WooCommerce Quick Setup Wizard
Once you have set up a trial subscription and obtained your credentials, you are ready to set up your CSM for WooCommerce solution. To assist you in the creation of your primary sale channel, CSM for WooCommerce 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 WooCommerce Quick Setup action to launch the WooCommerce setup wizard.
- On the first page of the wizard, it is recommended you enable all presented setup options for loading CSM triggers and WooCommerce API Data, as well as creating a new sales channel in Business Central. Click Next
- 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 |
| API Set Code |
This is a unique 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. |
WOOCOMMERCE |
| 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. |
WooCommerce API Data |
| Website ID |
This will be a portion of the URL of your WooCommerce that is between the “https//” and “/wp-admin/”. It is then necessary to append “/wp-json/wc/v3” as a suffix to this hot name. For example, if we have a URL of “https://suiteengine-csm.com/wp-admin/”, the host name would be “suiteengine-csm.com”. You would then append the necessary suffix, resulting in a website ID of “suiteengine-csm.com/wp-json/wc/v3”. |
WooCommerce.mycompany.com/wp-json/wc/v3 |
| REST API Consumer Key | For API calls where the URL is store specific, it is necessary for you to generate a REST API key for the store in your WooCommerce environment. Each REST API has unique consumer key and consumer secret values, which can be assigned to the sales channel in Business Central. For information on how to set up a REST API in WooCommerce and then obtain the necessary credentials, see here. | |
| REST API Consumer Secret | See above |
- The third page of the wizard enter a unique sales channel code and sales channel description.
- The fourth page is a confirmation page. Choose the Next button to instruct CSM to load and configure WooCommerce 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.