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Managing Customer Sync from Magento to Acumatica

Managing Customer Sync from Magento to Acumatica

In this section, you will be able to view the steps for the customer sync from Magento to Acumatica.

Follow the steps of the Customer Sync form M-A.

Step 1. Go to the front end of the Magento and click on the [Click on Account].

Option for Creating an Account
Option for Creating an Account

Step 2. Upon clicking on the [Click an Account] you will be redirected to the page where you need to fill up the required information. This includes Personal Information, Sign-in Information and other details as shown in the screenshot.

Fields to enter the self-explanatory information to create the account
Fields to enter the self-explanatory information to create the account
Enter the details to create the account
Enter the details to create the account

Step 3. After entering all the basic details, you need to click on [Create an Account].

click on Create an Account after entering all the required details
click on Create an Account after entering all the required details

Step 4. After entering the basic details for account creation, you need to enter the Address details in the [Address Book] Section. Click on the [Manage Address] link as shown below.

Click on Manage Address to enter the Address details
Click on Manage Address to enter the Address details.

Step 5: After entering all the address details click [Save Address].

Save the Address Details
Save the Address Details
Address Book in the Front End
Address Book in the Front End

Step 6. Now go to the [Consumer Management] in the Acumatica [Queue Status]. The customer that you have created will be displayed here. It should be displayed in the Message Count first.

Message Count shows the created customer in Acumatica in the Queue Status
Message Count shows the created customer in Acumatica in the Queue Status

Step 7: Go to [Connector Logs] of Acumatica. Once the count is clear you can view the create log.

Customer Published in the Log
Customer Published in the Log
Customer Created in the Connector Logs
Customer Created in the Connector Logs

Step 8: Upon clicking on the [View] button, you will be redirected to the following screen with the Entity ID and the Developers Log.

Click on the [Entity ID]
Click on the [Entity ID]

Step 9: Upon clicking on the [Entity ID] you will be redirected to the Customer section in Magento in the backend.

Customer Details in the backend
Customer Details in the backend

Step 10: Go to the [Account Information]. Lastly, you can view the column for the Acumatica customer ID. With this ID, the same customer has been created in Acumatica from Magento.

Acumatica Customer ID under Account Information
Acumatica Customer ID under Account Information

Step 11. Go to the Acumatica Connector Logs and you will be able to view the customer in the log as shown in the screenshot.

customer sync logs

Step 12: Go to Customer Screen in Acumatica. The Customer which you have created in Magento and synced into Acumatica will be displayed. From the Magento Preferences, you can see the sync. Time and preferences.

Customer Synced into Acumatica from Magento
Customer Synced into Acumatica from Magento