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BigCommerce B2B Company Creation via Order Retrieval

When CSM retrieves a B2B order from BigCommerce, it will attempt to find a link between that order’s customer and an existing Business Central customer/contact combination in the CSM Customer table. If it is able to do so, it will automatically create a sales order for that customer/contact. If it cannot find an existing link, it will adhere to the settings in the new behavior fields on the sales channel. These fields exist for companies, contacts, and locations, and all share the same two options:

  • Auto Create: CSM will automatically create a new CSM company, contact, or location record based on the information that was retrieved as part of the CSM order.  CSM will also create a new CSM customer for the sales channel and link it to the newly created CSM company/contact.

Note: BigCommerce’s out-of-the-box APIs do not include company location information as part of a retrieved order’s data. If you are working with these APIs, CSM can automatically create CSM locations from retrieved sales order data, but it will be unable to include the external ID from BigCommerce, as this information is not retrieved via the APIs.

  • Manual: CSM will not take any action; you or another user must manually create the necessary CSM company/contact/location records.

This automated record creation does not extend beyond CSM records. CSM will not automatically create Business Central customers, contacts, or ship-to addresses. You or another user must manually instruct CSM to do this:

  • Customers: to create a Business Central customer from a CSM company, open the corresponding CSM Company Card page, then choose the Actions ribbon, select Data then choose Create or update Customer. CSM will create a new Business Central customer based on a combination of the CSM company’s data and the configuration of the sales channel’s assigned B2B customer template.
  • Contacts: to create a Business Central contact from a CSM company contact, open the corresponding CSM Company Card page, then choose the Data menu group on the CSM Company Contacts FastTab and choose the Link or Create BC Contact action. CSM will create a new Business Central contact based on the CSM company contact’s data.
  • Ship-to Addresses: to create a Business Central ship-to address from a CSM company location, open the corresponding CSM Company Card page, then choose the Data menu group on the CSM Company Locations FastTab then choose Update linked Address. CSM will create a new Business Central ship-to address based on the CSM company location’s data.

Note: because CSM will automatically copy address details from a customer or ship-to address when it is assigned to a CSM company location, it is not recommended that you link a CSM company location to a newly created customer or ship-to. This is because the newly created record will have blank address values; these blank values will be automatically copied to the CSM location once it is linked to the Business Central record. A better process would be to manually set up the address information on the customer/ship-to address, then link the CSM company location to it.