BigCommerce ⛭
Connect your cart.
Last updated
Connect your cart.
Last updated
We have provided a video and written walkthrough on how to connect your BigCommerce cart.
To ensure your cart can communicate through our integration, you need to configure the following settings.
To access these settings go to: https://login.bigcommerce.com and login into the Admin area.
Then: Settings>API>API Accounts>Create API Account
Once you save the details you insert in this section they cannot be edited. To start over, delete the entry in the list.
Token type: V2/V3 API token
Store: Set a name. Set the same name in 'Cart name' on the New BigCommerce config screen:
To access the BigCommerce setup screen In Salesorder go to:
Setup>Shopping Carts>Actions>New BigCommerce Cart>Cart Name
From the BigCommerce 'Create Account' screen, copy the API Path URL and paste this into the Cart Connect URL field in the above screen.
Make sure you set the 'API Version' field to 'Version 3' in the above screen.
In the BigCommerce, 'Create Account' screen, set the OAuth Scopes to:
Save the 'Create Account' screen.
A modal (pop-up) window will appear 'BigCommerce API Credentials', together with a 'Save As' file explorer screen on your PC.
In this step, BigCommerce wants you to download the API credentials to your PC. Don't skip this step, as you cannot get access to these credentials from the BigCommerce Admin panel after you have clicked 'Done'.
It's good practice to rename the .TXT file BigCommerce wants you to download to something practical like 'MyStoreAPICredentials'.
Click 'Save' on the 'Save As' window.
From the file you downloaded you'll need to copy and paste the following credentials into the BigCommerce config screen you have open in Salesorder.
Client ID
Access Token
The contents of the downloaded file will look like this:
Now do the following:
Insert this last string of characters into the API Key field on the BigCommerce Config screen in Salesorder.
Make sure you insert the colon between the Client ID and the Access token, with no spaces.
OK, now you've completed the basic hookup settings.
Click 'Save' on the BigCommerce Configuration screen in Salesorder.
Now click 'Test Connection' on the above-saved screen.
The screen should display 'TEST PASSED: SUCCESSFULLY CONNECTED TO CART'
If you get a Salesorder error message, go back and check the details you entered are correct.
If the details are correct, and you are still getting errors. repeat the API Credentials process om BigCommerce and re-enter them into Salesorder.
If you still have problems, contact us: support@salesorder.com .
In order for us to re-create the problem make sure you provide:
The BigCommerce Admin credentials
Your Salesorder account (SOAxxxxxx) details and the Cart name.
To check the integration behaves as you need, follow these steps.
Your cart is now connected to Salesorder.
Your Items in Salesorder and your cart need to match.
You currently cannot export your Item list from Salesorder into your BigCommerce Cart. If you think you need this feature, then please get in touch with us at support@salesorder.com. See 'Shopping carts (B2C)'. for a list of supported features.
You can import Item details from your BigCommerce Cart. If you're using the BigCommerce test Items, you can immediately go to:
Setup>Shopping Carts>Your cart (name)>Items (Cart) tab
Either search for an Item you would like to import or click 'List Items'.
Select the Item(s) you want to import.
As you're still testing the integration, you should begin with just 1 to 5 Items. You need to be sure your Items in the cart are being accurately mirrored in your Salesorder system.
Click 'Export Selected Items'. When the operation is complete, go to your Item list and search for the imported Items and check their details.
The following values will be imported:
SKU item code
Description
Unit Price
The Stock Item will default to:
Unit of measure will be 'Each'
Accounting will be set to the default accounts, e.g.
Income = Sales
Cost of Goods Sold = Cost of Goods Sold
Stock Asset = Stock Asset
See Configurable accounting on transactions for default settings.
You can add extra data to the imported Items manually or import using the Items Import template:
Setup>Import Data>Items
If things don't look right, contact us at support@salesorder.com
You'll need to configure these settings before you can run a test order.
BigCommerce Documentation has a Test Orders article here.
As you're testing an order, you'll need to complete the order process with a payment card. The test payment card details can be found here in the above BigCommerce Article.
Enter any Expiry Date/CVS/Card owner.
When testing anything, such as an integration or an import you should always adopt a 'rope across the river' mentality. What we mean is to check the fundamentals are working. Focus on depth and not breadth. For example in this case, just import the simplest of orders, or in the case of an import, just a couple of rows of data.
In Salesorder on your cart settings page there is a field 'Import Cart Orders as'. You'll need to set this depending upon your workflow as:
Pending Cash Sales
Pending Sales Orders
Pending Sales Invoices
The default setting is 'Pending Cash Sales'.
Make sure you do this step before proceeding.
This setting is key. If you don't set a value in the above field on your Salesorder Cart settings, you won't be able to list or import orders.
You'll find a list of these statuses on the drop-down menu in the BigCommerce Admin Orders list. In the screenshot below, notice all of the orders are 'Awaiting fulfillment'. This is where you'll find the list of values.
For now, to get the 'rope across the river' set this Import Orders with Status field to 'Awaiting fulfillment'.
You can change this later as needed.
Make sure your Auto-sync on the Salesorder cart settings page is set to 'Stopped'
Begin by creating an order in your shopping cart. Follow the order capture process to conclusion. The process completes when you have entered the test payment details as described above, at the beginning of the 'Test Order - settings' section.
In Salesorder. go to your cart settings and open the 'Orders (Cart)' tab.
Click 'List Orders'. Your order should appear in this list.
Select the order and click 'Import Selected Orders'
Go to Sales>Sales Orders and use the action 'List Pending Orders' to see your order.
