Step 12: Testing the Connector

Now that you have completed the development of the connector, you will test the connector. For the testing, you need a WordPress site with the WooCommerce plug-in installed. The instructions below describe the testing of the WooCommerce Stores (WO201000) form.

Testing the Connector

  1. On the Enable/Disable Features (CS100000) form, enable the following features:
    • Customer Discounts (the corresponding check box can be found under Finance > Advanced Financials)
    • Business Account Locations (the corresponding check box can be found under Finance > Standard Financials)
    • Custom Connectors (the corresponding check box can be found under Third Party Integrations > Advanced Integration Engine)
  2. On the WooCommerce Stores (WO201000) form, make sure the name in the Connector box is WooCommerce.
  3. In the Store Name box, type the name that will identify your store in MYOB Acumatica, such as WooCommerceTest.
  4. On the Connection Settings tab, specify values in the following boxes:
    • Store Admin Path: The URL of the WooCommerce admin portal, such as https://dev-jfwc.pantheonsite.io/wp-admin
    • API Path (in the REST Settings section): The request URL, including the version number, such as https://dev-jfwc.pantheonsite.io/wp-json/wc/v3
    • Consumer Key (in the REST Settings section): The API key that you have created on the WooCommerce admin portal
    • Consumer Secret (in the REST Settings section): The secret for the API key that you have created on the WooCommerce admin portal
  5. On the form toolbar, click Test Connection. If the connection is successful, the Default Currency and Store Time Zone boxes in the Store Properties section are filled with the values from the store.
  6. On the Entity Settings tab, select the Active check box for the Customer entity.
  7. On the Customer Settings tab, specify values in the following boxes:
    • Customer Class: The customer class that is assigned to new customers imported to MYOB Acumatica from the WooCommerce store
    • Customer Auto-Numbering: The numbering sequence that the system uses for generating identifiers for imported customers
  8. Save your settings.
  9. On the Prepare Data (BC501000) form, prepare the customer data for import as follows:
    1. In the Entity box, select Customer.
    2. In the table, select the Selected check box for the row with the Customer entity.
    3. On the form toolbar, click Prepare.
    4. In the Ready to Process column, click the link. The Process Data (BC501500) form opens.
  10. On the Process Data form, in the table, select the unlabeled check box for the customer records that should be saved in MYOB Acumatica.
  11. On the form toolbar, click Process.
  12. On the Customers (AR303000) form, review the imported customers.