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 of CRM benefits.
• The Salesforce Centric configuration concept is to make it a hassle-free environment.
• Synchronization of Categories from BigCommerce to Salesforce end.
• Product and Order synchronization is needed 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 the Salesforce Org.
• The logs are maintained so that you can fix the issues of record synchronization and again sync them from the Log section itself.

• Conditional Import: You can import the records conditionally by adding specific conditions in the connector
• Multistore: To sync your data, you can add multiple stores to eShopSync for BigCommerce.
• Sync Condition: This feature tab is available in the configuration window when you add the Sync Condition. In the connector, you can add conditions for objects and then choose whether to allow or stop this sync on the applied condition(s). The sync conditions can be customized in the import and export process.
• Bi-Directional- The data can be imported and exported from BigCommerce to Salesforce or Salesforce to BigCommerce.
• Batch Import- Schedule your data sync at your preferred time without needing your presence.
• Metafield Import- Metafields are user-defined key-value pairs that can be attached to BigCommerce data objects to add custom information. They can be used to store data about products, categories, variants, brands, and orders.

• Install the “eShopSync for BigCommerce connector’ from Appexchange.
• 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.

• 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 Click on the Done button.

• In Quick Search, type “Sites” and click on it to open. If you’re doing this for the first time, you need to accept the Salesforce Terms & Services when the Sites page opens.

• In this tab, you have to first click on New to create a new site

• In this tab, you have to create the name of a site in the Site label box and that same name comes in the site name box automatically. After that, Click on the Active box, and then you have to select the Active Site Home Page and choose any option that you want to proceed with. Then, Click on the Save button.

• After completing the previous steps, you have to click on ‘Public access Settings’.

• Click View Users and then click on the user.

Then click on this tab, to assign the Permission Sets.

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

Here click on Permission Set Assignments.

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

• 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.

• After filling in the sections and clicking 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: An API credentials file with the details that you have to enter in Salesforce to connect to the BigCommerce store is also automatically downloaded into your system.

• When done with credentials, click the Done 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, where you can perform the configuration. Some of the features listed at the top of the 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 are enabled when you have the Bi-directional add-on.
  • General tab: Mention the Store ID, Access Token, and Time Zone.

• • 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.

Webhook List –

Real-time Export Setting –

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.

Meta-Field Mapping – Metafields are user-defined key-value pairs that can be attached to BigCommerce data objects to add custom information.

They can be used to store data about products, categories, variants, brands, and orders.

• • 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.

Import Process –

• • 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.

Custom Notification – If you want to select the store then it will help you to define the notification settings.

API Pilot- API Pilot works like a Postman. When you enable it it helps you to get data from API to explore, debug, and test.

Screenshot Features explanation –

1. Store- Select the store on which you want to make API hit
2. Method- Select the method according to your store.
3. Object- Select the object for which you want to make API hit.
4. Version- Select BigCommerce API Version.
5. ID- Enter Bigcommerce Unique Id
6. Subcategory- Select the Subcategory.
7. Endpoint – Endpoint for API.
8. Body- Input the body for the API request.

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

• • Add list view- Firstly, add to your list in add new, then move to the next tab.

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.

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

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

• Products: Whereas a list view of synced products from BigCommerce to Salesforce is available using eShopSync for BigCommerce.

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

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

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

• Logs: Simultaneously list view of logs that include the records that won’t sync. Then, view the errors and then fix them.

1. Delete: Firstly, select this option to delete the specific record for which you have selected the delete option.
2. Import: It plays an important role, which making your work easy and convenient. Similarly, if you 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 to which it belongs.
3. View: Similarly you can also view the information of the record by clicking on the drop-down and then selecting the View option to see all the details of that specific record.

• Simultaneously for any specific query, Click To Create Ticket
• To know the feasibility of specific requirements, Request For Customization
• To view all our applications in Appexchange, go to Webkul Appexchange Apps