Synchronizing Customers: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for the synchronization of customers and customer locations between MYOB Advanced and the BigCommerce store, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

We recommend that before you initially synchronize customers and customer locations between MYOB Advanced and the BigCommerce store, you make sure the needed features have been enabled and settings have been specified, as summarized in the following checklist.

Form Criteria to Check
Enable/Disable Features (CS100000) The following features have been enabled:
  • Retail Commerce
  • BigCommerce Connector
  • Business Account Locations (for synchronization of customer addresses)
Customer Classes (AR201000)

The customer class for e-commerce customers has been created. This customer class is used for creating customer records in MYOB Advanced for customers imported from the BigCommerce store.

See Accounts Receivable: Customer Classes.
Customers (AR303000)

The customer account for importing to MYOB Advanced orders placed in the online store by guest users has been created.

See Customers: General Information.
Numbering Sequences (CS201010)
  • A numbering sequence has been defined for the auto-numbered segment that will be used for generating customer IDs on import.
  • A numbering sequence has been defined for the auto-numbered segment that will be used for generating customer location IDs on import.

See Use of Numbering Sequences.
BigCommerce Stores (BC201000) form
  • The connection to the BigCommerce store has been established as described in Initial Configuration of a BigCommerce Store.
  • On the Entity Settings tab, the following entities have been activated:
    • Customer
    • Customer Location (if customer locations should be synchronized together with customers)
  • On the Customer Settings tab, the following boxes have been filled in:
    • Customer Class
    • Customer Numbering Template (if the CUSTOMER segmented key has more than one segment)
    • Customer Auto-Numbering
    • Location Numbering Template (if the LOCATION segmented key has more than one segment)
    • Location Auto-Numbering
    • Generic Guest Customer
Entities (BC202000)
  • The filtering conditions for the export and import of the Customer entity have been defined, if necessary.
  • The additional mappings for the export and import of the Customer entity have been defined, if necessary.

Validation of Configuration

To make sure that all configuration has been performed correctly, we recommend that in your system, you perform instructions similar to those described in Synchronizing Customers: To Perform Bidirectional Synchronization and Synchronizing Customers: To Synchronize Customers with Multiple Locations.