Magento 2 - Connect your instance to myFulfillment

Magento 2 - Connect your instance to myFulfillment

Overview

The integration between Connect and Magento 2 will :
  1. import products and orders from Magento to Connect
  2. Send shipping confirmation and stock updates to Magento.
When you integrate Connect with a Magento 2 website, you must keep in mind the following things : 
  1. Products are created in Magento and imported to Connectyou can not create products in Connect.
  2. Orders are placed in Magento and imported to Connectyou can not create new orders in Connect.
  3. Stocks are managed only in Connect, and the sellable quantity is pushed from connect to Magento.
    You must NOT manage products stocks in Magento anymore once Connect is setup, as Connect will override any changes made.
  4. Connect is compatible with Magento 2 from version 2.0 until the last one.
Connect uses only Magento 2 web API to exchange information, meaning that you dont have to install any additionnal module in Magento to make it work.


Magento2 MSI warning

From Magento 2.4, MSI (Multi Source Inventory) is integrated by default.

Magento MSI provides multiple source feature and reservation process which are NOT compatible with Boostmyshop.

Then, it is required to disable Magento MSI.

To disable Magento MSI, follow the instructions here : 



Step 1 - Create Magento 2 user

To communicate with Magento2, Connect needs an admin user.

To create this user, follow these steps : 
  1. Login in your magento2 admin panel
  2. Select menu System > All users
  3. Click on "Add new user" button and configure the new user with Administrator Role
  4. Save the user

Step 2 - Create the new Magento 2 integration


In Connect, select menus "Integrations > New integrations" and click on the "New integation" button at the bottom.



Fill the form according to the image above and save.


Step 3 - Test the connection



Once the integration is created, you must configure your prestashop settings in the "Configuration" tab  :



Then, hit the save button : if your settings are correct, you'll get an error message, else an error message will be displayed.

Step 4 - Configuration items


This section describes the different settings available for the Magento2 integration.


A. Shipping method mapping

From here you can map Magento2 shipping method with Connect shipping methods.

To add a new mapping, click on the "Add" button, fill the magento shipping method and select the matching method in connect : 


Note : when connect tries to import a new order, if the mapping is missing for the shipping method, you'll get an error notification in the bell icon.
You can also check errors from Integration into the 'Sync errors' tab by filtering 'order' on the 'Type' column.


B. Payment method mapping

From here you can map Magento2 payment method with Connect payment methods.

To add a new mapping, click on the "Add" button, fill the magento payment method and select the matching method in connect : 



Note : when connect tries to import a new order, if the mapping is missing for the payment method, you'll get an error notification in the bell icon.
You can also check errors from Integration into the 'Sync errors' tab by filtering 'order' on the 'Type' column.


C. Product import settings

These settings applies for product import and update from Magento to Connect.

Connect pulls standard product information like sku, name, image and weight from Magento. However, you can configure additional information to be imported like the barcode, MPN, manufacturer, self location, supplier etc...

For each information that you want to import, you must configure the Magento attribute : 




D. Stock level export settings

Here you configure what stock levels must be sent to Magento.

Every time the available stock for a product changes, Connect will schedule the update to send to Magento.

You can configure Connect to send the stocks from several warehouses to Magento. For instance, you could send the sum of the main warehouse + a shop + a supplier to Magento.

To achieve that goal, select the different warehouses and save.

If you need to change the warehouses selected for stock export, do it and save. Then, click on button "Force all stocks synchronization"


E. Order import settings

  1. Order states : for each Magento order status, you can select an action and enable the "Retry" process. It is recommended to import in Connect only paid orders that must be shipped
    1. Available actions are : 
      1. Do not import : to use for orders that must not be imported / shipped
      2. Import as valid : to use for orders that must be shipped
      3. Retry : enable this flag if the order status can change to a status that must be imported. For instance, "Pending payment" should have the retry as the order can change to "Payment accepted". However, "canceled" status must not be flagged as "Retry" as it is a final status
You should set this section like that :
  1. New : 
    - Import = "Do not import"
    - Retry = "Yes"
  1. Closed :
    - Import = "Do not import"
    - Retry = "No"
  1. Canceled :
    - Import = "Do not import"
    - Retry = "No"
  1. Payment review : 
    - Import = "Do not import
    - Retry = "Yes"
  1. On Hold : 
    - Import = "Do not import
    - Retry = "Yes"
  1. Pending Payment : 
    - Import = "Do not import
    - Retry = "Yes"
  2. Processing : 
    - Import = "Import as valid
    - Retry = "No"
  3. Complete : 
    - Import = "Do not import"
    - Retry = "No"
  1. Import orders from date : with this option, you can ask Connect to start to import orders from a specific date. There are 2 reasons to use this option : 
    1. It prevents Connect to parse ALL your Magento orders before accesing to the current one to import (performance improvement)
    2. It prevents to import all orders that are already shipped
  1. Import orders from stores : select the store to assign to orders imported from this integration. This option makes sense only if you subscribed to the multiple store Connect option


F. Stock level import settings
These settings are used to import the initial stock from Magento to Connect when you are ready to go live and want to initialize the Stocks in Connect based on the values in Magento.

In the dropdown, select the warehouse where you want to import Magento stock levels to.

Once the warehouse is configured, click on the save button.

Now, when the feed called  "Import stock level" will be runned, Connect will import products stock level from the warehouse selected here (step 5) : 





G. Shipping confirmation

When an order is shipped in Connect, the shipping confirmation is sent to Magento (with a delay).

Additionally, you can ask Connect to create the invoice in Magento : you can create a partial invoice (matching to only shipped products) or a global invoice once all products are shipped.


Step 5 - Feeds tab

Once configuration is done, you will have to run and schedule the different feeds available.






Here's the process advised to run all feeds in the correct order :

  1. Run the "Import new products" feed manually ("Run now" button) if you have not too much products, and schedule it every hour.
Wait until all products get imported into Connect.
  1. Schedule the "Update products" feed once a day.
  2. Schedule the "Import product images" feed every 4 hours.
  3. Run the "Import new orders" feed manually ("Run now" button) if you have not too much orders to import, and schedule it every 5 minutes.
Wait until all orders get imported into Connect.
  1. Don't schedule the feed "Update orders" now.
  2. Don't schedule and don't run the feed "Shipping confirmation".
  3. Run the "Import stock levels" feed manually only once  time ("Run now" button). Don't schedule it.
Wait until all products stock level get updated into Connect.
Never run manually and don't schedule the "Stock level export" feed at this moment !
It can have disastrous consequencies as the stock of your Magento will be updated with the one in Connect.
  1. Schedule the "Retry" feed every hour.


Order update feed

The optional order update feed is designed to update Orders in Connect depending of updates in Magento.

This feed can be configured every hours.

To enable this feed, go in the integration view, in tab "Feeds" and enable it: 



This feed will behave as follow : 
  1. Considering all orders in Connect that are not canceled or complete
  2. For each order, request Magento to know the current order status. Depending of the Magento status, Connect will : 
    1. Cancel the order in Connect if order is canceled in Magento
    2. Complete the order in Connect (ship it) if order is complete in magento + import tracking #
    3. Hold / Unhold order in Connect






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