BigCommerce Chapter 72
BigCommerce Plugin makes it easy to connect and share data with the ecommerce solution, BigCommerce. This chapter describes BigCommerce Connect tools and features, which are found in System toolbar and tools.
BigCommerce Connect makes it easy to connect and share data with the ecommerce solution, BigCommerce. Setup is divided into three steps: Registration, Settings, and Mappings.
BigCommerce Connect is fully customizable, so there are some choices to make. To start, use basic settings to see how it works. Then revise your settings to get the results you want. Support includes unlimited setup help, and we are happy to connect and configure for you.
Registration is the first step. This turns on BigCommerce Connect and its tools. You will receive an email with Registration Code and step-by-step instructions for setup. You may also click Trial to start or end a trial of this option.
Settings is the next step, entering the credentials BigCommerce Connect needs. Open the Company card again and go to the Company Prefs tab and click the on the BigCommerce Settings button. Enter the appropriate settings, choosing Automatic for mappings.
Mappings let you change what goes where, if you need. Go to the BigCommerce tool on the System toolbar. Select a Mapping from the list and make needed changes. Then, click Save As... in the lower right and save your new Mapping ("MyBCOrders").
You can return to Settings in the Company Prefs tab of Company card to select your new Mappings and turn on Auto-Import when settings are complete. Or, go to the BigCommerce tool on the System toolbar to import a batch.
BigCommerce Subscription
BigCommerce Subscription lets you add support, upgrades, and services configuration.
BigCommerce Connect
BigCommerce Connect automatically connects Big Business to your BigCommerce store. Fully automatic and fully customizable, BigCommerce Connect lets you get new customers and orders as they come in, or in batches when you are ready to process. With additional setup, you can add and update items and customers, set customer-specific pricing, and more.
This Solution provides details. (6809)
BigCommerce Connect is simple. It works like an Import to automatically create new customers and orders. It is fast, connecting to your store to retrieve new orders in an instant. And it is flexible, running by itself, or only when needed with a few clicks.
BigCommerce Registering
This Solution describes registering BigCommerce Connect. (6512)
To register BigCommerce Connect:
1. go to the System toolbar, to the Company card, and click the Upgrade button
2. click the BigCommerce button and the Registration window will open
3. enter your Registration code
4. click Continue and OK, OK to save changes
5. restart Big Business Client
To start a Trial of BigCommerce Connect:
1. go to the System toolbar, to the Company card, and click the Upgrade button
2. click the BigCommerce button and the Registration window will open
3. click the Trial button and OK to close the confirmation
4. click Continue and OK, OK to save changes
5. restart Big Business Client
Bigcommerce Product Categories
Bigcommerce uses Product Categories and requires these be set to create new Products--making them easier for customers to find.
This Solution describes this feature of the Bigcommerce Add-On. (6550)
Bigcommerce uses Product Categories and requires these be set to create new Products--making them easier for customers to find.
Big Business shows you the Product Categories available in Bigcommerce.
Click to toggle a Category.
BigCommerce Custom Fields
BigCommerce options include 66 Custom Fields for Items for uploading to your store.
This Solution describes their use.
Addtional Custom Fields for Items:
• appear on 2 addtional Custom Folder tabs of the Item Card
• included a buttom for using the Comment window to enter or check spelling
• appear in the Item Prefs to assign Names to the Custom Fields and Tabs
• are included for use in Searches, Imports, Exports, and Custom Forms
Bigcommerce Account Details
This Solution describes entries for Bigcommerce Settings. (6510)
To edit Bigcommerce Settings open the Company Card on the Preferences tab click the Bigcommerce button. Bigcommerce Settings include:
• Description -- optional. Enter a nickname for the store.
• Code -- optional. Enter a Code to add in front of imported Customer or Order ID's
• B2B -- optional. Click the checkbox to create Customer Groups used for Price Levels.
• Username -- stored securely. Copy from Account Details decribed below.
• API Path used for connecting. Copy from Account Details decribed below.
• API Token -- stored securely. Copy from Account Details decribed below.
In your Big Commerce Control Panel (e.g. mystore.mybigcommerce.com/admin) go to Setup & Tools, choose Legacy API Tools, and create a Legacy API Account. Copy the entries in Account Details to the Bigcommerce Settings window in Big Business.
Bigcommerce Settings
This Solution describes entries for Bigcommerce Settings. (6511)
• Get Order Status - select the Status for Orders you would like to import
• Set Order Status - select the Status to assign to Orders that have been imported
• Customer Import - select the Import for creating and updating Customers
• Order Import - select the Import for Bigcommerce Orders
• Item Export - select the Export for updating Bigcommerce Products
• Notifications To - select the Employee to send Notes with any errors
• Last Update - Bigcommerce Timestamp for last import.
• Auto Import - checkbox to run automatically
The settings pictured will automatically import new Orders thar are Awaiting Fulfillment and change their Status to Awaiting Shipment. Using the Bigcommerce app or site you can change the Status of an Order, for example from Awaiting Payment to Awaiting Fulfillment, when you want it to be imported.
BigCommerce API
BigCommerce Connect allows Big Business to connect and share data with the ecommerce solution, BigCommerce. To connect Big Business needs an API Token which you create in your BigCommerce Dashobard and copy into Big Business.
This Solution describes creating an API Account with BigCommerce. (6947)
To create an API Account:
1. open your BigCommerce Dashboard
2. choose Advanced Settings
3. select API Accounts
4. click the dropdown for Create API Account
5. choose Create V2/V3 API Token
6. enter a Name like "bigbusiness"
7. copy the API Path like "https://api.bigcommerce.com/stores/abc123/v3/"
paste this into API Path in Big Business, BigCommerce Settings and change "v3" to "v2"
8. set Customer, Orders, and Products to "Modify"
9. click Save and BigCommerce API Creditials will open
10. copy Client ID and paste into Username in BigCommerce Settings
11. copy Access Token and paste into API Token in BigCommerce Settings
12. click Done when you have copied Client ID and Access Token (only)
Bigcommerce Notifications
This Solution describes Notificiations from the Bigcommerce Add-On. (6513)
Bigcommerce Auto Import runs on Big Business Server. Any Notifications are sent in a Note to the designated Employee.
In Bigcommerce Settings, on the Preferences tab of the Company Card, for Notifications To choose the Employee you want to receive these Notes.
Notifications can include:
• Errors, such as runtime errors including an error code in brackets
• Alerts, that would normally appear in a dialog, such as pictured failed import
• Elections, that the import choose the first match of several or chose an option
• Warnings, that imported orders, for example, may exceed credit, inventory, etc..
BigCommerce Error
BigCommerce Connect lets you connect to BigCommerce from Big Business. This can be automatic, such as getting new Orders real-time. It can also be interactive, such getting Categories to put on an new Item that will be uploaded.
If you encounter errors with one part (Orders are coming in but you cannot select a Category for a new Item), you may need to update the program giving you errors (in this example Big Business Client) to ensure its security files are current.
If you receive an error (pictured) it will often be a security or connection error that is unclear. Errors like the one pictured may have codes and decriptions, such as TLS Unknown, which refers to security. Installing an Update will usually fix the problem.
This Solution provides more information. (6811)
BigCommerce Connect lets you connect to BigCommerce from Big Business.
If you receive an error (pictured) it will often be a security or connection error that is unclear. Errors like the one pictured may have codes and decriptions, such as TLS Unknown, which refers to security. Installing an Update will usually fix the problem.
Mostly, Big Business relies on its own security and connection from Client to Server. When your administrator installs an Update with new features, this may only update Big Business Server, which automatically sends changes to your Client. However, this does not replace your Client software.
If you encounter an error like TLS Unknown while working in Big Business Client and connecting to BigCommerce, you may need to install the latest update to your Big Business Client software.
BigCommerce Update Products
Update Products is the Mapping for copying Items in Big Business to Products in BigCommerce.
Once set, you can click Upload on the Items Search to instantly create or update Products in BigCommerce.
This Solution provides details. (6812)
Update Products is the Mapping for copying Items in Big Business to Products in BigCommerce.
To create a new Mapping:
1. On the System toolbar click the BigCommerce button.
2. On the BigCommerce Mappings window choose Update Products.
3. On the Import window click Save As and provide a name ("createitems")
4. Click Cancel to close the Import window.
To use your new Mapping:
1. Go to Company card, Company Prefs tab, and click the BigCommerce button.
2. On the BigCommerce Setup window for Update Products choose your Mapping ("createitems").
3. Click OK and OK to save.
To Upload Items:
1. Go to the Item toolbar to Items Search.
2. Find the items you want to upload.
3. Click the Upload button.
BigCommerce Order Status
BigCommerce Connect automatically connects Big Business to the ecommerce system, BigCommerce. It uses the Order Status in BigCommerce to find new orders to process. Then, it changes the Order Status in BigCommerce to avoid duplication. For example, a typical setting might be to get new orders that are "Awaiting Fulfillment" and switch them to "Awaiting Shipment" or "Completed".
This Solution lists Order Status descriptions copied from BigCommerce Help. (6859)
Big Business uses the default names for Statuses, which are listed below. If you have renamed Statuses, you can go to Orders, Order Statuses to see the names you've assigned so you can choose the original name in Big Business.
Pending — customer started the checkout process but did not complete it. Incomplete orders are assigned a "Pending" status and can be found under the More tab in the View Orders screen.
Awaiting Payment — customer has completed the checkout process, but payment has yet to be confirmed. Authorize only transactions that are not yet captured have this status.
Awaiting Fulfillment — customer has completed the checkout process and payment has been confirmed
Awaiting Shipment — order has been pulled and packaged and is awaiting collection from a shipping provider
Awaiting Pickup — order has been packaged and is awaiting customer pickup from a seller-specified location
Partially Shipped — only some items in the order have been shipped, due to some products being pre-order only or other reasons
Completed — order has been shipped/picked up, and receipt is confirmed; client has paid for their digital product, and their file(s) are available for download
Shipped — order has been shipped, but receipt has not been confirmed; seller has used the Ship Items action. A listing of all orders with a "Shipped" status can be found under the More tab of the View Orders screen.
Cancelled — seller has canceled an order, due to a stock inconsistency or other reasons. Stock levels will automatically update depending on your Inventory Settings. Cancelling an order will not refund the order.
Declined — seller has marked the order as declined for lack of manual payment, or other reasons
Refunded — seller has used the Refund action. A listing of all orders with a "Refunded" status can be found under the More tab of the View Orders screen.
Disputed — customer has initiated a dispute resolution process for the PayPal transaction that paid for the order
Verification Required — order on hold while some aspect (e.g. tax-exempt documentation) needs to be manually confirmed. Orders with this status must be updated manually. Capturing funds or other order actions will not automatically update the status of an order marked Verification Required.
Partially Refunded — seller has partially refunded the order