BigCommerce Setup - B2B

A CSM Company links a Business Central Customer to a BigCommerce B2B Company. Each Company can have:

• Multiple Company Contacts (Business Central Contacts / BigCommerce Users)

• Multiple Company Locations (Business Central Customer Address or Ship-to Addresses / BigCommerce Addresses).
  
  

We will be covering several sections in this document:

• Sales Channel
• Companies
• Orders
• Automations
• Maintenance

Sales Channel

• Search for CSM Sales Channel and select the related link

  • General FastTab

    • Enable Enable B2B Features

      • This activates the B2B FastTab and all B2B functionality throughout CSM.

  • Customers FastTab

    • New Customer Behavior:

      • Auto-Create: Business Central customer records are created automatically when B2B companies are retrieved
      • Manual: you create Business Central customers manually
  • B2B FastTab
    • Configure the following fields:

• API Data FastTab
  • Verify API Engine Execution Module is populated. This field is required for B2B features to function.
    
    
    
    

Companies

• Search for CSM Companies and select the related link; load an existing Company or create a new one
  • CSM Company Card Overview:
    • General FastTab

• • Creating a CSM Company in Business Central

    • Use this approach when you are creating B2B companies in Business Central and pushing them to BigCommerce.
      • From the Sales Channel, go to Related > B2B > Companies > New or from the CSM Companies card, click the new button
        • Ensure you have your BigCommerce Sales Channel selected for the Sales Channel Code
        • In BC Customer No., select a customer
          • A dialog offers three options for automatically creating contacts and locations:
            • All Contacts and Locations
            • Selected Contacts and Locations
            • None
        • Assign a Role to each contact on the Company Contacts FastTab (Edit > Role).
          • This is required before sending to BigCommerce.
        • Set the Main Contact Name on the General FastTab
        • On each company location, configure Is Billing, Is Shipping, Is Default Billing, and Is Default Shipping.
          • Setting a default flag automatically populates the Default Billing/Shipping Location fields on the company card.

• • • Sending to BigCommerce
      • Because BigCommerce automatically creates a Customer and user for the main contact when a new Company is created, you must follow this sequence to avoid duplication:

• • • • • Actions > Send to Channel > Company info
          • Sends the company; verify an External ID appears on the Company Status FastTab.
        • Actions > Retrieve from Channel > Contacts
          • Retrieves the External ID and External Customer ID BigCommerce assigned to the main contact; this essentially provides mapping for these items to be utilized in Business Central.
        • Actions > Send to Channel > All Info
          • Sends all remaining Contacts and Locations in one step.

  • Retrieving B2B Companies from BigCommerce

• • • Use this approach during initial setup to bring existing BigCommerce B2B companies into Business Central. This requires the Sales Channel settings for "New Customer Behavior, New Company Behavior, New Company Contact Behavior and New Company Location Behavior" set to Auto-Create.
      • Retrieve Companies

• • • • • From the sales channel, go to Related > B2B > Companies
        • Choose Actions > Retrieve from channel > Companies
          • CSM imports all BigCommerce B2B Companies as CSM Company records.

• • • • Connect Companies to a Business Central Customer

• • • • • Choose Actions > Synchronize > To BC customer
          • A new Business Central Customer is created using the B2B Customer template and linked to the Company.

• • • • Retrieve and Link Contacts

• • • • • Choose Actions > Retrieve from Channel > Contacts
          • For each contact on the Company Contacts FastTab:
            • Synchronize > Link or create BC contact
              • Creates a Business Central Contact of type Person linked to the BC Customer
            • Synchronize > Link or create CSM customer
              • Links the Contact to a CSM Customer (required for order processing).

• • • • Retrieve and Sync Locations

• • • • • Choose Actions > Retrieve from Channel > Locations
          • For the Customer-type location:
            • Synchronize > To linked address
              • Copies Address data to the Business Central Customer card
          • For each Ship-to type location:
            • Synchronize > To linked address
              • Creates a Business Central Ship-to Address using the BigCommerce Address ID as the Ship-to code

Orders

B2B and individual (B2C) orders are retrieved together by the same order automation — there is no separate retrieval process. The difference appears after import: B2B orders display a B2B FastTab on the CSM Order page; individual orders do not.

Some fields on the right side of the B2B FastTab may be blank for BigCommerce orders — this is expected, as CSM supports multiple platforms.

Company Creation via Order Retrieval

• When CSM retrieves a B2B order, it attempts to match the order's company/contact to existing CSM records. If no match is found, it follows the New Company/Contact/Location Behavior settings (Auto-Create or Manual).
• Auto-creation applies only to CSM records — not Business Central Customers, Contacts, or Ship-to Addresses.
  • To create Business Central records from auto-created CSM records:
    • Business Central Customer
      • CSM Company Card
        • Actions > Data > Create or update Customer
    • Business Central Contact
      • Company Contacts FastTab
        • Data > Link or Create BC Contact
    • Business Central Ship-To Address
      • Company Locations FastTab
        • Data > Update linked Address

Automations

• CSM includes an automation group, BigCommerce B2B Management, that handles ongoing synchronization without manual intervention. No automations are enabled by default; enable only the ones that match your data flow direction.
• Access
  • Search for API Automation and select the related link
    • Locate the BigCommerce B2B Management group.
      • The top section controls the group; the bottom section (Steps) controls individual steps.
        • The group contains seven steps:

• Each step has CSM Automation Properties for Channel Type and Sales Channel code. If you have multiple BigCommerce sales channels, create a separate step for each.
• The Require Update Only property (default: true) limits sends to records with the update flag set. Set to false only if you need to force-send all records regardless of changes.
• Running automations — three options:
  • API Automation page
    • Select the group and choose Run (runs all enabled steps), or select an individual step in the Steps section and choose Run (runs that step only).
  • CSM Administrator Role Center
    • Choose Run B2B Automation Now in the Activities section (only visible when at least one sales channel has B2B enabled).
  • Job Queue
    • Create a job queue entry with Object Type = Codeunit, Object ID = 70338473 (SENAPI Automation Job Queue) for fully automated scheduled execution.
• Errors during a run appear on the Error Messages page and do not stop the remaining records or steps from processing.

Maintenance

• Company status updates
  • Change the Status field on the CSM Company Card, then Actions > Send to Channel > Company status.
• Syncing Business Central changes to BigCommerce
  • After updating a Business Central customer, contact, or ship-to address, sync to CSM then send to BigCommerce:

• • Syncing sets the External Requires Update flag to true on the record. For company address fields (other than Name), values come from the linked CSM company location — update the location before sending.

• Syncing BigCommerce changes to Business Central

• Sending updates in bulk — All Info
  • Use Actions > Send to Channel > All Info to push all company data (company info, contacts, and locations) to BigCommerce in one step.