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Installing the ChannelAdvisor Package

Installing the ChannelAdvisor Package

The ChannelAdvisor Package must be published to your current Acumatica ERP instance.

Prerequisites

  • The Kensium CommerceBasic package

  • The latest ChannelAdvisor package

Package can be obtained through a VAR using the Acumatica portal, through an Account Manager by contacting the Acumatica Helpdesk, or through the Acumatica public site.

  • An external tax provider, such as Avalara or Vertex (optional)

  • The latest Product Configurator package (optional)

The installation of the latest ChannelAdvisor package utilizes many functions that are complimentary to the Product Configurator package. This is not a mandatory package to configure in order to utilize ChannelAdvisor.

Installation Process

Installing ChannelAdvisor

  1. Save the .zip files of the ChannelAdvisor and Product Configurator packages to the local hard drive.

  2. Navigate to the Customization workspace.

  3. Click Customization Projects.

  4. Click the Import button.

  5. Select Import New Project.

    1. Select the Product Configurator*.zip file from a local folder.

    2. Click Upload.

  6. Click the Import button.

  7. Select Import New Project.

    1. Select the ChannelAdvisor*.zip file from a local folder.

    2. Click Upload.

  8. In the Levels column, indicate the levels in which the packages need to be published

    1. The Product Configurator Package and the Commerce Basic package must be at a lower level than the ChannelAdvisor package. (e.g. ChannelAdvisor at level 3, Product Configurator at level 2, Commerce Basic at level 1.)

  9. Toggle on the box(es) of the packages that need to be published.

    1. If a package is already published in the instance that needs to remain published, the package should have a level value associated with it, and the box should be toggled on prior to publishing.

  10. Click the Publish button.

  11. Click Save.

Publishing for a Specific Company

If publishing the package(s) for a specific company:

  1. Click the down arrow on the Publish button.

  2. Select Publish to Multiple Tenants.

  3. When the Publish to Multiple Tenants pop-up screen appears

    1. Select the checkbox(es) for the company name(s) to publish the package(s).

    2. Click OK.

Licensing

Next, the licensing information for the product must be entered and validated. The License Key will be provided when the product is purchased.

In Acumatica, navigate to the ChannelAdvisor workspace and select ChannelAdvisor Connector License Registration.

LICENSING PROCESS

  1. The Company ID and Company will automatically fill in the fields for the instance that the plugin is being added to.

  2. Select a Title.

  3. Enter the First Name.

  4. Enter the Last Name.

  5. Enter the Email ID.

  6. Enter the Phone Number.
    Note: The Name, Email ID, and Phone Number should match the name, email, and phone number of the contact who has obtained the license (purchaser, installer, VAR, etc.).

  7. Enter the Fax number.

  8. Enter the Address Line(s).

  9. Enter the City.

  10. Enter the Country.

  11. Enter the State.

  12. Enter the Postal Code.

  13. Enter the License Key.

  14. Select the check box to Accept the Terms in the License Agreement.

  15. Click Submit.

A validation message will appear indicating that the license is now activated.

  • If an error message occurs after clicking Submit, verify all entered information.

If any issues persist, contact the installer, purchaser, or VAR that the license was obtained from.