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CPM Setup - CSM-CPM Connector

CSM and CPM serve different needs and are designed to operate entirely independently from one another; however, you can integrate them with each other using the CSM-CPM Connector.

 

CSM-CPM Connector Functionality

When utilizing the CSM-CPM Connector, when a customer places an order through an eCommerce platform and pays through an integrated payment platform, CSM will retrieve the order into Business Central.

  • CSM's Role

    • Standard order handling and shipping activities are handled through CSM.

      • With CSM, you can setup Payment Methods for each Sales Channel, which allows linking of eCommerce platform payment methods to a Business Central sales order.

  • CPM's Role

    • Payment components of the order are automatically handed off to CPM to allow for management of all aspects of the transaction from within the ERP environment. 

      • Our CSM-CPM Connector maps CSM Channel Payment Methods to CPM Payment Platforms. Then, when a Channel Order is retrieved into Business Central, this additional mapping is used to determine which CPM Payment Platform should be used for payment processing. 

To link your CSM and CPM extensions, you must set up or identify Stripe as a valid payment method, then perform setup functions for the CSM Sales Channel in Business Central.

 

Supported CSM integrations that connect to Stripe with CPM

  • CSM for BigCommerce
  • CSM for Magento
  • CSM for Shopify
  • CSM for WooCommerce

 

Install the Connector App

Channel Payments Manager (CPM) can be installed from Microsoft AppSource: 

  • Search for Microsoft AppSource Apps and select the related link
  • Search for CSM-CPM Connector and select the related link
  • In the App overview window, click on Install App and then select Install on the "Install extension" popup confirmation window

CSM Sales Channel Settings 

With the CSM-CPM Connector, it is necessary to set a few CSM Sales Channel fields to specific values in order for the integration between CSM and CPM to work properly.

In the following steps, we will update a Payment Behavior setting and then alter the Payment Method record to connect CSM and CPM.

  • Search for CSM Sales Channels and select the related link
    • Open the CSM Sales Channel record that you are integrating to CPM
    • Scroll down to the Order Management FastTab
      • In the Payment Behavior field, choose the Payments option

Note: By default, CSM will properly associate a payment retrieved from Stripe to an order retrieved from your eCommerce platform, but in some scenarios the out-of-the-box mapping may be incorrect.  

    • Choose the Related ribbon, then select Setup > Payment Methods
      • Select the line for the CSM Payment Method you want to map to a CPM Payment Platform; in the CPM Payment Platform Code field to the far-right, select the Payment Platform to connect to the CSM Payment Method.
          • Ensure that the Auto Application, Single Capture, Perform Invoice Capture, and Perform Capture for Zero Amt fields are unchecked. Because these steps are now performed by CPM payment platform, we want to ensure CSM does not process them.

     

    Check your Balancing Account

    In addition to the setting changes we just made, it is recommended that the Business Central payment method that you have mapped to the channel payment method in the Payment Method Code field should not have a defined balancing account.

    If a balancing account is assigned to the payment method, Business Central will automatically post a balancing entry to that account on transactions to which the payment method is assigned.

    While this is applicable for some transaction types (such as cash payments) it is not preferable for digital payments. You may want to speak with your staff accountant or Microsoft Partner for advice on how to proceed with balancing accounts.

     

    Business Rule Access After Installing the Connector

    When the CSM-CPM Connector is installed and configured, CSM will no longer capture payments for retrieved eCommerce orders; this process is now handled by CPM. Payments will be captured according to the configuration settings of the CPM Payment Platform that has been mapped to the relevant CSM payment method.

    It is beneficial to be aware of the location of these impactful business rules as the configuration will now exist in another module.

    This could include the following types of configurable settings:

    • Customer records that are created via CSM will be automatically set up in Stripe, where their entered payment method is also stored. 
    • Captured payments are automatically recorded in Business Central and Stripe. 
    • Delayed capture payments are recorded as authorizations in Stripe. They will eventually be automatically or manually captured depending upon platform setup, at which point they are recorded in Business Central. 
    • Partial invoicing of an authorized payment will re-authorize the remaining payment amount depending on platform setup. 

     

     

    Platform Specific Functionality

    There are several unique scenarios and nuances based on the eCommerce platform you're connecting to CSM with.  Look for your platform below and familiarize yourself with potential alterations that may impact your business.

    Shopify

    • When a customer checks out as a guest, the CSM-CPM Connector will not establish a payment platform link between the Business Central and customer records that are subsequently created.
      • This is because Stripe sets these up as guest customers and does not assign the dedicated customer ID that CPM would use to create a link to them.
      • Although the customer link is not established, all payment information for the specific transaction remains associated to the proper orders and records. 


    BigCommerce

    • When a customer checks out as a guest, the CSM-CPM Connector will not establish a payment platform link between the Business Central and customer records that are subsequently created.
      • This is because Stripe sets these up as guest customers and does not assign the dedicated customer ID that CPM would use to create a link to them. As a result, any processes that require the presence of a CPM customer link (such as reauthorization of a partially invoiced payment) are not available for guest customers.
      • Although the customer link is not established, all payment information for the specific transaction remains associated to the proper orders and records. 
    • Reauthorization of credit card payments can only occur against credit cards that have been saved during the checkout process. You can enable this option when you are configuring the Stripe integration in BigCommerce.
      • When this feature is enabled, customers will have the option to save a credit card at the time of purchase. 

     

    WooCommerce

    • When a customer checks out as a guest, the CSM-CPM Connector will not establish a payment platform link between the Business Central and customer records that are subsequently created.
      • This is because Stripe sets these up as guest customers and does not assign the dedicated customer ID that CPM would use to create a link to them. As a result, any processes that require the presence of a CPM customer link (such as reauthorization of a partially invoiced payment) are not available for guest customers.
      • Although the customer link is not established, all payment information for the specific transaction remains associated to the proper orders and records. 
    • It is not possible to fully ship and not invoice a WooCommerce order with the intention of invoicing it at a later date.
      • This is because the concept of a dedicated invoicing activity does not exist in WooCommerce and as soon as an order is marked as shipped and complete, WooCommerce will automatically capture an authorized payment.
      • It is, however, possible to partially ship and invoice a WooCommerce order, then ship and invoice the remainder at a later date. 
    • Reauthorization of credit card payments can only occur against credit cards that have been saved during the checkout process. You can enable this option when you are configuring the Stripe integration in WooCommerce.
      • When this feature is enabled, customers will have the option to save a credit card at the time of purchase. 

     

    Magento

    • When a customer checks out as a guest, the CSM-CPM Connector will not establish a payment platform link between the Business Central and customer records that are subsequently created.
      • This is because Stripe sets these up as guest customers and does not assign the dedicated customer ID that CPM would use to create a link to them. As a result, any processes that require the presence of a CPM customer link (such as reauthorization of a partially invoiced payment) are not available for guest customers.
      • Although the customer link is not established, all payment information for the specific transaction remains associated to the proper orders and records.