Initial Configuration: Setting Up a BigCommerce Store

Before you start configuring the integration between MYOB Advanced and BigCommerce, you should set up the BigCommerce store, prepare entities in MYOB Advanced, and obtain store connection information. In this topic, you will learn about the minimum settings of the BigCommerce store that you need to configure.

Setting Up a BigCommerce Store

You use the control panel in BigCommerce to initially set up and configure your store, as well as to perform ongoing management of products, customers, and orders. By using the control panel, you set up the BigCommerce store by performing the following general steps:

1. Signing up for a BigCommerce account
2. Completing the store profile
3. Setting up the currencies in which goods will be available for purchase and the payment methods that you will accept
4. Setting up taxes
5. Configuring the shipping zones and shipping rules

Signing Up for a BigCommerce Trial Account

Before you implement the integration with MYOB Advanced on the production BigCommerce store, we recommend that you test your desired configuration in a test environment. To do that, you need a free BigCommerce trial account, which you can sign up for on the BigCommerce Essentials Trial page. The registration requires that you provide a valid email address, the name of your store (which you can change at any time), your name and contact details, and your admin password.

For information about the detailed steps that you need to complete to create a trial account, see the BigCommerce documentation.

Completing the Store Profile

After you have created a new BigCommerce store, you need to set it up so that you can accept and process orders. The first thing you should do is complete the store's profile on the Store profile page. To access the page, you click Settings in the left pane, and on the Settings page, in the Setup section, you click Store profile. Here you can specify such settings as the store name, store address, store country, contact email address, and contact phone. It is important to specify the store country early in the setup process because this setting determines which payment gateways or shipping providers are available for use in your store.

For more information about setting up the store profile, see Store Profile Settings in the BigCommerce documentation.

Setting Up Currencies and Payment Methods

You set up the currencies that your store’s customers will see and can be charged in on the Currencies page. To access the page, you click Settings in the left pane, and on the Settings page, in the Setup section, you click Currencies.

You can configure multiple currencies to be used as display currencies and transaction currencies in your store. The default currency is determined based on the store's general settings; however, it can be changed. For each currency that you want to use as a transactional currency in your store, at least one acceptable payment method must be configured.

You should check and, if necessary, update the display settings of the default currency, and then configure at least one payment method for this currency on the Payment Methods page. To access the page, you click Settings in the left pane, and on the Settings page, in the Setup section, you click Payments.

For more information about working with currencies in BigCommerce, see Managing Currencies in the BigCommerce documentation. For details on payment methods, see Online Payment Methods and Offline Payment Methods.

Configuring Taxes

You set up tax zones, tax calculation rules, the way of displaying taxes in the storefront, and the way of specifying prices for products (that is, whether prices are entered inclusive or exclusive of tax) on the Tax page. To access the page, you click Settings in the left pane, and on the Settings page, in the Setup section, you click Tax.

For more information about configuring taxes, see Tax Overview in the BigCommerce documentation.

Configuring Shipping

BigCommerce provides a wide range of shipping options that you can flexibly configure to your needs. You specify the place where you will ship your products from, as well as the shipping zones and shipping rules on the Shipping Manager page. To access the page, you click Settings in the left pane, and on the Settings page, in the Setup section, you click Shipping.

For information about configuring shipping, see Shipping Setup in the BigCommerce documentation.

Deleting Existing Orders, Products, Product Categories, Customers, and Customer Groups

If you are planning to use an existing store for testing the BigCommerce integration with MYOB Advanced, you might want to delete customers, customer groups, products, product categories, and orders that already exist in the store. Deleting these entities from the store will reduce the amount of data that needs to be synchronized; thus, you can more easily see which data comes from which system when you configure synchronization between MYOB Advanced and the BigCommerce store.

You delete customers, products, product categories, and orders as follows:

• To delete customers, you click Customers > View in the left pane to open the Customers page. On this page, you select the unlabeled check box for all customers in the list and click the Delete button on the table toolbar; then in the confirmation dialog box that opens, you click OK.
• To delete customer groups, you click Customers > Customer Groups in the left pane to open the Customer Groups page. On this page, you select the unlabeled check box for all customer groups in the list and click the Delete button on the table toolbar; then in the confirmation dialog box that opens, you click OK.
• To delete product categories and products in them, you click Products > Product Categories in the left pane to open the Product Categories page. On this page, you select the unlabeled check box for all product categories in the list and then click the Delete button. In the Reassign Products in Categories Marked for Deletion dialog box, which opens, you select the Delete products in these categories option button and click OK.
• To delete orders, you click Orders > View in the left pane to open the Orders page. On this page, you select the unlabeled check box for all orders in the list and click the Delete button on the table toolbar; then in the confirmation dialog box that opens, you click OK.

Turning Off Notifications About Changes to Customer Accounts

If you are planning to export customer records from MYOB Advanced to the BigCommerce store, we recommend that you turn off sending email notifications about changes to customer accounts in the BigCommerce store. If such notifications are turned on and customers are configured to be exported or to be synchronized in both directions (that is, to be exported and imported), a customer will be sent an email every time the e-commerce connector synchronizes the customer data, which may look to the customer as if their store account has been hacked.

You manage sending notifications to customers on the Transactional emails page, which you open by clicking Marketing > Transactional Emails in the left pane of the control panel. To disable notifications about changes in the customer account, you click the button in the rightmost column in the row of the Account Settings Edited template, and in the menu that opens, you click Disable.