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Download Instructions Here: CSM for Magento Listing Management Setup

 

Listing Management Setup

CSM for Magento 1.x

This document presents Listing Management setup information regarding the CSM for Magento Listing Management functionality for D365 Business Central. Listing Management functionality is additional functionality to the CSM for Magento Order Management module.

CSM Setup

CSM for Magento Listing Management requires that you have already setup the CSM for Magento Order Management functionality. Please follow the setup instructions for CSM for Magento Order Management.

CSM Sales Channel

There is a Listing Management Fast tab on the Sales Channel Card.  These fields are mostly defaults that CSM uses to build a Channel Listing from Business Central Item Data using the Create Listing Wizard.

CSM Tax Groups

CSM needs to map Magento Product Tax Classes to NAV Tax Groups for each Sales channel you have defined.  This is used when setting up new products on Magento from Business Central Item information.

This Tax Group cross reference information can be located on the Navigation ribbon of the CSM Sales Channel Card.

Each Business Central Tax Group (that can be assigned to an Item that will be listed on Magento), should be added and linked to Magento.  In the following example, we are linking 3 NAV Tax Codes to their Magento counter parts, which are the Magento Ids of the Magento Tax Class.

The Magento Tax Classification Id’s can be found on Magento Admin Panel: Sales->Tax->Product Tax Classes page.  You can find the ID of a Magento Product Tax Class by looking in the URL when viewing the Product Tax Class Information.  In the following Magento screen displaying the Taxable Goods Product Tax Class, we can see that its ID is 2 by looking in the URL.

  • Note, although it is preferred to have each Business Central Tax Group, cross reference to a unique Magento Product Tax Class, it is possible for more than one Business Central Tax Group to point to the same Magento Product Tax Class.

 

CSM Price Groups

CSM needs to map Magento Customer Groups to NAV/BC Price Groups for each Sales channel you have defined.  This is used when sending customer based pricing to Magento.

This Price Group cross reference information can be located on the Navigation ribbon of the CSM Sales Channel Card.

Each Business Central Price Group, that represents a customer group on Magento, should be added and linked to Magento.  In the following example, we are linking 2 Business Central Price Groups to their Magento counter parts, which are the Magento Id of the Customer Group.

The Magento Customer Group Id’s can be found on Magento Admin Panel: Customers->Customer Groups page.  You can find the ID of a Magento Customer Group in the first column of the list.

  • Note, although it is preferred to have each Business Central Price Group, cross reference to a unique Magento Customer Group, it is possible for more than one Business Central Price Group to point to the same Magento Customer Group.

 

CSM Channel Categories

CSM allows you to define and map Business Central Item Categories to Magento Categories.  CSM has the ability to analyze your Business Central Category structure, build the CSM data necessary, and then create your category structure on Magento.  Conversely, if your Magento category structure already exists, you can manually link those Magento Categories to the CSM category data.  In this section, we will walk through an example.

  • A CSM Channel Category can relate to a Business Central Category. While not required, this relationship is beneficial since it will be used for default information when building a Channel Listing.
  • The Sales Channel Category ties to the Magento Category via the External ID field.
  • Parent Categories can also be defined. You can define the entire hierarchy of the Magento Categories in CSM.  The Magento Store Root (default) category should be the only CSM Sales Channel Category that does not have a parent.
  • CSM functions will create the Category on Magento, or update it if CSM is already linked to the Magento Category.
  • If the Magento Category already exists, you can link it to CSM by entering its ID manually on the CSM Sales Channel Category.
  • Once categories are mapped, when you list a Business Central Item on Magento, CSM can automatically place it in the primary category it should be part of on the Magento side.

Example: In this example, our objective is to create a category structure for us to list a promotional item that is used for personal care.  The example product we will eventually list is an ArcherPoint branded back-scratcher.  From our Magento Category structure, we want the top level to be Other, broken down by Promotional Items, that is further broken down by Personal Care.

We first need to link the Magento Store’s root category in CSM.  This is the only category that you are required to setup on the Magento side first.  All other Categories can be defined in Business Central CSM and sent to Magento for use.

In our example, our Magento Root category is specified for the Magento Store that is tied to our CSM Sales Channel.  In this case, we have named the root category: NAVCSM Magento Root.

On the Magento Category listing, our root category looks like this, and we can tell that it has an ID of 43.  Note that, although there are a few categories already defined (Kitchen and Dining, Clothing), the Category “Other” is not currently present.  We will add that to Magento from Business Central using CSM later in this example.

On the Business Central application, we have added the following Item Categories using the standard Business Central functionality.

Note that Item Category: PERSONALCARE has a parent Item Category of PROMOTIONAL, which has a parent Item Category of OTHERITEMS, which has a parent Item Category of ALL.  The Item Category All, will link to our Magento Root Category of NAVCSM Magento Root.

 

Let’s now look at the CSM setup for our Sales Channel that is hooked to this Magento Store.  From the CSM Sales Channel Card, click on Channel Categories from the Ribbon.

This should bring up a tree view list of Categories that have been defined so far. Note that the Root Category for this Sales Channel (Magento Store) is tied to the Business Central Item Category: ALL and contains the External ID value of 43, which corresponds to the ID of the NAVCSM Magento Root Category on the Magento Side.

We could now manually enter our OTHER, PROMOTIONAL, and PERSONALCARE categories that we would like to push to Magento, OR, we can use the Create CSM Category Wizard to assist us.

 

Start the Wizard by pressing the Create CSM Category Wizard button on the CSM Channel Categories page Actions ribbon.

The Wizard will then lead you through the process.  For the Method on the First Wizard screen, change the value to NAV Category.  This will tell CSM that you want to build CSM Channel Categories from Business Central Item Categories.  Press Next to go to the next step.

The 2nd page of the wizard gives you some choices as to how and what will be built. To have CSM build a structure, we need to tell it where to start, and that we want it to include the Children of that Category rather than just building a single.  In our example, we want it to start with the ALL NAV Item Category, and we also checked the box for it to automatically add any children of the ALL category.  You may note that we already had some of the structure of the ALL category built.  That is ok, and CSM will just bring in any new structure it finds.

Check the last two boxes for now, more explanation on those will be covered in the Attribute and Attribute Set sections.

The 3rd and last page of the wizard, just tells us that we are ready to go.  Press the finish button to have CSM bring in the new structure.

Once it is complete, you should now see new categories in our list properly tied back to the NAV Item Category.  Notice that our new Channel Categories, do not have External ID’s assigned.  This is because that have not yet been sent to Magento.

We now have the opportunity now to make some adjustments before communicating our new categories to Magento.  For one, CSM named the Category based on how we named the NAV Item Category.  We can change that if we wish, so in this example: Other Items is changed to Other; Promotional Items is changed to Promotional; Personal Care Promotional Items is changed to Personal Care.

 

We also want to give the category a Customer facing description of the Category and be able to control the presentation order that Magento will use.

Now we are ready to send the Categories to Magento.  To do this, we select each line, and then press the Send to Channel button in the Action ribbon.

After sending all three new categories to the Channel (Magento), we can see that CSM updated the External ID’s of the three lines.

On the Magento side, we can see there are three new categories.

But we noticed that we had some mis-wording in the description for the Other category.  We need to change it and then update it on the Magento side.

 

So first we update CSM with the new description, and then press the Send to Channel button.  When a CSM Channel Category already has an External ID, CSM sends an update to Magento rather than trying to create a new category on Magento.

Once the Send To Channel button finishes, we can now look at the result on the Magento side.

You can also send information to the Channel for multiple Channel Categories by checking the External Requires Update checkbox for each Category you would like to send.  This will send the information regardless of whether it is new to Magento, or it is being updated.  There is also an Automation Rule that you can set which will send all Categories “Requiring Update” as a scheduled task.

There is also an Automation Rule that you can set which will send all Categories “Requiring Update” as a scheduled task.

CSM Attribute Sets

On Magento, Attribute Sets are required for each product listing and define additional information (attributes) that are relevant to that particular product.  These attributes for that product are then available for data entry and appear to a customer.

For Example, we may want the product listing for our example ArcherPoint Back Scratcher to contain information as follows:

  • Brand – The brand of the product
  • Material – the primary material the product is constructed of.
  • Has Logo – Whether the product bears our logo.

However, another product that we want to list, an ArcherPoint Coffee Mug, should have the following attributes:

  • Brand – The brand of the product
  • Material – the primary material the product is constructed of.
  • Has Logo – Whether the product bears our logo.
  • Service Type – The Type of Service the Coffee Mug represents (Service Piece, Place Setting component)
  • Capacity – The fluid capacity of the Coffee Mug
  • Diameter – The Diameter in inches of the Coffee Mug

In Business Central we can define Item Attributes with Item Categories.  Item Attributes are assigned to a Category, and a product assigned to that category will have attributes from that category, plus inherited attributes from parent categories.

Although in CSM you can always manually create an Attribute Set, CSM can create Attribute Sets to send to Magento based on a Business Central Item Category.  There are several ways to create an Attribute Set in CSM.

If you followed the previous section regarding Categories, you may remember a check box on the Category Create Wizard.

This check box told the Wizard to automatically build a CSM Attribute Set for each Item Category processed.

We could have also created the Attribute Set from a single Channel Category.

Or we could have manually entered the Attribute Set directly on the Sales Channel Attribute Sets page.

Notice that each attribute set is tied to a NAV Item Category.  Also that most of the attribute sets we generated, do not yet have an External ID.  This means that although we defined the attribute sets in CSM, we have not communicated them yet to Magento or they may be a parent category which will never have a product directly assigned to it.

There are a number of ways to send this attribute set information to Magento depending on your preference.  The easiest way is to use a function that will just take care of the attribute set, as well as the underlying attributes that logically tie to the set.

The Attribute Set Sync and Send button will do the following for the selected Attribute Set.

  1. Send the Attribute Set to Magento if it has not already been sent. (If it has an External ID, then CSM assumes that it exists on the Magento Site itself.  Attribute Sets on Magento cannot be changed.
  2. Analyze the Attributes that are assigned to the NAV Item Category the Attribute Set is linked to (this also includes any attributes assigned to Item Category Parents of the Item Category). For each Attribute, CSM will insure that a corresponding Attribute is present for this Magento Sales Channel.
  3. Send each attribute to Magento. Attributes that are not currently on Magento will be created on Magento, Attributes that already exist on Magento will be updated. See the next section for information that can be changed for a Magento Attribute.
  4. If an attribute is of the Option data type (it has certain values that can be specified, like red, green, or yellow, or Yes or No), CSM will also set those up, and send the values to Magento.
  5. Assign the applicable attributes on Magento to the Attribute Set on Magento.

If you just want to send the Attribute Set to Magento, without all the other related data, you can press the Send to Channel button.

If you want to send all the attribute sets for your CSM sales channel to Magento (but not the related data) you can press the Send All to Channel button.

If you want to send all the attribute sets whose External Requires Update checkbox is checked, to Magento (but not the related data) you can press the Send Requires Update to Channel button.

Press the Sync Attributes for Set button to have CSM just Analyze the Attributes that are assigned to the Business Central Item Category the Attribute Set is linked to (this also includes any attributes assigned to Item Category Parents of the Item Category).  For each Attribute, CSM will insure that a corresponding Attribute is present for this Magento Sales Channel.

Note, this action will not send those attributes to Magento.  There is a function to send attributes to Magento on the CSM Attributes page.

Press the Assign Attributes to Set on Channel button to have CSM assign the linked attributes to the attribute set on Magento.  Note that only Attributes that Magento already knows about will be assigned.

CSM Attributes

On Magento, Attributes are essentially extra information that can be assigned to products.  As mentioned in the previous section regarding Attribute Sets, an Attribute Set is a collection of Attributes that are assigned to a product.  CSM needs to know about the Magento Attributes as well and how they relate to NAV Item Attributes.  It is not necessary to link a CSM Attribute to a NAV Item Attribute, but they are very powerful if they are.

As with many other CSM components, Attributes can be created many ways, and they also have an External ID field which links it to its corresponding Magento Attribute.  CSM Create attributes on Magento from CSM Attributes, or you can manually link a CSM Attribute to a Magento Attribute simply by typing in its Magento Id.

  • You can Manually Create the Attribute on the CSM Attribute list page from the Sales Channel.
  • You can use the Sync Attributes for Set button for An Attribute Set to automatically create (if they are not already present) any attributes related to the Item Category that the Attribute Set Links to.
  • You can use the Attribute Set Sync and Send button in a similar fashion, but it will not only create the attributes on the CSM side, it will also send all related information to Magento.

You can manage these attributes by selecting the Navigate -> Listing -> Channel Attributes function on the CSM Sales Channel Card.

You will then be presented with a list of defined Channel Attributes for the Sales Channel.

If you used the wizard to create your Channel Category structure, CSM would have already created any D365 BC Item Attributes that were assigned to the D365 BC Item Categories.  You should not either link them to existing Magento Attributes, or Send them to Magento as a new Magento Attribute for use on Magento Products.

To link to an Existing Magento Attribute, you will need to find the Magento data for External ID, External Code, and External Caption.

If your attribute has option values (which is the dropdown Catalog Input Type on Magento), then you must also link the possible option values.

On the CSM Attribute Options screen you must link the proper Magento ID of each option value to the D365 BC External ID field of the Option Value.

As you can see, it requires some work to link D365 BC option values to Magento Option Values.  It is much simpler to just have CSM create the proper Attribute Data (including option values) on Magento.

The easiest way to do this is to just have CSM send all the Attribute Data for an Attribute Set all at once.