CSM Creating Channel Categories

In this video, you will learn how to create channel categories in Business Central.

What You’ll Learn:

You’ll see how to set up channel categories in Business Central and connect them to your CSM sales channels. This walkthrough covers both automated and manual category creation, plus how to sync your categories with external platforms like Magento.

Key Steps Covered:

• Choose Your Setup Method – Create categories manually or use the wizard to automatically generate them from your existing Business Central item categories
• Link to Sales Channels – Connect categories to your established CSM sales channel codes
• Sync External IDs – Verify and assign external IDs that match your CSM platform (demonstration uses Magento admin portal)
• Send to Channel – Push newly created categories directly to your sales channel platform
• View Attributes – Check which attribute sets correspond to each sales channel category

Why This Matters:

Properly configured channel categories ensure your products display correctly across all your sales channels. You’ll avoid manual data entry and reduce errors by automating category creation from your item categories.

Need More Details?

Check out our complete CSM product documentation in our Knowledge Base for step-by-step instructions and troubleshooting tips.

Learn more about CSM Here

Get the App on Microsoft AppSource today or request a personalized demo here!

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