Magento Quick Setup Wizard
Once you have set up a trial subscription and obtained your credentials, you are ready to set up your CSM for Magento solution. To assist you in the creation of your primary sale channel, CSM for Magento includes a setup wizard that streamlines the setup process.
Note: if your online retail business is comprised of multiple marketplaces, and you want to create a separate CSM sales channel for each one, it is recommended that you manually set them up. This will ensure that the credentials you established during the setup of your primary sales channel are not inadvertently overridden or deleted.
- From the CSM Role Center or by using the looking glass, find the CSM Setup page
- From the Actions ribbon, choose the Magento Quick Setup action to launch the Magento setup wizard.
- On the first page of the wizard, it is recommended you enable all presented setup options for loading CSM triggers and Magento API Data, as well as creating a new sales channel in Business Central. If the Magento field is not already populated, it should say Magento 2.
- Magento When you are done making these selections, choose the Next button.
- On the second page of the wizard, you can specify information about the API set you are using to facilitate communications between Business Central and your external channel platform. For more information on how to retrieve this information, choose the How to obtain credentials button.
The specific configuration field options will be determined by the web service type that you selected on the previous wizard page:
| Field | Description | Example Value |
| Magento API Set Code |
This is a code that identifies the API set. It can be any value you wish, but we recommend naming it something meaningful that describes the external source the API set communicates with. |
MAGENTO2 |
| Magento API Set Description | This is a text description of the API set. It can be any value you wish, but we recommend using a meaningful description. Note, that you may deal with other channels in the future (Magento, Amazon, etc.). | Magento Store |
| Magento Host URL |
This is the host URL endpoint for soap services on your Magento server. Normally it is your Magento store URL with an additional path of /rest/ |
http://mymagneto.mycompany.com/rest/ |
| Magento API Key | This is the Magento Soap/xml-RPC users API Key which CSM authenticates API Calls with. | Use the Access Token from API Setup in Magento Admin Console |
| Code | This is a unique code that identifies the Sales Channel. It can be any value you wish, but we recommend naming it something meaningful that describes the Sales Channel | MAGENTO_B2C |
| Description | This is a text description of the Sales Channel. | Magento Retail Store (B2C) |
- The fourth page of the wizard is a confirmation page. Choose the Next button to instruct CSM to load and configure Magento channel. You can choose the Back button if you need to make changes to any entered settings.
- Choose the Finish button when the process is completed to close the wizard.