ChannelAdvisor to Magento Connector V2

B.  HOW TO USE THE CHANNELADVISOR TO MAGENTO CONNECTOR

This guidance shows you how to run this module smoothly and appropriately with simple information. It provides explanations, details and images for reference.

WiseRobot ChannelAdvisor Configuration

On the Magento Admin Panel, click on STORES → Configuration → WiseRobot ChannelAdvisor page

On the WiseRobot ChannelAdvisor page, there are 9 module settings such as ChannelAdvisor API Settings, Import Orders from ChannelAdvisor, Export Orders to ChannelAdvisor, Update Shipment to ChannelAdvisor, Update Products to ChannelAdvisor, Setting for Configurable/Grouped Products, Update Products from ChannelAdvisor, Ignore Products and Error Handling respectively.

P-1. ChannelAdvisor API settings

Configuring the ChannelAdvisor API Settings is the first and foremost critical step in connecting your Magento store to ChannelAdvisor. The API settings process has two-important processes involved.

1. Step 1 - Request and authorize a Developer Key

This stage allows you to develop an integration code with the ChannelAdvisor API and to access one or more ChannelAdvisor Client Accounts.

a. To request a Developer Key

Using your browser, navigate to ChannelAdvisor API Developer Credentials. Click here.

• Enter Name, Company, Email Address, Phone Number, Password and Confirm Password.
• Read Terms and Conditions → if you agree, click on Submit Request button.
• Two notification emails from ChannelAdvisor Developer network will be sent to your registered email after finishing this step.
• The first coming email requires you to activate your ChannelAdvisor API Developer Credentials. After activating it, you will receive the second email containing your developer key.
• Using your own browser to login to your Magento
• On the Magento Admin Panel, select STORES → Configuration → see the WiseRobot ChannelAdvisor page → click on ChannelAdvisor API Settings to expand this section.

• From the ChannelAdvisor API Settings page, enter your Developer Key and Password
• Click Save Config

b. To have your Developer Key authorized

Using your browser, navigate to the ChannelAdvisor Client Login.  Click here.

• Enter your User name and Password
• On the Admin Menu, select My Account → Developer Network → Account Authorizations

• From the Account Authorizations page, click on [+] of Account List → get Profile ID

After getting profile ID, generate a request to access your ChannelAdvisor API (from Magento Admin Panel → navigate CA API → click on Request API Access → type Profile ID → click on Send Request).

• On the Magento Admin Panel, select CA API → Request API Access at the Request API Access section.

• Enter your account’s profile ID (refer on To have your Developer Key authorized ).

• Click on Send Request button after finishing.

2. Step 2 - Connecting from Magento to ChannelAdvisor using ChannelAdvisor Account ID

a.  Access the WiseRobot ChannelAdvisor Settings

• Using your own browser to login to your Magento
• On the Magento Admin Panel, select STORES → Configuration → see the WiseRobot ChannelAdvisor page → click on ChannelAdvisor API Settings to expand this section.

b.  Connecting Magento to ChannelAdvisor employing ChannelAdvisor Account ID

• From the ChannelAdvisor API Settings page, enter your Developer Key and Password
• In the Test Mode tab:
  1. Set Yes if updating some selected products with SKUs which are listed in Test SKUs table (this table only appears when you choose Yes on the Test Mode tab).
  2. Set No if updating all products.

• In the ChannelAdvisor Account ID Source tab:
  1. Set Magento Config → fill ChannelAdvisor Account ID which is taken from the Account ID column in the Account List (via Account Authorizations page of your ChannelAdvisor). ChannelAdvisor Account Description (optional) just provides you to take note for management. Then, click on Save Config tab (on the top-right corner page) when you finish. Completion of this step means that all your mappings will be implemented through this account.
  

Notes:

• Test mode and Test SKUs are designed to export or import only designated SKUs listed in Test SKUs from Magento to ChannelAdvisor (each SKU is distinguished from others by a comma).

P-2.  Export Orders to ChannelAdvisor

• To activate this function, set Active to Enable
• Only Export Orders with Status: select one of the statuses in the table. An order will be exported to ChannelAdvisor when it is with the status following your selection.
• Allow Cancel Order: an order will be exported to ChannelAdvisor involving cancel orders.
• Allow Cancel Order on CA If exist Credit Memo: an order will be exported to ChannelAdvisor involving cancel orders having credit memo.
• Default Email: if an order does not have an email, this email will be used.
• Chang Order Status after Export: the same meaning with the name change order status after export. Choose one of the statuses you want.
• Add Order To Queue: the orders will be put in a queue list.
• When finish, click on Save Config at the top-right corner.

P-3.  Import orders from ChannelAdvisor

1. To activate this function, set Active to Enable
2. Set Only Import Shipment Information to:
   • Yes order is imported or invoiced only after payment is received.
   • No all orders are imported before payment is received.
3. Set Use External Cron Job to Yes: cron job of Magento will not be used.
4. Set Allow Send Shipment Email to Yes: allow sending an email while import shipment.
5. Set Allow Import Shipment Without Tracking Number to Yes: allow import shipment including shipments without tracking numbers.
6. Set Import When Payment is cleared to Yes: import will be done after a payment is cleared.
7. Set Import When Order Has Shipping Status to:
   • Any: import will be done if orders have shipped and unshipped status.
   • Shipped: import will be done if an order has shipped status
   • Unshipped: import will be done if an order has unshipped status
8. Set Ignore Externally Fulfilled Orders to Yes: import order fulfilled by FBA will not be imported.
9. Set Import ChannelAdvisor Tax to Magento Tax to:
   • Yes taxes are displayed on the Magento imported sales order.
   • No taxes are hidden on the Magento imported sales order.

10. Set Use Marketplace Order Number to Yes: order numbers of CA will be used instead of order numbers of Magento.
11. To add prefix to order ID: Set Order ID prefix mode to:
    • No prefix: use Magento default order number schema only.
    • Prefix using Setting only: fill in the Order Id Prefix section the prefix you want to add to order ID.
    • Prefix using Market place only: link the ID prefix market place to order number.
      • On Magento Admin Panel, select CA API → Manage Sales Source for Order Import at Transaction section (refer on Manage Sales Sources Section.)
      
      • In this page, choose the Sales Source that you want to add prefix such as Amazon.com, Amazon Webstore – UK, etc.
      
      • Click on Add New button.
      
      • Set Status to “Enable” to activate this application.
      • In the Sales Source field, keep as it is or change to other sales sources.
      • Set Enable Email to “Enable” if you want to receive the notification from the system that you've finished adding prefix to your order ID at chosen marketplace.
      • Set Enable Shipment Email to “Enable” if you want to send email while shipment import.
      • Enter Order Prefix section the prefix you like such as AMUK standing for AMAZON_UK etc.
      • Fill the customer address into Assign To Customer: when import order from marketplace, the original customer of that order will be replaced by the customer which is set here.
      • Set Assign Customer Group For New Customer: you can select one group from the list of existing customer groups in this field. When orders from the marketplace are imported, a new customer will be created with the customer group that you select here.
      • When complete, click on Save button.
      • Prefix using Setting and Market place: compromise between Setting and Market place sections above.
12. Set Reduce stock when order imported to "Yes" to decrease the amount of stocks in Magento equal to the amount of stocks which are ordered by customers like order placed on Magento site.
13. Set Frequency as needed: from every 5 minutes to every 6 hours. Frequency can be defined as a time frame set to manage how often import order processing occurs.
14. Set Use Shipping Address as Billing Address when Billing Address is blank to:
    • Yes shipping Address is employed as Billing Address when lacking Billing Address.
    • No simply leaves the Billing Address blank.
15. Set Use Two-letter Abbreviated Codes for the States to "Yes" to activate this function. (e.g. NA for North American, NC for North Carolina, etc).
16. Default Shipping/Payment Method: there are some shipping/payment methods for you to set as a default. To add, delete or create new shipping/payment method for order imported to Magento from ChannelAdvisor, you can find more information Shipping Method Mapping and Payment Method Mapping Settings.
17. Skip update Order with status: when your order is currently in one of these statuses, it won’t be updated even if though there are any changes in the orders.
18. Use ChannelAdvisor Order’s Date For Imported Orders: use ChannelAdvisor order’s date instead of Magento order’s date for imported orders.
19. Update Shipment Status After Import: shipment status will be updated to ChannelAdvisor after import.
20. Active Failover for Order Import: a cron job will test to ensure all orders will be imported.
21. When complete, click on Save Config button at the top-right corner page.

P-4.  Update Shipment to ChannelAdvisor

The ChannelAdvisor connector allows you to update shipment details from Magento to ChannelAdvisor. When shipment is generated for an imported order, the tracking information and items shipped will be updated to ChannelAdvisor.

1. Set Active to Enable for update shipment information to ChannelAdvisor.
2. Set Use carrier mapping to Yes → click on Save Config and then do the following
   • On Magento Admin menu, select CA API → Shipping Carriers Map at the Transaction section (this new menu item only appears when setting Use Carrier Mapping to Yes).
   
   • On this section, click Add New button and complete the required fields:
   
   • Select Magento Shipping Carrier such as Federal Express, DHL etc.
   • Select ChannelAdvisor Shipping Method such as eBay - Standard, Newegg - One-Day Shipping etc.
   • Completion of these fields means that you have just created a new mapping carrier which links the shipping carrier. Federal Express in Magento to the shipping method eBay - Standard in ChannelAdvisor.
   • When complete, click on Save button at the top-right corner page.
3. In Update Shipment Tracking when an Order has status section: select one of the current order statuses to update shipment tracking. For example, if you choose a current order with a status such as Complete or Canceled, the shipment detail of this order will be updated to ChannelAdvisor accordingly.

P-5.  Update Products to ChannelAdvisor

This function allows you to update changes in products from Magento to ChanelAdvisor such as quantity of products, product descriptions, images etc.

1. Set Active to Enable to start updating product inventories from Magento to ChannelAdvisor.
2. Set Update function to:
   • Default: updating products can be run immediately by Magento Default code.
   • Exec Function: updating of products can be run by the php and exec function which requires the support from your server or hosting provider to enable the exec function if it’s currently disabled.
   • Cron Job: updating products can be run as a user defined designated interval.
3. Set Disable Update by Magento Cron to Yes: Magento cron is not used for update (set up a new cron for the update).
4. Set Update mode to:
   • Product Info Only: accurate, consistent and up-to-date information about product attributes are updated.
   • Quantity Only: only the quantity of products is updated
   • Product Info and Quantity: Both product information and quantity are updated to ChannelAdvisor.
5. Set Visibility Filter: choose one of the types in this field. Products have visibility will be exported.
6. In the Attribute of Ignored Value/Ignored Value sections, you type a value into ignored value section after choosing one of the attributes of an ignored value. If a product has the similar attribute to your doing in the sections, it will not be updated to ChannelAdvisor.
7. Set Quantity Update Type to:
   • Absolute: Available inventory = the quantity value uploaded.
   • Relative: Available inventory = current inventory + uploaded inventory quantity.
   • Available: Available inventory = the quantity value uploaded – Open (open auctions for this SKU).
   • InStock: Available inventory = uploaded Inventory Quantity - Open - Pending Checkout - Pending Payment Cleared.
   • UnShipped: Available inventory = uploaded Inventory Quantity - Open - Pending Checkout - Pending Payment Cleared - Pending Shipment (paid or unpaid).
8. Set Allow Create New Product to Yes to generate new products to ChannelAdvisor in case data of these products are not available in ChannelAdvisor.
9. In the Update image field, you can decide an image that you would like to update via Image Url. By contrast, select “Disable” if you do not want to update any changes.

• Main Image Attribute to set the size of the images.
• Set Send Exclude Image to Yes to ignore the images.
• Set Allow Use Image of Parent Product to Yes to utilize image of parent product for child product.
• Set Allow Use Image of Parent Product If Product no Image to Yes to utilize image of parent product for child product if the product does not have an image.
1. Set Use Parent Description for Missing Child Description to Yes to employ the description of parent product for its missing child product.

1. Set Categories format to:
   • Plain Text: Categories are formatted in Plain text.
   • Array as Json: Categories are formatted in Array as Json.
2. Set Price for Configurable’s Associated Products to:
   • Normal Price: a product itself is priced by its normally setting price.
   • Calculate from Super Product Configuration: a product is priced following its parent product price.
3. Set Allow Upload Catelog Price Rule to Yes: export a promotion price of a product when it has the promotion.
4. In the Delete Product on Magento Will Also Delete on Channeladvisor section, select:
   • Yes allowing you to delete products on Magento and ChannelAdvisor simultaneously.
   • No deleting products on Magento have not affected on the amount of products on ChannelAdvisor.
5. Set Delete Disable Product to Yes to eliminate disabled products.
6. Attributes to Limit / Character Limit: limit the information of a product. Example for description
   • Attributes to Limit: you type description
   • Character Limit: you type 100. This means that the description of a product is limited to 100 words.
7. In the Stock for Dropship Item field, enter the default stock quantity for dropship items for your current product status. Ex: 1000000 (default)
8. Set No Manage Stock send DropShip Stock to Yes: if the manage stock of a product at catalog in inventory section is set No, it will send Quantity of dropship (1000000).

9. Set Out of Stock Product Send Stock Level 0 to Yes means the stock level equals 0 when your products are out of stock in order to disable on ChannelAdvisor.
10. Set Disable Product Send Stock Level 0 to Yes to avoid any inconveniences for clients if your products run out of stock.
11. In the Distribution Center Code field, enter the distribution code.
12. In the Default Condition section, choose default condition status such as New, Used, Reconditioned and Refurbished for your all products in your web-store.
13. Save and Compare Data Before Update Product
14. Save to CSV Data File When Update Product
15. When you finish, click on Save Config button at the top-right corner.

P-6.  Setting for Configurable/Grouped Products

Configurable and Grouped Products can be loaded from Magento to ChannelAdvisor by following these steps:

• Getting the relationship name from corresponding variations on ChannelAdvisor.
• Change settings to allow update configurable/grouped products into variations on ChannelAdvisor.

1. Step 1 - Getting the relationship name from corresponding variations on ChannelAdvisor

Using your browser, navigate to the ChannelAdvisor Client Logging Panel. The URL is  Click here.

• Enter your User name and Password
• On the admin menu, select Inventory → Products → Product Variations

2. Step 2 - Change settings to allow update configurable/Grouped products into variations on ChannelAdvisor

Go back to the Settings for Configurable/Grouped Products page from Magento

• Set Allow Update Configurable/Grouped Products to Yes.
• Then, the Send Configurable/Grouped Products As will appear. Set this field to “Send configurable/grouped as parent item with relationship”.
• Set Use Default Relationship Name to Yes. In this section, entering the Default Relationship Name you have taken from step 1 in the list name of Product Variations such as Color.
• When complete, click on Save Config button.

P-7.  Update Products from ChannelAdvisor

In accordance with the features of the ChannelAdvisor to Magento Connector, our module can help you to transfer products and order information reciprocally. If changes in products on ChannelAdvisor are found, our module will update these changes from ChannelAdvisor to Magento. Hence, the product information in both ChannelAdvisor and Magento will be updated if this function is also enabled as well as updating Magento to Channel advisor, as well as this if desired one way communication from ChannelAdvisor to Magento can be enabled here.

• Set Active to Enable to activate updating products from ChannelAdvisor.
• Set Update Option as needed to Update Product Info and Quantity,Update Quantity Only and Update Product Info Only
• Set Make Stock Import After Product to Yes after import product, it will make import quantity
• In the Only Update Item with Label field, enter an item label. This means that only items with the given labels will be updated to Magento.
• In the Category Import Mode section, there are two methods to import your categories. Please find more information Category Import Methods Settings.
• Set Ignore Null Values to Yes if an attribute has no value then skip its update.
• Set Allow Import images to Yes to import item’s images from ChannelAdvisor to Magento.
• Set Import images Parent/Simple Only to Yes only import images for parent/simple products
• Set Import images For New Products Only to Yes only import images when creating new products
• Set Import Only One Set Image For Child Product to Yes. If child products (ex. Product A and product B) have the same attribute, the system will import images of one (product A or product B only)
• Set Disable Product If Stock Level Is 0 to Yes. If the quantity of a product is 0, its product status will be disabled.
• Set Set in Stock If Stock Level Greater Than 0 to Yes. If the quantity of a product is greater than 0, its product status will be appeared in stock.

• Set Set Out Stock If Stock Level is 0 to Yes. If the quantity of products in the ChannelAdvisor are 0, the system will import set out stock for the products.
• Set Buffer Quantity Attribute for buffer quantity using the value of specified attribute.
• Set Allow Create New Product to Yes to generate new products on Magento, in case; data of these products are not available on Magento.
• In the Default Tax Class section, you can choose one of the default classes that are set up in the Magento
• Set Product Type for Parent Product to Configurable product if you want to import parent product. By contrast, set it to Grouped product.
• Set Allow Change Type of Existing Products to “Yes” when import products, you can change the types of existing products.
• In the Default Attribute Set field, choose an attribute that you want to make it as a default when updating new product.
• Set Default Status to Enable and then new product status will show up on the front-end page.
• In the Default Visibility for Simple/Parent or Child Products section, do:
  • Catalog: your new products will be displayed on a catalog list.
  • Search: your new products will be showed on search mode
  • Catalog, Search: your new products will be exposed on both a catalog list and search mode.
  • Not Visible Individually: your new products will be hidden on the catalog list and search mode.
• Set Show Image of Child Products to Yes to allow images of child products to show on parent product view.
• Set Use Parent Description For Missing Child Description to Yes: using description of parent products when child products do not have description.

• Set Allow Create Category under Brands to Yes can create new categories (child) under Brands (parent).
• Set Allow Create Category based on Category Name mapping to Yes allow creating new categories base on mapping of categories.
• In Page Size section, select the amount of products that you want to test at a time.
• In Frequency section, select a designated time frame as needed.
• Set Allow Update Back to ChannelAdvisor after Import
• When you finish, click on Save Config button at the top-right corner.

P-8.  Ignore Products

Activating this function will allow you to ignore updating some products from Magento to ChannelAdvisor and vice versa.

• Set Allow Ignore Products to Yes to enable this function.
• In the SKUs for Ignore section, enter the SKUS in this field. These listed SKUs will be skipped throughout updating-product process. Please, input a comma to separate each single SKU.
• In the Ignore If SKU Has Character field, any SKUs containing listed characters will be ignored throughout updating-product process.
• In the Ignore Export for Category IDs field, any products containing listed category ids will be ignored and not updated to ChannelAdvisor.
• When you finish, click on Save Config button at the top-right corner.

P-9.  Error Handling

• Retry Intervals: the system will solve problems in order to send a notification to you about the issues. Choosing the time you want it to do this function when the issue happens
• Number of Max Retry: the system will try to solve problems with the times that are typed in this section.
• Allow Error Reporting: the system will report the error to you if you choose “Yes”.
• Send Error to Email Addresses.
• When you finish, click on Save Config button at the top-right corner page.