Initial Configuration: To Establish and Configure the Store Connection

In this activity, you will learn how to connect your MYOB Advanced instance to the BigCommerce store and perform the initial configuration of the connection.

Attention: The following activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the manager of the SweetLife company wants to sell jam in its online store deployed on the BigCommerce platform. SweetLife is already using MYOB Advanced and now needs to integrate it with a new BigCommerce store. As SweetLife's implementation consultant, you need to configure the connection to the BigCommerce store and perform the minimum configuration required for synchronization of data between MYOB Advanced and the BigCommerce store.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

  • On the Enable/Disable Features (CS100000) form, the Retail Commerce and BigCommerce Connector features have been enabled.
  • On the Customer Classes (AR201000) form, the ECCUSTOMER customer class has been defined.
  • On the Numbering Sequences (CS201010) form, the ECCUSTOMER numbering sequence has been defined,
  • On the Customers (AR303000) form, the ECOMGUEST customer record has been created.
  • On the Non-Stock Items (IN202000) form, the REFUNDAMT non-stock item has been defined.
  • On the Order Types (SO201000) form, the EO - eCommerce Order has been defined based on the SO order template.
  • On the Ship via Codes (CS207500) form, the SWEETSHIP ship via code has been created.
  • On the Cash Accounts (CA202000) form, the 10250ST cash account has been configured for the RETAIL branch and the USD currency.
  • On the Payment Methods (CA204000) form, the ONLINE payment method has been set up to be used with the 10250ST cash account.

Process Overview

On the BigCommerce Stores (BC201000) form, you will create a new connection to the online store by using the information you captured in Initial Configuration: To Capture Store Connection Information. After the connection is successfully established, you will perform the minimum configuration of the store settings.

System Preparation

Before you start this activity, do the following:

  1. Make sure that you have completed the following activities:
  2. Sign in to the MYOB Advanced instance with the U100 dataset preloaded by using the following credentials:
    • Username: gibbs
    • Password: 123
  3. Sign in to the control panel of the BigCommerce store as the store administrator.

Step 1: Establishing a Connection Between MYOB Advanced and the BigCommerce Store

To establish a connection with the BigCommerce store in your instance of MYOB Advanced, do the following:

  1. On the BigCommerce Stores (BC201000) form, add a new record.

    Notice that the Active check box is selected for the new store.

  2. In the Store Name box of the Summary area, type SweetStore - BC.
  3. On the Connection Settings tab, use the information that you have captured while completing Initial Configuration: To Capture Store Connection Information to specify the settings as follows:
    • In the Store Admin Path box, enter the URL of your BigCommerce store.

      Notice that the system automatically appends /manage to the store URL.

    • In the REST Settings section, specify API Path, Client ID, and Access Token.
      Note: The system automatically removes the API version at the end of the API path. Also, for the client ID or access token, once you enter a value and then click elsewhere, the system masks the value you have entered.
  4. On the form toolbar, click Save.

Notice that the connection is established automatically, and the Default Currency, Supported Currencies, and Store Time Zone boxes have been populated automatically based on the values specified in the BigCommerce store.

Tip: You can check if the specified connection settings are correct any time by clicking Test Connection on the form toolbar.

Step 2: Activating the Needed Entities

To specify the entity settings, while you are still viewing the BigCommerce Stores (BC201000) form, do the following:

  1. Go to the Entity Settings tab.

    The table displays all entities that are supported by the BigCommerce connector and their default settings (such as, the synchronization direction and primary system).

  2. In the table, select the Active check box for the following entities:
    • Customer
    • Sales Category
    • Stock Item
    • Sales Order
    • Shipment
    • Payment

    Leave the default settings of the activated entities as they are.

Step 3: Specifying the Customer Settings

To specify the settings that will be used by default for importing customers from the BigCommerce store to MYOB Advanced, while you are still viewing the BigCommerce Stores (BC201000) form, do the following:

  1. Go to the Customer Settings tab.
  2. In the Customer section, select the following values:
    • Customer Class: ECCUSTOMER

      This is the default customer class based on which customer records will be created in MYOB Advanced for customers imported from the online store.

    • Customer Auto-Numbering: ECCUSTOMER

      This numbering sequence has been configured in MYOB Advanced to automatically generate identifiers for customer records imported from the BigCommerce store.

    • Generic Guest Customer: ECOMGUEST

      This customer account, which has been created in MYOB Advanced, will appear on orders imported from the BigCommerce stores and placed by non-registered users. This account will be used only if placing guest orders is allowed in the BigCommerce store.

Step 4: Specifying the Order Settings

To specify the order-related settings, while you are still viewing the BigCommerce Stores (BC201000) form, do the following:

  1. Go to the Order Settings tab.
  2. In the Branch box (in the General section), select RETAIL.

    This branch will be inserted in sales orders imported from the SweetStore - BC store.

  3. In the Order section, select the following values:
    • Order Type for Import: EO - eCommerce Order

      This order type has been configured specifically for sales orders imported from BigCommerce stores.

    • Refund Amount Item: REFUNDAMT

      This non-stock item will be used as a dummy product to reflect refunded amounts in sales orders and return orders for returns initiated in the BigCommerce store.

      Although the Refund Amount Item box is required and you need to specify its value during the initial setup, it will only be used during the configuration and processing of refunds, which is described in Importing Card Refunds: General Information.

  4. In the Taxes section, leave the Tax Synchronization check box cleared.

    For simplicity, you do not need to configure the synchronization of taxes at this point.

  5. On the form toolbar, click Save to save your changes.

Step 5: Specifying the Payment Settings

To import payments based on a particular payment method configured in the BigCommerce store to MYOB Advanced, you need to map the payment method to a corresponding payment method configured in MYOB Advanced.

To configure the payment method mapping, while you are still viewing the BigCommerce Stores (BC201000) form, do the following:

  1. Go to the Payment Settings tab.
  2. In the table of this tab, in the row of the CUSTOM (CUSTOM) payment method, specify the following settings:
    • Active: Selected
    • Store Currency: USD (inserted automatically)
    • ERP Payment Method: ONLINE
    • Cash Account: 10250ST

    The CUSTOM (CUSTOM) value in the table corresponds to the Manual Payment payment method in the BigCommerce store. With these settings, the payments made with the Manual Payment payment method will be imported to MYOB Advanced. In the imported payments and related sales orders, the mapped payment method, ONLINE, will be displayed.

  3. On the form toolbar, click Save to save your changes.

Step 6: Specifying the Shipping Settings

Now you need to map the shipping options that you set up in the BigCommerce store with the Ship Via codes defined in MYOB Advanced. Do the following:

  1. Go to the Shipping Settings tab.
  2. In the table, add a new row and specify the following settings in the added row:
    • Active: Selected
    • Store Shipping Zone: New York State
    • Store Shipping Method: Free Shipping
    • Ship Via: SWEETSHIP
    • On the form toolbar, click Save to save your changes.

Now that the initial configuration is complete, you can move on to synchronize your data for the first time. For information on data synchronization, see Data Synchronization: General Information and Data Synchronization: To Perform the First Synchronization.