BigCommerce Salesforce Connector and Integration

• Provides a unified Salesforce platform to manage both e-Commerce and CRM data.
• Synchronize e-Commerce data at the Salesforce end to avail CRM benefits.
• Salesforce Centric configuration concept to avail hassle-free environment.
• Synchronization of Categories from BigCommerce to Salesforce end.
• Products and Orders synchronization to manage Inventory effectively.
• Customers synchronization as Accounts and Contacts at the Salesforce end.
• Guest Checkout synchronization with complete Users & Order details.
• Interactive design with the user interface at the Salesforce end adding on effective data utilization
• Real-time synchronization of Customers, Products, Categories, and Orders.
• You can apply the custom conditions to import or export the records from the BigCommerce account to Salesforce Org.
• The logs are maintained so that you can fix the issues of records synchronization and can again sync it from the Log section itself.

• Bi-directional: You can easily and conveniently export the records using real-time and manual methods from Salesforce to BigCommerce when you have this feature enabled.
• Conditional Import: You can import the records conditionally by adding specific conditions in the connector
• Multistore: You can add multiple stores into eShopSync For BigCommerce to sync your data.
• Sync Condition: This feature tab is available in the configuration window when you have the Sync Condition add-on. In the connector, you can add conditions for objects and then choose whether to allow this sync or stop this sync on the applied condition(s). The sync conditions can be customized in the import and export process.

• Login to BigCommerce Store >> Go to Settings from the left navigation panel
• Scroll down to the API heading and click on the Store-level API accounts option

• Then click on the Create API account button 

• Fill out the form and then click on the Save button.

• You get the Client ID, Client Secret, and Access token that you have to copy and paste into the BigCommerce Salesforce Connector Credentials general settings.

Note: A file also got downloaded that has the details you have to enter in Salesforce to connect the BigCommerce store.

• When done with credentials, click the Done button.

• Install the “eShopSync for BigCommerce” connector.
• After installation, you have to assign the permission sets to the user
• In Quick Search, type Permission sets and click on it to open it
• Click on the Permission Sets For BigCommerce

Note: If you are assigning permissions to the guest user then make sure to select Permission Set for BigCommerce Guest User.

• Then click on the Manage Assignment button

• Hit the Add Assignment button

• Select the user to whom you want to assign permission sets and click on the Next button

• Click the Assign button in the next window and then the Done button.

• In Quick Search, type Sites and click on it to open
• Click the BigCommerce site

• Hit on the Public Access Settings button.

• Click View Users and then click on the user.

• In the user, scroll down, and under the heading Permission Set Assignments, hit on the button Edit Assignments.

• Enable “Permission Set For BigCommerce Guest User” and click on the Save button.

• Click on App Launcher and then click View All
• Now select eShopSync For BigCommerce

• Click on the + icon to configure the new BigCommerce store. You can add multiple stores if you get your hands on the multistore functionality.

• The configuration window opens up in which you have to do the configuration. Some features listed at the top of the configuration window are Bi-directional, Conditional Sync, Multistore, and Sync Condition. If you have purchased any of these add-ons then it will be shown in green highlight or else it will be grayed out.
• All the Export features got enabled when you have the Bi-directional add-on. 
  • General tab: Mention the Store ID, Access Token, and Time Zone.

Note: You got all the details in the file that gets downloaded when you create API from BigCommerce for general settings.

• • Object Settings: Do the required settings for your objects.

Note: Variants would synchronize as a product to the Salesforce ends then you are not able to change it until you have deleted all the BigCommerce products from the Salesforce end and vice-versa.

• • Real-time Settings: In this, you have to do the real-time settings for import and export synchronization. But for the export feature, you must connect with our Salesforce team.

• • Field Mapping: There are 2 types of Field mapping:

• • • Field Mapping: Map the fields of objects to sync data correctly. You can map the fields for the objects like Account, Contact, Product, Order, Order Product, Opportunity, and Opportunity Product.

• • • Custom Field Mapping: Map the fields of the Product in case of any additional fields.

• • Sync Condition: This tab is available when you have purchased the Sync Condition add-on. 
    • This feature will be in green highlight at the top. In this, you can apply conditions for importing and exporting data for the objects specifically. 
    • You can even choose whether to allow or stop the applied condition while synchronizing data.
    • The sync conditions can be applied in the import and export process.
    • When done click on the Save and Proceed button.

• • Record Type Mapping: Map the records of one type in one place of the specific object.

• • Matching Criteria: Create the conditions to match the records to prevent the creation of duplicate records.

• After this, the BigCommerce store is added and you can edit the store configurations or delete them when required.

• Click on the Gear icon from the top right side of the Configuration window.

• Webhook Status: You can check whether the webhook is enabled for all objects or not. If the objects are marked with the green tick then they are enabled, but if they are marked with the red cross then they are disabled.

• Log Setting: Mention the number of days you want to store your logs and after that, they automatically get removed.

• Verify Scopes: In this, you can see the scopes to which you have access on your store. If you have multi-store functionality then you can also check scopes as per your store selection.

• Default Store: In the case of multi-store functionality, you get an option to select the default store.
• Search: It’s a Search box to search the records.
• Filter Record: Filter option to filter the records as per the requirements.

• Gear Icon: You can use this option to “select fields to display”, “select fields to search”, and “reset column width”.
  • Select fields to display: Click on this option and then select the desired fields to display. Do this for each object in the connector specifically.

• • Select fields to search: Select this option and choose the fields you use to search your records in the object you have done in.

• • Reset column Width: You can reset the column widths if you have changed it manually by clicking on this option.

• Add New: Click on the + icon to add a new record.
• Delete: Use it to delete the selected records or in bulk.
• Add Condition: To apply any import condition for the object, you can use this option so that it is applied automatically whenever the import process takes place in that object.

• Mass Import: You can mass import the records using this button.

• Delete: Select this option to delete the specific record against which you have selected the delete option.

• View: To view the information of the record, you have to click on the drop-down and then click on the View option to see all the details of that specific record. 

Note: The view option is available in Categories, Products, and Logs.

• Import: Click the import option to import the record from BigCommerce to Salesforce. 

• Export: Click the export option to export the particular record from Salesforce to BigCommerce. This feature only works when you have the bi-directional feature add-on in the connector. 

Note: In Logs, the row action Import plays an important role, which makes your work easy and convenient. If you have resolved the issues of records shown in the “Logs” then you can specifically select the import option against that record and directly import it into the object it belongs to.

Here is the list view of all the objects in the BigCommerce Salesforce Connector:

• Categories: A list view of synced categories from BigCommerce to Salesforce using eShopSync for BigCommerce.

• Products: A list view of synced products from BigCommerce to Salesforce using eShopSync for BigCommerce.

• Customers: A list view of synced customers from BigCommerce to Salesforce using eShopSync for BigCommerce.

• Orders: A list view of synced orders from BigCommerce to Salesforce using eShopSync for BigCommerce.

• Opportunities: A list view of synced opportunities from BigCommerce to Salesforce using eShopSync for BigCommerce.

• Logs: A list view of logs that include the records that won’t sync. You can view them for error causes so that you can fix them.

1. Delete: Select this option to delete the specific record against which you have selected the delete option.
2. Import: It plays an important role, which makes your work easy and convenient. If you have resolved the issues of records shown in the “Logs” then you can specifically select the import option against that record and directly import it into the object it belongs to.
3. View: You can also view the information of the record, click on the drop-down and then clicking on the View option to see all the details of that specific record. 

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