEMS Navigation: Distribution Inventory Work Area Item Classes This is same as “Stock Item” creation. However, please uncheck “Stock Item” checkbox in Item classes under general settings tab.

Once the above configuration is done, we can create the Non Stock items by navigating to “Non stock items” in Work Area.


9. ADDING INVENTORY – RECEIPTS Navigation: Distribution Inventory Work Area Receipts

1. Uncheck the “Hold” checkbox 2. Under transaction details, click on plus and add the details – Branch, Inventory ID, Warehouse, Location

and Quantity 3. Click on Release option to release the inventory of respective item.


10. ADDING IMAGES Navigation: Distribution Inventory Work Area Stock Items

1. Select Inventory ID and click on Attributes section 2. Click on “Browse” and select image 3. Click on “Upload” button 4. Click on “Save”


11. COMPOSITE STOCK ITEMS (PART OF THE PRODUCT CONFIGURATOR PACKAGE)

11.1 Creation of Grouped Product Navigation: Distribution Inventory Work Area Composite Stock Items 1. Enter Inventory ID 2. Enter Product Name under “Description” field 3. Select Grouped Product under “Composite Item Type” field 4. Under General Settings section, select “Item class” and “Base Unit” option value

5. Under the Grouped Products tab add the simple products which are to be grouped.

6. Select the Items sales Category and the add Images


7. Select Active and enter the details URL Key, Description (Short), Description (Long), Meta Title, Meta Description, Meta Keywords, Cross sells, Upsells

8. Click on Save Button


11.2 Creation of Configurable Product Navigation: Distribution Inventory Work Area Composite Stock Items 1. Enter Inventory ID 2. Enter Product Name under “Description” field 3. Select Configurable Product under “Composite Item Type” field 4. Under General Settings section, select “Item class” and “Base Unit” option value

5. Click on “Configurable Product” section 6. Under Attribute List, available configurable attribute will display. Select attributes which needed 7. Under Attribute Values, displays all the attribute value for the selected configurable attribute under

Attribute List 8. Select “Existing” under “Stock Item Mapping Type” field 9. Select child product Inventory Ids which were already created in Stock Items


10. Click on “Attributes” section 11. Select Category ID under “Sales Categories”

12. Click on “Ecommerce” Section 13. Select Visibility field value as “Catalog, Search” to appear on front end 14. Select Active and enter the details URL Key, Description (Short), Description (Long), Meta Title, Meta

Description, Meta Keywords, Cross sells, Upsells 15. Click on “Save”


11.3 Creation of Bundle Product 1. Enter Inventory ID 2. Enter Product Name under “Description” field 3. Select Bundle Product under “Composite Item Type” field 4. Under General Settings section, select “Item class” and “Base Unit” option value

5. Under the Bundle product tab provide the Defined options and map the respective products


6. Under the attributes tab select the Category and the images of the bundle product

7. Select Active and enter the details URL Key, Description (Short), Description (Long), Meta Title, Meta Description, Meta Keywords, Cross sells, Upsells

8. Click on “Save”


12. CUSTOMER

12.1 Creation of Customer Navigation: Finance Accounts Receivable Work Area Customers 1. Enter customer ID 2. Enter customer name 3. Make the status to “Active” if you want to make the customer Active 4. Enter Main Contact details 5. Enter Main Address

6. Under Billing Address, there is a provision to add the details or select “Same as Main” check box


7. Under Delivery settings add the details or you can select check “Same as Main” box. 8. Click on “Save”


13. ACUMATICA-MAGENTO CONNECTOR SETTINGS IN MAGENTO

Login to Magento Admin panel Navigation: In the side navigation, click on Acumatica as shown below


14. LICENSE

14.1 License Detail Navigation: Acumatica Configuration Acumatica License License Details

License Key: Enter the received license key, and click on apply button. Once the license is applied successfully, License details will be displayed.

14.2 Add Domain Request Navigation: Acumatica Configuration Acumatica License Add Domain Request

To Change the License Request or Export the License Request, please follow the below steps Domain Name: Data will be fetched from store configuration IP Address: Data will be fetched from server MAC ID: Data will be fetched from server Email Recipient: Data will be fetched from server

1. License Type: Choose a license type from the dropdown 2. Check the Terms & Conditions checkbox. 3. Upon Clicking on the “Send License Request”, System will send license request with the details

provided via an email notification. 4. Upon Clicking on the “Export License Request”, System exports license request fields into a “txt” file

in an encrypted format and same file can be used for requesting the license.


14.3 Delete Domain Request 1. Please follow the below steps to send “Delete Domain Request” 2. Enter the domain/s for which the license needs to be deleted 3. Click on Delete License Request


15. COMMON CONFIGURATION 15.1 Acumatica connection

Navigation: Acumatica Configuration Common Configuration Acumatica Connection Enter details in the following fields: 1. Server URL: Provide Acumatica Server URL 2. Username: Acumatica Admin Username 3. Password: Password of the user 4. Confirm Password: Password of the user 5. Company Name: Name of your company that is used in Acumatica 6. Click on Test Connection

15.2 Logs Navigation: Acumatica Configuration Common Configuration Logs

.


When “Enable Log Cleaning” is set to ‘Yes’, system will ask whether Connector Sync log data needs to be deleted or stored in the Archive folder. You have the option of setting the duration by selecting “Archive” and the number of days. For e.g. if the value is set to 30days, the log data will be deleted after 30days. There is also an option to configure the Archive data path.

If send log report is set to ‘Yes’, then the below fields will be enabled Error Email Recipient: Provide the Email Address of the recipient. If user wants to add multiple

email address then those should be comma separated Email Template: Select the default Template


16. TIME SETTING

Navigation: Acumatica Configuration Common Configuration Time Setting If there is a time difference between the 2 servers, then we have to sync the server timings. To achieve this, we can either select Automatically Sync Magento Server Time with Acumatica Server’s time or sync manually by clicking on “Verify” button.


17. SYNC CONFIGURATION Navigation: Acumatica Configuration Acumatica Sync Configuration

This is the main screen where all the sync configurations can be managed.

17.1 Warehouse Details Navigation: Sync Configuration Warehouse Details On warehouse details screen, user can select the “Default Warehouse” and fetch the updated warehouse details from Acumatica by clicking on “Update Warehouse Data”. After selecting the warehouse, click on “Save Config” button.


17.2 Attribute Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Product and Customer sync option in Attribute Sync to display and enable Product Attribute

Sync and Customer Attribute Sync on the Manual Sync page Click “Save Config” to save the changes made to configuration

Navigation: Magento Admin Panel Acumatica Manual Sync

Action: Sync now: This can be selected to perform the complete sync of a particular entity in which records after the last sync cycle till current time. Sync Status: It will redirect to Sync Logs page and by default it will show the entity for which “Sync Status” is clicked


17.3 Category Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Category Sync to display it on Manual sync page and Enable Individual Sync to have an ability to perform category sync on each details page. Click “Save Config” to save the changes made to configuration.

Navigate to Manual sync page to run the Category sync. Navigation: Magento Admin Panel Acumatica Manual Sync

Individual Sync If you want to sync the individual category, navigate to the respective category details page and perform the sync by clicking on “Sync Now”.


Sync Direction: Sync direction for each entity can be configured as follows. Refer “SYNC DIRECTIONS” section for more details on the direction type

By default, Auto Cron will be ‘NO’. If, Auto Cron is set to ‘Yes’ then, Categories will sync automatically based on the setting. Click Save Config to save the changes made.


17.4 Product Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration

Enable Product Sync to display it on Manual Sync page By default, Individual Sync and Auto Cron are disabled. This can be changed / configured as per the

need. If Indexing after sync is set to ‘yes’, indexing job will be performed after the Product sync is

completed. Click on Save Config to save changes made to configuration

Navigation: Magento Admin Panel Acumatica Manual Sync


Individual Sync To sync the individual product, navigate to the respective product details page and perform the sync by clicking on “Sync Now”.

17.5 Product Inventory and Price Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Inventory and Price Sync to display it on Manual Sync page By default Auto Cron will be set to ‘No’ and it can be configured as per the need.


Manual Sync:

Below are the options for Sync: Inventory only: Only Inventory would be synced which would be always from Acumatica to

Magento. Price only: Only Price would be synced Inventory and Price: Both Inventory and Price would be synced

17.6 Product Image Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration

Enable Image Sync to display it on Manual Sync page Here the value of Web service Name should be same as the Service ID configured in Acumatica.

Refer the below path to check the same. “System Integration Web services”


Manual Sync:

17.7 Product Configurator Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration

Enable Product Configurator Sync to display it on Manual Sync page Requires Acumatica Product Configurator module setup and configured within Acumatica.


Manual Sync:

17.8 Customer Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration

Enable Customer Sync to display it on Manual Sync page and enable Individual Sync to display it

on Customer details page. By default, Individual Sync and Auto Cron are disabled and it can be configured as per the need. Click Save Config to save changes made to configuration Default Customer Class: Values will be fetched from Acumatica and user can also click on “Update

Customer Class Data” to fetch the latest data from Acumatica.


Default Customer Terms: Values will be fetched from Acumatica and user can also click on “Update Customer Terms Data” to fetch the latest data from Acumatica.

Default Customer Statement Cycle: Values will be fetched from Acumatica and user can click on “Update Customer Statement Cycle Data” to fetch the latest data from Acumatica.

Manual Sync:


Individual Sync: To sync the individual product, navigate to the respective product details page and perform the sync by clicking on “Sync Now”.

17.9 Order Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration

Enable Order Sync to display it on Manual Sync page and enable Individual Sync to display it on

Order detail page By default Individual Sync and Auto Cron will be disabled and can be configured based on the need. Order Type: Mention the Order Type to be considered for Sync while syncing to Acumatica. Real Time Sync: If enabled, after successfully placing an order, sync will execute and create an

order in Acumatica. If Real time sync is not enabled, system will wait for the cron (if configured) to execute the sync or admin can use individual sync option to sync a specific order.

Default Sales Account: The data will be fetched from Acumatica Instance and user can also click on “Update Sales Account Data” to fetch the latest data from Acumatica.

Default Payment Method: Select the default payment method from the dropdown list. To update the payment method data click on “Update Payment Method Data”

Cash Account: Add the cash account number as configured in Acumatica Retry Failed Orders: When Retry Failed Orders is set to ‘Yes’, Order Sync considers the failed orders

for configured number of times. By default number of Retries value is set to ‘3’ if enabled. For e.g. If Order ‘123456’ is failed to sync to Acumatica, and the number of retries value is set to ‘4’

then during Order sync, system will try to sync this order for 4 times and the 5th time system will skip this order to sync if the order still fails to sync.

Order Statuses: Select the Order status that needs to be considered while syncing the orders to Acumatica.



Manual Sync:

Individual Sync: As highlighted below, click on Syncnow to perform the individual sync.

17.10 Failed Order Sync Navigation: Magento Admin Panel Acumatica Configuration Acumatica Sync Configuration Enable Failed Order Sync to display it on Manual Sync screen. By default Auto Cron will be disabled, and it can be configured as needed. Set Number of days and Connector will consider the failed orders only from the current date to last

‘x’ days duration to sync


Manual Sync:


18. TAX CATEGORY SYNC 18.1 Tax categories in Acumatica

18.2 Run Manual Tax Category Sync Run the Tax Category sync from Manual Sync page


18.3 Tax Category updated in Magento


19. CUSTOMER 19.1 Customer Attribute Sync:

Perform the customer attribute sync to get the default customer attributes:

19.2 Customer Attribute Mapping Navigation: Acumatica Attribute Mapping On Acumatica-Magento Connector mapping Page, map the Magento attributes with respective Acumatica attributes as shown below. Acumatica-Magento Connector – Customer Mapping Map the Magento Attribute with Acumatica Attributes from the Drop down list and define the direction and then click on Save


20. PRODUCT 20.1 Product Attribute Sync:

Create the product attributes in Acumatica, assign them to item class and perform the product attribute sync:

20.2 Product Attribute Mapping Navigation: Acumatica Attribute Mapping On Acumatica-Magento Connector mapping Page, map the Magento attributes with respective Acumatica attributes as shown below.


Note: If Acumatica Attributes are not displayed in the drop down then click on Update Schema. This has to be done for every change/addition in the Acumatica for the respective entity. Recommended Settings: Once the Update schema is completed, we can use the recommended settings option to automatically map the Acumatica attributes with the Magento attributes which are mandatory for Sync.

Map the Magento Attribute with Acumatica Attributes from Drop down list and define the direction and then click on Save.

20.3 Sync Directions Acumatica to Magento This is unidirectional process and during this, the system will always sync the changes from Acumatica and update in Magento.


Magento to Acumatica This is unidirectional process, and during this the system will always sync the changes from Magento and update in Acumatica. Bi-Directional (Last Update Wins) During this sync process, system will update the changes in both Magento and Acumatica. In case of any conflict, system will consider the “Last Update” whether it is from Magento or Acumatica. When the same record is updated in both the systems, Acumatica-Magento Connector will consider the Last updated record and update the same Bi-Directional (Magento Wins) During this sync process, system will update the changes in both Magento and Acumatica. In case of any conflict, system will consider the “Magento Changes” When the same record is modified in both the systems then Acumatica-Magento Connector will update the data of the Magento record irrespective of the Last update. Bi-Directional (Acumatica Wins) During sync process, system will update the changes in both Magento and Acumatica. In case of conflict system will consider the “Acumatica Changes”. When the same record is modified in both the systems then Acumatica-Magento Connector will update the data of the Acumatica record irrespective of the Last update.

20.4 Product creation in Magento


20.5 Product creation in Acumatica

20.6 Run Manual Product Sync Run the Product sync from Manual Sync page


Product synced to Magento

Product synced to Acumatica


20.7 Product update in Magento

20.8 Product update in Acumatica


20.9 Run Manual Product Sync Run the Product sync from Manual Sync page

Product Updated in Magento


Product updated in Acumatica


21. CATEGORY 21.1 Category Attribute Mapping

1. Map the Magento Attributes with Acumatica Attributes from the Drop down list and define the direction and then click on Save.

2. Update Schema: Whenever there is an addition of Attributes, we need to click on Update schema, which will fetch all the latest Acumatica attributes

21.2 Category creation in Magento

21.3 Category creation in Acumatica


21.4 Run manual Category Sync Run the Category sync from Manual Sync page

Category synced to Magento:


Category synced to Acumatica

21.5 Category update in Magento


21.6 Category update in Acumatica

21.7 Run manual Category Sync


Category updated in Magento

Category updated in Acumatica


22. PRODUCT INVENTORY SYNC 22.1 Inventory receipt creation in Acumatica

22.2 Product Inventory Sync run


23. PRODUCT PRICE SYNC 23.1 Price update in Acumatica

23.2 Product Price Sync Execution


24. PRODUCT IMAGE SYNC 24.1 Product Image uploaded in Acumatica

24.2 Run Manual Product Image Sync Run the Product Image sync from Manual Sync page


25. PRODUCT CONFIGURATOR SYNC 25.1 Run the Product Configurator sync from Manual Sync page

25.2 Composite Stock Items synced to Magento

25.2.1 Grouped Product


25.2.2 Configurable Product:

25.2.3 Bundle Product:


26. SHIPPING, PAYMENT METHOD, AND ORDER STATUS MAPPING Map the Magento Shipping Carriers with Acumatica Shipping Carriers from the Drop down list and then click on Save

Map the Magento Payment Methods with Acumatica Payment Methods from the Drop down list and then click on Save

Map the Magento Order Status with Acumatica Order Status from the Drop down list and then click on Save


27. ORDER SYNC 27.1 Order creation in Magento

27.2 Run Manual Order Sync Run the Order sync from Manual Sync page

27.3 Order synced to Acumatica


27.4 Order process in Acumatica

27.5 Shipment Sync run Run the Shipment sync from Manual Sync page

Order status updated in Magento


Order tracking info updated in Magento

Order shipment updated in Magento


28. SYNC SCHEDULER 28.1 Schedule Configuration

Navigation: Acumatica Scheduler

On Schedule Configuration, user can edit the cron setting at entity level

28.2 Sync Logs Navigation: Acumatica Sync logs On Sync log screen user can view the sync logs at entity level


29. ADMIN ACTIONS LOG Navigation: System Action Log Report On Admin Action logs, all the actions performed by any user are logged.

---THANK YOU---

Documents

Acumatica - Magento Connector - Kensium · PDF fileAcumatica-Magento Connector User Manual Page 8 of 72 3.3 Configuring Boxes Navigation: Distribution Sales Orders Configuration Boxes