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Installation and Configuration

Prerequisites

Configuration Guide

To get the Magento Connector setup and running properly, you will need to perform the following actions:

  1. Create a new Integration on the Magento side
  2. Setup the Magento Connector
  3. Run Connectors immediately to push initial data up to Magento.
  4. Setup a job to automate pushing subsequent changes up to Magento and downloading orders from Magento to your local ERP.

Create a New Integration & Allow OAuth Access

On the Magento site, you will need to:

  1. Go to System | Extensions | Integrations
  2. Click on Add New Integration
    • Name this app something like BirdDog or BDSW
    • Your Password: This is your admin password for Magento
    • Click on the API tab
      • The Resource Access dropdown list needs to be set to All
    • Click on the Arrow next to Save, then click on Save & Activate
    • Click on Allow on the "popup" to approve access
    • Copy the Access Token
  3. Navigate to Stores | Configuration | Services | OAuth | Consumer Settings
    • Set the Allow OAuth Access Tokens to be used as standalone Bearer tokens to Yes

Setup the Magento Connector

To configure Enterprise for Windows to use Magento, you need:

  1. Go to Maintain > Setup > Connector Accounts
  2. Click Add
  3. Enter your Magento Credentials
    • Type: Magento should be selected in this dropdown list.
    • Notify Email: Email address to receive activity reports from the connector.
    • Notify Verbosity: Use this dropdown list to setup how frequently you want to receive notifications:
      • All - receive email alerts every time the connector runs, regardless of activity
      • Activity - receive email alerts when something is uploaded to or downloaded from Amazon
      • Errors - only receive alerts when the connector encounters errors
      • None - receive no email alerts ever
    • Populate dropdowns in accordance with Connector Account Settings
    • Enabled: If this checkbox is unmarked, then this connector will be ignored when you Run Connectors (either manually or via job.)
  4. Once you are satisfied with your setup, click Save and then Close.

Run the Magento Connector Manually

During initial configuration and anytime you want to force the process after that, you can run the connector manually; note that if the jobs are unpaused, you will not be able to use this manual process:

  • Enterprise for Windows > Processes > Run Connectors

Create the Job

To ensure BirdDog keeps the data flowing between your ERP and Magento automatically you will need to:

  1. Go to Maintain > Jobs
  2. Click on the Schedule New Job button
  3. Select Run Connectors in the Job dropdown list
  4. Schedule the job according to how frequently you want it to run (for example, every hour or at a certain time each day.)
  5. Save.