Magento Account Integration


Overview

Magento is a popular shopping cart that offers a great level of flexibility to its users managing their online purchases. With Sellercloud, your Magento store e-commerce marketplaces like Amazon, eBay, Buy.com, Overstock, Sears, and Newegg can all be managed from a single platform. Once integrated with Magento, you can update product listings on Magento store sites and manage Magento orders directly from the Sellercloud interface.


Integrate with Magento

To integrate with Magento, you should create a webservice user and role on Magento which will be used by Sellercloud for integration.

  1. A Magento developer will deploy SOAP on the Magento installation.
  2. A Magento developer will set up CRON on installation.
  3. Deploy the Sellercloud Magento plugin on the FTP. This can be deployed by anyone with admin access to the site FTP (e.g., site admin, developer) or Sellercloud Support.
  4. Follow these directions for webservice access on Magento and configure Sellercloud with webservice access.
  5. When ready to go live with your Magento site, configure Sellercloud’s Magento general settings. To do that, go to Settings > Companies > Manage Companies > company > Toolbox > Magento > General Settings.
    For more information on each setting, refer to the header below.Magento General Settings for Integration

Install a Magento1 Plugin

  1. Upload _import folder off plugin to http://yoursite.com/ so that http://www.yoursite.com/_import is accessible.
  2. Upload _export folder off plugin to http://yoursite.com/ so that http://www.yoursite.com/_export is is accessible.
  3. Ensure that the file’s and folder’s permissions are set.
  4. Log into FTP using an Admin account.
  5. Go to the folder, and right-click a folder or a file name. Select its Permissions option and enter the correct numeric value from those listed below:
  • Ensure that the files under _import and _export folders have execution rights. 0445 is preferred; otherwise, 0777 is usable.
  • Ensure that the  _import and _export folders have execution rights set to 0775 or 0777.
  • The folder _import/log should have the write permission of 0777.

Full authentication is required in request URLs. Once the plugin is installed, run http://www.site.com/_import/ in your browser for the website URL (http://www.site.com).

Install a Magento2 Plugin

  1. Upload the extension to a remote server, so that the Sellercloud’s folder (in plugin zip) is placed under /app/code.
  2. Enable the module via any of the procedures below.
    • Go to Admin > Store > Configuration > Advanced > Advanced > Enable Sellercloud_Scm2
    • From FTP > edit /app/etc/config.php > enter 1 for Sellercloud_Scm2
  3. Run setup upgrade. To do this, log into your terminal via SSH access, and go to your Magento root directory and run the command php bin/magento setup:upgrade.
  4. Compile: Run the command sudo ./magento setup:di:compile. The compilation is necessary when any modified code in extension is uploaded.
    Note: This can take more than 10 minutes.
  5. Clean Cache via Admin > System > Cache Management. Alternatively, do this through the command line by running php bin/magento:cache:clean.

Required Permissions

Sellercloud will need full access credentials for Magento integration. To grant the required permissions to a user, follow the steps below:

  1. Go to Magento admin profile > System > All Users.
  2. Find a user with all privileges (user roles can be set from System > User Roles).
  3. Use that username and password in CWA webservice username and password.
  4. You can select the Disable Authentication for plugin box, and the validation will be ignored.

SSH Access is also necessary when running a command from the console. For example, when logging into SSH console, use the following commands:

  • cd public_html
  • bin/magento setup:upgrade
  • bin/magento  setup:di:compile

Set Magento Credentials and Custom Plugins

  1. Go to Settings > Companies > Manage Companies.
  2. Select the requested company.
  3. Click Toolbox, navigate to Magento, and select General Settings.
  4. In the upper right, click Edit.
  5. Select the Magento Enabled setting.
  6. Magento Store URL and Magento Admin URL
  7. Enter the credentials to the WebService API.
  8. Indicate the Magento version you are integrated with.
  9. Provide information on the configured plugins. To request a custom plugin, contact the Sellercloud Support Team.
  10. Save.

Magento Settings Explained

Sellercloud allows you to configure specific settings including automation of order management and product updates on Magento. Refer to the table below for details on each setting and action available for every individual company.

Options Panel

SETTING DEFINITION
Safety Qty Safety Quantity is a buffer between the amount of inventory you have in-stock, and the amount you are sending to the channel. Thus, if there are 3 units available in-stock, and the Safety Quantity is set to 1, only 2 will be sent to the channel.

However, the Safety Quantity can be changed per individual product at any time from the product’s details page.

Min Qty For Shopping Cart Set a minimum quantity to be allowed to purchase a product.
Max Qty For Shopping Cart Set a maximum quantity to be allowed to purchase a product.
Qty To Make Out Of Stock When the Salable Quantity reaches this value, the product will be displayed as out of stock on the channel.
Enable Default Replenishable Qty Select to allow adjusting the Default Replenishable Qty that will be sent to the channel in inventory updates regardless of the actual available inventory.
Default Replenishable Qty Set the Default Quantity that will always be sent to the channel. That only applies to Replenishable products.
Attribute Set Select the pre-configured product attribute set that will determine the fields available when setting product properties, as well as the values that will appear to the customer. For more information about how to configure an attribute set for products, refer to Magento Attributes Mapping.
Default Tax Class Set the Tax Class value to be applied by default to products, customers, and shipping.
Default Visibility Select the places of where the products will appear to a customer.
Default Category Select the category to be assigned to products by default while importing. To learn more about Magento categories download, refer to Magento Categories Setup.
Default WebSite Set the ID of the default website. This can have multiple websites, and each website can have multiple stores and store views.
WebSites ID List Enter the IDs of the child websites set for a single installation. Each website should have its own IP address and domain.
Store ID List Enter the IDs of the stores set for each website.
Rush Order Services Hints Add a hint to appear on orders with additional service on rush delivery.
Order Commission Enter the order commission rate to be applied by default.
Back Order Status Set a special status to a back order once created.
Order Download Limit Date Setting the Limit Date upon enabling this option will prevent older orders that were already shipped from downloading to Sellercloud.

Controls Panel

SETTING DEFINITION
Enable Matrix Relation Export Select this option to allow exporting product data from Sellercloud to Magento via matrices.
Always Send BackOrder And InStock True
Enable Products Upload Select to post Magento-enabled products on the channel.
Enable Automatic Upload Of New Products Select this option to allow posting new products on the channel.
Enable Automatic Update Of Local Products When enabled, products will download from Magento and be created in Sellercloud. Images will also download and be mapped to the product’s Image Manager.
Enable Order Download Allows importing Magento orders to Sellercloud. Once enabled, orders will download approximately every hour. Make sure that Shipping Method Mapping is also configured.
Enable Order Fulfillment Upload Sends tracking info to Magento automatically.
Enable Inventory Upload Updates inventory data for the channel on an automatic basis.
Enable Pricing Update Updates product prices for the channel on an automatic basis.
Enable Active Listing Download Select this option to export active product listings on a regular basis.
Post Kit As Product Group Select this option to post a kit parent as a group of related products on Magento.
Enable Automatic Category Sync Select this option to allow importing product categories from Magento.
Ignore Inactive Products Select to prevent the addition of products into inventory feeds if they are inactive.
Don’t Update Shipping Status On Local Orders Select this option in case you do not want to update shipping information on local orders.

Misc Panel

SETTING DEFINITION
Don’t Send Website IDs While Updating Inventory/Price Feeds Select this option to ignore website IDs when updating inventory and prices on the channel.
Consider Authorized Orders As Charged Enable to set the order’s status to Charged once the related payment is authorized.
Download Paypal Transaction Details Select this option to trigger saving a file with PayPal transaction details upon payment.
Consider Check Payments As Cleared Enable to set payments via check as cleared by default.

Actions Menu

To check a fluent work of the channel-specific settings for an individual company, or to update orders, click Actions in the upper-right of the company selected, and select the appropriate action. Find the definition of each action in the table below.

SETTING DEFINITION
Test Settings Use this option to verify provided credentials and settings.
Check Plugin Version Use this option to verify the plugins selected.
Test Order Download Use this option to try the function of downloading orders.
Download Recent Orders
Select this option to save recently created Magento orders. The task will be sent to a queued job.
Check PayPal API Credentials Select to verify PayPal API Credentials. Relevant user permissions are necessary to make this API call.
Enable All Products for Magento Select this option to set all the products from the catalog as Magento-enabled for the chosen company.
Download Attribute Set Select to import the product’s attribute set configured within Magento.
Refresh Order Status Select to force updating the current status of orders.

Overview

Magento is a popular shopping cart that offers a great level of flexibility to its users when managing their online purchases. With Sellercloud, your Magento store e-commerce marketplaces like Amazon, eBay, Buy.com, Overstock, Sears, Newegg, etc. can all be managed from a single platform. Once integrated with Magento, you can update product listings on the Magento store sites and manage Magento orders directly from the Sellercloud interface.


Integrate with Magento

To integrate with Magento, you should create a webservice user and role on Magento which will be used by Sellercloud for integration.

  1. A Magento developer deploys SOAP on the Magento installation.
  2. A Magento developer sets up CRON on installation.
  3. Deploy the Sellercloud Magento plugin on the FTP. This can be deployed by anyone with admin access to the site FTP (site admin, developer, etc.), or the Sellercloud Support Team.
  4. Follow these directions to create a webservice access on Magento and configure Sellercloud with webservice access.
  5. When ready to go live with your Magento site, configure Sellercloud’s Magento general settings. To do that, go to Company Settings > Company > Toolbox > Magento > General Settings.
    For more information on each setting, refer to the header below.Magento General Settings

Install a Magento1 Plugin

  1. Upload _import folder off plugin to http://yoursite.com/ so that http://www.yoursite.com/_import is accessible.
  2. Upload _export folder off plugin to http://yoursite.com/ so that http://www.yoursite.com/_export is is accessible.
  3. Ensure that the file’s and folder’s permissions are set.
  4. Log into FTP using an Admin account.
  5. Go to the folder, and right-click a folder or a file name. Select its Permissions option, and enter the correct numeric value from the listed below.
  • Ensure that the files under _import and _export folders have execution rights. 0445 is preferred; otherwise 0777.
  • Ensure that the  _import and _export folders have execution rights set to 0775 or 0777.
  • The folder _import/log should have the write permission of 0777.

Full authentication is required in request URLs. Once the plugin is installed, run the following in your browser: http://www.site.com/_import/ for the website URL –  http://www.site.com.

Install a Magento2 Plugin

  1. Upload extension. It should be uploaded to remote server, so that the Sellercloud’s folder (in plugin zip) is placed under /app/code.
  2. Enable the module by any of the procedures below.
    • Go to Admin > Store > Configuration > Advanced > Advanced > Enable Sellercloud_Scm2
    • From FTP > edit /app/etc/config.php > enter 1 for Sellercloud_Scm2
  3. Run setup upgrade. For that, log into your terminal via SSH access, and go to your Magento root directory, then run the command php bin/magento setup:upgrade.
  4. Compile: Run the command sudo ./magento setup:di:compile. The compilation is needed when any modified code in extension is uploaded.
    Note: This can take more than 10 minutes.
  5. Clean Cache. Either from Admin > System > Cache Management. Alternatively, through the command line by running php bin/magento:cache:clean.

Required Permissions

Sellercloud will need full access credentials for Magento integration. To grant the required permissions to a user, follow the steps below.

  1. Go to Magento admin profile > System > All Users.
  2. Find a user with all privileges; user roles can be set from System > User Roles.
  3. Use that username and password in CWA webservice username and password.
  4. You can select the Disable Authentication for plugin box, and the validation will be ignored.

SSH Access is also needed when running a command from the console. For example, when logging into SSH console, use the following commands.

  • cd public_html
  • bin/magento setup:upgrade
  • bin/magento  setup:di:compile

Set Magento Credentials and Custom Plugins

  1. Go to Company Settings > Company.
  2. Click Toolbox, navigate to Magento, and select General Settings.
  3. Select the Magento Enabled setting.
  4. Magento Store URL and Magento Admin URL
  5. Enter the credentials to the WebService API.
  6. Indicate the Magento version you are integrated with.
  7. Provide information on the configured plugins. To request a custom plugin, contact the Sellercloud Support Team.
  8. Save.

Magento Settings Explained

Sellercloud allows you to configure specific settings including automation of order management and product updates on Magento. Refer to the table below to get detailed information on each setting and action that are available for every individual company.

Options Panel

SETTING DEFINITION
Safety Qty Safety Quantity is a buffer between the amount of inventory you have in-stock, and the amount you are sending to the channel. Thus, if there are 3 units available in-stock, and the Safety Quantity is set to 1, only 2 will be sent to the channel.

However, the Safety Quantity can be changed per individual product at any time from the product’s details page.

Min Qty For Shopping Cart Set a minimum quantity to be allowed to purchase a product
Max Qty For Shopping Cart Set a maximum quantity to be allowed to purchase a product
Qty To Make Out Of Stock When the Salable Quantity reaches this value, the product will be displayed as out of stock on the channel
Enable Default Replenishable Qty Select to allow adjusting the Default Replenishable Qty that will be sent to the channel in inventory updates regardless of the actual available inventory
Default Replenishable Qty Set the Default Quantity that will always be sent to the channel. That only applies to Replenishable products.
Attribute Set Select the pre-configured product attribute set which will determine the fields available when setting product properties, and the values that will appear to the customer. For more information about how to configure an attribute set for products, refer to Magento Attributes Mapping.
Default Tax Class Set the Tax Class value to be applied by default to products, customers, and shipping
Default Visibility Select the places of where the products will appear to a customer
Default Category Select the category to be assigned to products by default while import. To learn more about Magento categories download, refer to Magento Categories Setup.
Default WebSite Set the ID of the main (default website) which can have multiple websites, and each website can have multiple stores and store views.
WebSites ID List Enter the IDs of the child websites set for a single installation. Each website should have its own IP address and domain.
Store ID List Enter the IDs of the stores set for each website.
Rush Order Services Hints Add a hint to appear on orders with additional service on rush delivery
Order Commission Enter the order commission value to be applied by default
Back Order Status Set a special status to a back order once created
Order Download Limit Date Setting the Limit Date upon enabling this option will prevent older orders that were already shipped from downloading to Sellercloud

Controls Panel

SETTING DEFINITION
Enable Matrix Relation Export Select the option to allow exporting product data from Sellercloud to Magento via matrices
Always Send BackOrder And InStock True
Enable Products Upload Select to post Magento-enabled products on the channel
Enable Automatic Upload Of New Products Select this option to allow posting new products on the channel
Enable Automatic Update Of Local Products When enabled, products will download from Magento and be created in Sellercloud. Images will also download and be mapped to the product’s Image Manager.
Enable Order Download Allows to import Magento orders to Sellercloud. Once enabled, orders will download approximately every hour. Make sure that shipping method mapping is also configured.
Enable Order Fulfillment Upload Sends tracking info to Magento automatically
Enable Inventory Upload Updates inventory data on the channel on an automatic basis
Enable Pricing Update Updates product prices on the channel on an automatic basis
Enable Active Listing Download Select the option to export active product listings on a regular basis
Post Kit As Product Group Select the option to post a Kit Parent as a group of related products on Magento
Enable Automatic Category Sync Select the option to allow importing product categories from Magento
Ignore Inactive Products Select not to add products into inventory feeds if they are inactive
Don’t Update Shipping Status On Local Orders Select the option in case you do not want to update shipping information on local orders

Misc Panel

SETTING DEFINITION
Don’t Send Website IDs While Updating Inventory/Price Feeds Select the option to ignore website IDs when updating inventory and prices on the channel
Consider Authorized Orders As Charged Enable to set the order’s status to Charged once the related payment is authorized
Download Paypal Transaction Details Select the option to trigger saving a file with PayPal transaction details upon a payment is made
Consider Check Payments As Cleared Enable to set payments via check as cleared by default

Actions Menu

To check a fluent work of the channel-specific settings adjusted for an individual company, or to update orders, click the Actions menu, and select the appropriate action, and click Go. Find the definition of each option from the Actions menu in the table below.

SETTING DEFINITION
Test Settings Use this option to verify provided credentials and settings
Check Plugin Version Use the option to verify the plugins selected
Test Order Download Use the option to try the function of downloading the orders
Download Recent Orders
Select the option to save recently created Magento orders. The task will be sent to a queued job.
Check PayPal API Credentials Select to verify PayPal API Credentials. The relevant user permissions needed to make this API call.
Enable All Products for Magento Select this option to make all the products from the catalog Magento-enabled for the selected company
Download Attribute Set Select to import the product’s attribute set configured within Magento
Refresh Order Status Select to force updating the current status of orders

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