Skip to content
  • There are no suggestions because the search field is empty.

BigCommerce Setup - Quick Setup Wizard

The CSM for BigCommerce Setup Wizard streamlines the installation process, allowing you to set up your primary sales channel with minimal effort.

Once you have set up a trial subscription and obtained your credentials, you are ready to set up your CSM for BigCommerce solution. To assist you in the creation of your primary sale channel, CSM for BigCommerce includes a setup wizard that streamlines the setup process.

Caution: if your online business has multiple stores, and you want to create a separate CSM Sales Channel for each one, it is recommended that you manually set them up, one at a time. This will ensure that the credentials you established during the setup of your primary sales channel are not inadvertently overridden or deleted.

  • Search for CSM Setup and select the related link
    • From the New section, select BigCommerce Quick Setup. Start by selecting how you want to create your Sales Channel integration -- there are two options to choose from:
      • Quick Setup - you can quickly connect to that store using some default settings while we do all of the initial setup in the background.
        • "Connect to BigCommerce" step 
          • Note: If you have already installed the CSM app in BigCommerce and saved your Business Central Tenant (previous step), your Store Hash and Access Token will automatically pre-populate here.
          • B2B Edition Support - toggle this if you want to enable B2B functionality for your BigCommerce CSM Sales Channel.
        • "Confirm BigCommerce Setup Configuration" step
          • You will see a confirmation of your configuration options and can click Next again to apply this setup
        • That's it! The Quick Setup, when fully implemented, takes just seconds.
      • Custom Setup - this is ideal if you are setting up multiple/additional stores and want to configure each step individually. You will be able to custom define codes/descriptions and toggle which operations are enabled.
        • "BigCommerce Sales Channel" step
          • Create Sales Channel - Create a new Sales Channel linked to this BigCommerce API connection.
          • Sales Channel Code - A unique code to identify the Sales Channel.
          • Sales Channel Description - A description of the Sales Channel.
          • Load Automation Data - Enable to load the default BigCommerce automation records for this Sales Channel. Automations handle order retrieval, listing sync, and other scheduled operations.
          • Sync Start Date - Automations will only sync data modified after this date. Defaults to today. Set to an earlier date to pull historical data from BigCommerce.
        • "BigCommerce API Connection" step
          • Set Up API Connection - Configure the BigCommerce API Set and credentials for this Sales Channel.
          • Use Existing API Set - Select this option to utilize an existing BigCommerce API Set. You will be presented with an option to select an API Set from a list.
          • API Set Code - The Code that you would like to assign to the BigCommerce API set.
          • API Set Description - A Description of this BigCommerce API Set.
        • "Connect to BigCommerce" step
          • Note: If you have already installed the CSM app in BigCommerce and connected your Business Central Tenant (previous step), your Store Hash and Access Token will pre-populate here.
        • "B2B Edition" step
          • B2B Edition Support - enable this if your BigCommerce store has B2B Edition. An additional API connection will be created for B2B operations like company and company contact.
          • Use Existing API Set - enable to use an existing B2B API Set instead of creating a new one. Useful when adding a second BigCommerce store.
          • API Set Code - a short unique code to identify the BigCommerce B2B Edition API Set.
          • API Set Description - a description of the BigCommerce B2B Edition API Set.
        • "API Operation Execution" step
          • Load API Engine Executions - Generates the default application executions for the CSM Application for API Engine.
        • "Confirm BigCommerce Setup Configuration" step
          • You will see a confirmation of your configuration options and can click Next again to apply this setup
        • That's it! 


Note: If the Connection Status was successful, you can continue your Sales Channel configuration.  If it failed, please search the knowledge base or contact support.

 

Let's begin our configuration:

➡️ Next Step: Configure your Sales Channel