Verify Connectivity and Retrieve Orders
Testing your connectivity and manually retrieving orders from your external platform
At this point in time, if your host name and credentials are valid, you should be able to conduct a small communication test.
- Open the Sales Channel you want to test
- From the API ribbon, then choose the Test Channel Communication
CSM will notify you if the test communication was successful or failed.
If your communication test is successful, you are now able to retrieve orders.
If your communication test failed, please refer to the knowledgebase for assistance.
Manually Retrieve an Order
When you are ready to use CSM in production, orders will likely be retrieved at regular intervals via automations. Data will be retrieved based on a last run timestamp, meaning anything entered since the last time the automation was run will be retrieved and the timestamp will be updated.
When running manual tests, you may want to adjust the last run timestamp to prevent CSM from pulling all previous orders since the default setting is 10/01/21 12:00 PM.
To update the last run timestamp:
- Open any sales channel record that you want to set a starting date for order retrieval.
- From the Related ribbon, choose Setup then choose Starting Order Date Retrieval
- On the CSM User Input page, enter your desired starting date and time.
- Generally, the last day or so
- Choose the OK
When you have finished specifying starting dates and times for your sales channel, you can retrieve orders into Business Central. From the CSM Administrator Role Center, choose the Run Order Automation Now action. The related API automation routines will be run by CSM, and any orders that fall on or after the API set’s defined starting date and time will be retrieved into Business Central as CSM orders.
Note: it may be necessary on occasion to manually adjust retrieval dates and times for troubleshooting or re-processing activities. Such changes should be performed by or under the guidance of someone who understands the ramifications of making these adjustments.
Retrieving a Single Channel Order
You can also retrieve a single channel order. This is not practical for day-to-day order processing but can be useful in testing and troubleshooting scenarios where you have a single order you need to analyze.
To retrieve a single channel order:
- Open any sales channel record that you want to set a starting date for order retrieval.
- From the Actions ribbon, choose Get Specific Channel Order
- On the Retrieve Single Channel Order page, enter the order number you want to
- Choose the OK
CSM will retrieve the specified order’s information from Magento and create a channel order for it in Business Central
Next: Updating or Deleting CSM Channel Orders
CSM Automations and Job Queues