How and What
What data is synced between Magento and Acumatica?
Attributes (Customer and Product), Categories, Products, Customers, Orders, and Shipments.
Between Magento and Acumatica, which one is the system of record?
The connector solution allows the data to be synced bi-directionally and can be set up to have either of the system as the master. However, in an ideal situation, Acumatica is the system of truth for Product Catalog related information, with the customers and orders created in Magento flowing into Acumatica.
Where are the Logs saved?
Magento Connector Logs are saved on the Magento database following the Magento default framework and Acumatica Connector logs are saved on the Acumatica database following the Acumatica framework.
Is the sync bi-directional?
Yes, for now Customers and Orders.
Are the Syncs happening in real-time?
Yes. The syncs can be configured to transmit all data in real time.
What data is synced back to Magento from Acumatica upon fulfillment of an order?
When an order is fulfilled, and a shipment record is created in Acumatica, connector syncs the shipment data in Magento and also updates it with Shipment Number, Ship Via, Shipped Date, Quantity, Line Items and Tracking number.
Is an order required for a customer to be synced?
No. Magento allows a customer record to be created even without an order (New Account setup). These records are synced to Acumatica via the Customer Sync process, which is not dependent on orders.
How often can I run the syncs?
Starting from the Connector version 3, all the data syncs are real-time.
Can order numbers the same between Acumatica and Magento?
Magento order number can be passed to Acumatica, and the same order number can be maintained by setting the order sequence number in Acumatica to Manual. The challenge is to ensure that the users in Acumatica are not creating orders with number that conflict Magento orders. This can be achieved by setting up a specific order type for orders coming from the web (WO), and controlling permissions on these orders.
What is the unique identifier for customers between the two systems?
Email ID is the unique identifier for customers in both the systems. The connector checks for the customer’s existence based on the Email ID. For example, when a new customer is created in Magento and system tries to sync to Acumatica, if the customer Email ID is not found, then a customer is created in Acumatica and vice versa.
What happens on the Magento front-end if the two systems cannot reach each other?
Magento will continue to sell with its current data including inventory level and the rest. Post the connection is again restored; the delta changes are synced between Magento and Acumatica.
If Acumatica system goes down and there are stock changes while orders are created on the Magento system, how will Acumatica handle overselling assuming Magento will begin pushing orders through once the connection is back?
If Acumatica system goes down, in Magento automatically inventory reservation will be activated on the products for which orders are created and it prevents overselling in Magento.
Does Magento pull stock from an allocation to the website? Is this set up as a ‘warehouse’ in Acumatica or is it combined stock level?
Connector can pull from a specific warehouse in Acumatica or from a combined stock level.
How do taxes work between Acumatica, and Magento?
Tax Categories can be mapped at Product Attributes in Magento. The product’s Tax Category will dictate the taxable amount based on Acumatica tax rules.
How are Magento transactions in different currencies handled?
The base currency that is set at the Magento website level is the currency which is pushed into Acumatica. Currency conversion will be handled based on the configuration settings in Acumatica.
Will data get synced automatically after the Acumatica-Magento Connector is installed and configured?
No, Data synchronization starts only after initializing and activating the connector in Acumatica.
What Magento product types are supported by Acumatica-Magento Connector?
The connector supports:
Stock and non-stock (simple) items.
If Product Configurator is installed on Acumatica, it syncs Configurable, Bundled and Grouped products.
What does product configurator do? How can this be used? How does this integrate with Connector?
The configurator brings Magento Product types such as Configurable, Bundle, Grouped, Virtual, and Downloadable into Acumatica, so you can have the same functionality on sales and purchase orders.
Can I sync a specific item?
Yes, support exists for an admin user in Magento to sync a specific Product, Category, Customer or Order.
What are some of the reasons for an order to not sync from Magento into Acumatica?
There are several possibilities that can result in an order to not sync from Magento into Acumatica:
Order Shipping Method or Carrier not configured in Acumatica, matching Magento
Order Payment Method not configured in Acumatica or Magento
Item not defined in Acumatica
Sales Order Sequence number error
Unsupported Product Types
Credit limit for customer preventing the order creation in Acumatica
Magento and Acumatica cannot be connected to each other.
Infrastructure issues such as lack of disc space on either the Acumatica or Magento
Network connection issues
Does the connector tool maintains a log of all syncs and updates?
Yes, the connector maintains two different logs. The first one is for the data that is synced between the two systems, and another to track any updates to the configuration.
Can I re-sync failed orders individually?
All the orders after being synced for the number of attempts (number can be defined by Admin), are placed in a failed orders queue, and the errors are displayed in the failed order log. Post the errors have been corrected, either on Magento (For example, invalid customer zip code), or on Acumatica (For example, Product missing in Acumatica), the sync process for that order can be initiated again individually/bulk or via failed order sync feature.
How are order edits managed?
Magento (both Open Source and Commerce editions) does not support editing of orders. So, in most installations, order edits are made in Acumatica, but not fully synced back to Magento.However, extensions do exist for Magento to allow order edits, and if such extensions are implemented, then the connector code can be customized to support order edits.
How are RMAs handled?
RMA is an Commerce Edition only feature in Magento and has some basic functionality such as initiating a return. The Admin section of Magento provides managing RMAs as well.The connector supports limited integration for RMAs on Commerce edition of Magento, where an RMA in Magento is pushed into Acumatica with the appropriate RMA Order Type. RMAs on Open Source Edition of Magento can be supported as a customization based on the extension that is installed on Magento.
Can refunds to store credit be achieved?
This is not part of the default connector, but we can do a customization for this if needed.
Does the integration handle store credit (Magento Commerce)?
This is not part of the default connector, but we can do a customization for this if needed.
How is refunding handled? Magento has the ability to refund directly to the customer’s credit card depending on the payment gateway, or via PayPal. This raises a credit memo in Magento, does this reflect in Acumatica?
Credit memo in Magento is synced back to Acumatica. Refunds in Acumatica can be customized to be pushed back to Magento.
Can the connector handle quoting?
Yes, this can be customized. On Magento, one can install the Cart2Quote/Amasty/LandofCoder extension, which can then be pushed to QT order type in Acumatica.
How does the Connector handle multiple UOMs defined on the same stock item in Acumatica?
Magento does not have multiple UOM functionality. So, a design decision would have to be made based on the customers’ product setup (how they are purchased and merchandised). Accordingly, a customization is needed to set these up as either Configurable Products, or a Simple Product with Custom Options in Magento. Now, this feature is available in our Commerce Pro product.
Are customers automatically synced while synching orders?
When an order is pushed from Magento to Acumatica, the connector verifies the existence of the customer in Acumatica (based on Email ID). If the customer doesn’t exist, one is created, and the orders are synched. If the customer exists, then the customer data is not updated, but the customer information on the order is populated with the information from Magento.
This is because both Magento and Acumatica allow customer information on a sales order to be different than the customers’ default information. However, if the customer logs on to the customer-area in Magento, and updates the default billing or shipping address on their customer record, the same is updated into Acumatica on the next customer sync cycle.
Will order level billing and shipping information be saved to the customer record?
No, this information will be synced to the order only, as explained above.
Does the connector create invoices in Magento?
Yes, once an order is processed completely in Acumatica and an invoice is created, the connector creates the invoice in Magento as well, and marks the order as Complete in Magento.
Can the connector handle split shipments (multiple delivery addresses)?
Not as per native Magento. The order can be split in Acumatica but the customer on Magento front-end can’t natively choose which products are shipped to which address. Might either be a customization but the workaround would be for the customer to place two orders.
How does the connector handle freight charges between Magento and Acumatica?
Acumatica re-calculates the freight when sales order is created (based on the Ship Via code passed in the sales order). As this may result in a discrepancy in order totals, Connector setup includes configuration to ignore the calculated value (via Shipping Terms), and passes the Magento value in Premium Freight field.
Are newsletter subscribers in Magento synced into Acumatica?
No. Newsletter subscribers are not synced at this time.
How does the connector handle customer special or contract pricing?
Acumatica Sales price worksheets will be synced to Magento and based on the rules (Customer Group/Customer) the special and tier prices will be applied.
How markdowns are handled (permanent vs temporary)?
This is handled just as a regular price change in Acumatica.
Where do detailed and complicated promotions live? Magento or Acumatica?
Magento supports both Item and Cart level discounts both with and without a discount code. Acumatica requires a discount code and sequence to be applied for each discount. Since Marketing programs and discounts can vary quite a bit, it would be difficult for an ERP (Acumatica) to keep up. So, the sync tool passes item level discounts as “Manual” Discounts at item level on the sales order. Cart level discounts are distributed across the line items proportionally.