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CSM Mapping - Codes/Settings

Overview of mapping codes/settings required to link Business Central values to your Marketplace/eCommerce platform. This will enable CSM automations to create and manage sales orders properly.

 

We will provide instructions on mapping the following operations:

  • All Platforms
    • Shipping Carriers
    • Shipping Methods
    • Multiple Currencies

    • Order Status Matrix

  • Platform Specific
    • Payment Methods
    • Cross References
    • Price Groups
    • Gift Cards
    • Order Notes
    • Weight Units

 

Shipping Carriers

CSM Shipping carriers map Business Central shipping agent codes to platform carrier records.

To retrieve shipping carriers:

  1. Open your sales channel > Related > Setup > Shipping Carriers
  2. From the Actions ribbon, choose Retrieve Shipping Carriers (WooCommerce: use Related > Setup Actions > Load Shipping Carriers, then view records under Setup > Shipping Carriers)

CSM creates records based on the platform's default carriers. If a matching BC shipping agent code is found, it is auto-linked. Otherwise, a new shipping agent code is created and assigned.

Note: The retrieve function only loads default carriers supported by the platform. Magento users with extensions that add carriers must manually create the corresponding CSM records.

*WooCommerce: WooCommerce does not maintain shipping carrier information natively. Carrier tracking requires a third-party plugin. CSM does not support WooCommerce plugins without testing — if you use such a plugin, customizations to your CSM solution may be required. Full testing is necessary.

 

Shipping Methods

CSM Shipping Methods map Business Central shipping agent codes to their platform equivalents. Each platform uses its own terminology — Amazon and Walmart call these "shipping methods," Shopify calls them "delivery methods," BigCommerce calls them "shipping quotes," and Magento calls them "delivery methods."

To retrieve and configure shipping methods:

  1. Open your sales channel > Related > Setup > Shipping Methods
  2. From the Actions ribbon, choose Retrieve Shipping Methods

CSM creates records based on the platform's defaults. If CSM identifies a BC shipping agent code matching a record's external ID, it auto-links them. Otherwise, a new shipping agent code is created and assigned.

  1. In the Shipping Agent Code field, assign a BC shipping agent code to each shipping method (required)
  2. Optionally assign a Shipping Agent Service Code
  3. To post shipping charges to a dedicated BC account, leave Shipping Order Behavior set to Default and specify the Shipping Order Charge Type and Shipping Order Charge No. If you don't want to post shipping charges, set Shipping Order Behavior to Skip

Note: The retrieve function only loads default methods supported by the platform. If your Magento environment uses extensions that add delivery methods, you must manually create the corresponding CSM shipping method records.

*BigCommerce: Shipping quotes exist within BigCommerce shipping zones. CSM also retrieves shipping zone records and assigns them to your sales channel. You can review these under Related > Setup > Shipping Zones. These records exist solely to facilitate linking and should not be modified.

 

Multiple Currencies

If your sales channel is configured to assign currencies from retrieved orders to BC sales orders, you must map platform currency codes to corresponding BC currency codes.

To define currency mappings:

  1. Open your sales channel > Related > Setup > Currencies
  2. For platforms that support it (BigCommerce, WooCommerce, Magento), use Actions > Retrieve from Channel to auto-load currencies from the connected store. For Amazon, Walmart, and Shopify, manually enter the platform currency code in the Sales Channel Currency Code field.
  3. Enter the corresponding BC currency in the Currency Code field
  4. Repeat for additional currencies

Ensure the Allow Multi-Currency field is enabled on the sales channel's Order Management FastTab.

 

Order Status Matrix

When an order is retrieved, CSM assigns an order status based on the order status matrix. This matrix maps combinations of factors to an implied CSM order status, allowing you to control how different order scenarios are processed.

The matrix is accessed from the sales channel card: Related > Setup > Order Status Matrix. Each line represents a unique combination of:

  • Channel Status — The status assigned on the external platform (varies by platform)
  • BC Order Status — The status of the corresponding BC sales order (Open, Released, or No Order if no BC order exists)
  • Balanced — Whether the order header total matches the sum of order lines
  • Existing Orders — Whether the status applies to orders that already exist in BC

The Implied Order Status field on each line determines the CSM order status assigned to orders matching that combination.

The matrix is pre-loaded during channel creation and typically works out-of-the-box. We recommend you do not modify it until you begin retrieving orders. If orders aren't processing as expected, review and adjust the matrix settings as needed.

*BigCommerce: By default, the matrix assigns a status of Error to orders with a BigCommerce status of Completed and no existing sales order in Business Central.

 

 

 

Payment Methods

Applies to Shopify, BigCommerce, WooCommerce and Magento:

CSM payment methods map Business Central payment methods to the platform's payment method records.

Amazon: CSM payment methods are not required because the Payment Method Behavior is set to Channel.

To retrieve and configure payment methods:

  1. Open your sales channel > Related > Setup > Payment Methods
  2. From the Actions ribbon, choose Retrieve Payment Methods

CSM attempts to auto-link records where a matching BC payment method code is found. Where no match is found, manually assign a Payment Method Code.

Balancing accounts: Payment methods representing credit card transactions should have a balancing account so BC can automatically post and apply payments when sales orders are invoiced. You can assign a balancing account either on the linked BC payment method or directly on the CSM payment method line using the Bal. Account Type and Account No. fields. When posting, CSM checks the CSM payment method line first; if no balancing account is defined, it uses the linked BC payment method.

Additional settings for each payment method:

  • Automatic Application — Automatically applies payments to the associated BC sales invoice or credit memo.
  • Single Capture — Permits only a single payment capture per transaction.
  • Perform Invoice Capture — Automatically sends a capture transaction (e.g., credit card settlement) to the platform after invoice transmission.
  • Perform Capture for Zero Amt — Sends a capture transaction to the platform after invoice transmission even when the invoice amount is zero.

Shopify: Shopify does not permit multiple credit card payments per transaction. When defining a CSM payment method mapped to shopify_payments, enable the Single Capture field.

BigCommerce — Gift Certificates and Store Credit: If you accept gift certificates and/or store credit, these are set up as CSM payment method types. BigCommerce uses dedicated bigcommerce_gift_certificate and bigcommerce_store_credit codes, which are automatically loaded during the Retrieve Payment Methods action. For each, assign a BC payment method code with a defined balancing account (a liability account is recommended). Enable the BigCommerce Store Credit or BigCommerce Gift Certificate fields on the relevant lines so CSM can properly adjust order totals.

Note (BigCommerce): To retrieve refunds entered on BigCommerce into Business Central, the assigned payment method(s) must have a defined balancing account.

 

Cross References

Applies to Shopify and BigCommerce:

Some platforms require full country and state/province names rather than the abbreviated codes typically used in Business Central. If these values don't match, order updates sent from Business Central to the platform will fail.

To set up cross references:

  1. Open your sales channel > Related > Setup > CSM Cross References
  2. Add a new line for each mapping:
    • API Set Code: Select the API used for your channel
    • Sales Channel Code: Select your sales channel
    • Type: Enter COUNTRY for country mappings or STATE_PROV for state/province mappings
    • Code: The platform's expected value
    • Value: The corresponding Business Central value
    • Value 2: The description of the code entered
  3. Repeat as needed

BigCommerce: CSM includes a downloadable CSMCrossReferenceStateProv.xlsx file with cross references for all US states and Canadian provinces. Open the file, copy all cells, and paste them into the CSM Cross Reference table. For countries beyond the US and Canada, you can obtain the correct abbreviations and names via BigCommerce's API reference tool:

  1. In the API reference, navigate to Geography > Countries > Get All Countries
  2. Set the Limit parameter to 250 and send the request
  3. Note the relevant country's ID from the results
  4. Navigate to Geography > States > Get All Country's States
  5. Enter the country ID and send the request
  6. Export the returned abbreviations and names to Excel, format appropriately, and paste into Business Central\

 

Price Groups

Applies to Shopify and Magento:

Shopify: CSM Price Groups are used by Listing Management and are documented in the Listing Management documentation.

Magento: CSM maps Magento Customer Groups to Business Central Price Groups, enabling proper customer group assignment when creating Magento customers from BC records. Listing Management also uses this mapping to send customer-group-based pricing to Magento.

To retrieve price groups:

  1. Open your Magento sales channel > Related > Setup > Price Groups
  2. From the Actions ribbon, choose Retrieve Price Groups

CSM retrieves customer group records from Magento and creates corresponding CSM price group records. You can also manually complete the mapping.

To send or update price groups from Business Central to Magento:

  1. Select the price group line (must have an assigned BC customer price group and tax class ID)
  2. Optionally enter a value in the External Description field for Magento's display name
  3. From the Actions ribbon, choose Send to External

If the record doesn't exist in Magento, it will be created and the Magento customer group ID will populate the External ID field. If it already exists, the Magento record is updated with the new data.

 

Gift Cards

Applies to Shopify:

You can retrieve and issue Shopify gift cards from within Business Central.

To view gift cards:

  1. Open your Shopify sales channel > Related > Gift Cards
  2. This page displays all issued gift cards with details including unique ID, starting and remaining balance, and expiration/disablement dates. Filters allow you to include or exclude zero-balance, expired, and disabled cards.

To retrieve active gift cards from Shopify:

  • From the Actions ribbon, choose Retrieve Active Gift Cards. Subsequent updates are communicated through CSM automation routines.

To issue a new gift card:

  1. From the Gift Cards page, choose Issue Gift Card
  2. Specify the initial amount, expiration date, and optional notes
  3. If gift card posting accounts are defined for the channel, the Post to GL field on the Posting FastTab is automatically enabled (can be manually disabled)
  4. Choose OK to confirm

 

Order Notes

Applies to Shopify, BigCommerce, WooCommerce and Magento:

CSM can retrieve order notes from the platform and place them on the corresponding BC sales order. Retrieved notes are stored as CSM order document lines on the CSM order.

To configure note placement on sales orders:

  1. Open your sales channel > Related > Setup > Order Notes Placement
  2. On a new line, enter the platform's identifying code for the note type in the Order Document No. field
  3. In the Placement field, choose whether to place notes as sales lines or sales order comments

Tip: If you're unsure of the correct syntax, retrieve an order with the desired note type into BC, then check the CSM Order Documents FastTab — the identifying value appears in the Order Document No. field.

Platform-specific note retrieval behavior:

  • Shopify: Admin portal notes are automatically retrieved with order data.
  • BigCommerce: Both customer-entered notes and system/admin notes are automatically retrieved.
  • WooCommerce: Customer-entered notes are automatically retrieved. System or admin portal notes must be manually retrieved.
  • Magento: By default, only admin portal comments are supported; customer checkout notes require an extension.

Note (WooCommerce, Magento): Administrative notes are assigned unique identifying numbers per order, making it difficult to enter a standard reference value. This functionality is more applicable when customizations or extensions are in place to assign standardized identifiers to retrieved notes.

 

Weight Units

Applies to Shopify, BigCommerce, WooCommerce and Magento:

Business Central's Item Units of Measure include a Weight field but do not specify the unit type (lb, oz, etc.). The Weight Unit table allows you to define the weight units each channel should use for listings.

To set up weight units:

  1. Open your sales channel > Related > Setup > Weight Units
  2. Enter the weight unit value the channel uses (e.g., lb, oz, kg)
  3. Repeat as necessary

BigCommerce: Currently hardcodes the value as lb and does not send weight information from listings to BigCommerce.

 

➡️ Next Step: Mapping Customers/Items