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Magento Setup - Quick Setup Wizard

The CSM for Magento 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 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.

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 Actions ribbon, select Magento Quick Setup
    • "Welcome to the Magento Quick Setup Wizard." step  
      • It is recommended you enable all other options and choose Next (you can always change these settings later).
    • "API Set Information" step
Field 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 (Shopify, Amazon, etc.). 

 Magento Version 2.x API Data

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://myMagentoSite.myMagentoDomain.com/magento2/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.

 MAGENTO_B2C

Description

This is a text description of the Sales Channel. 

 Magento Retail Store (B2C)
    • "Sales Channel Information" step
      • Specify how you want to identify your sales channel
Field Example Value

Magento Sales Channel Code

This is a unique code that identifies the Sales Channel.

 MAGE2B2C

Magento Sales Channel Description

This is a text description of the Sales Channel. 

 Magento 2.4 Luma Store Demo Site
      • "Press Next to Load the Magento Data." step   
        • Click Next to load and configure your Magento channel
      • Once the channel setup is complete, choose Finish


    Test your Connection

    • Search for CSM Sales Channels and select the related link
      • Click on the associated Sales Channel you just created
        • From the APIs ribbon, choose the Test Channel Communication

      Note: If the test was successful, you can continue your sales channel configuration.  If it failed, please search the knowledge base or contact support.

       

      ➡️ Next Step: Configure your Sales Channel