This article will serve as a reference for "where to make" specific client configuration changes in iPaaS.com per subscription (translations and mapping collections); as well as, "Tips & Tricks" on known improper mappings / mapping collections.
(based on iPaaS training via Chris Butcher)
Counterpoint
- Translation Collections – CP
CP Transaction Payment PAY_COD From iPaaS
Here you will add the data from the "method" field you see on a transaction in iPaaS as the source in order to link it to the actual CP Pay Code:
- Mapping Collections – CP
CP Order Header From iPaaS
+ formula -> TKT_NO (here you can add a prefix / suffix to the tkt_no in CP)
+ Z -> USR_ID
+ MAIN -> STR_ID
+ 1 -> STA_ID
+ 1 -> DRW_ID
+ WEBSITE -> TAX_EXEMPT_NO
+ WEBSITE -> TAX_OVRD_REAS
+ formula -> TAX_COD (you will define the in-state and out of state tax codes w/n the formula)
+ ShippingAmount -> ORD_MISC_AMT_1 (client may want this changed; e.g., MISC_AMT_2)
*please note these CP settings when considering the above setting for CP Order Header:
https://redrook.freshdesk.com/a/solutions/articles/17000110304
as well as the "Tickets-2" Tab on the Store table in CP for SLS Rep settings - ask client what they'd like; current user, customer on order, etc.
(If "None" then set static value in iPaaS in above collection)
*(Current Needed Config Change)
Dynamic Formula for BILL_NAM
Truncate(If(isempty(FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "Company")), (FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "FirstName") + " " + FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "LastName")), (FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "Company"))),40)
Dynamic Formula for SHIP_NAM)
Truncate(If(IsEmpty(FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "Company")), (FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "FirstName") + " " + FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "LastName")), (FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "Company"))),40)
CP Order Line From iPaaS
+ WEBSITE -> PRC_OVRD_REAS
CP Order Payment From iPaaS
+ Description -> DESCR (remove to use CP descr)
CP Order Tax From iPaaS
+ formula -> RUL_COD (you will define the in-state and out of state rule codes w/n the formula)
+ formula -> AUTH_COD (you will define the in-state and out of state auth codes w/n the formula)
CP Product To iPaaS
Collection filter
All Mappings
CP Product Variant To iPaaS
Same as products; all mappings need to be modified
CP Product Variant Inventory To iPaaS
Collection filter
Qty / Cost settings
CP Product Inventory To iPaaS
Collection filter
Qty / Cost settings
CP Product Variant Inventory Updates To iPaaS
Collection filter
Qty / Cost settings
CP Product Inventory Updates To iPaaS
Collection filter
Qty / Cost settings
CP Order Header Complete Update From iPaaS
+ Y -> PROF_ALPHA_5 – Example boolean for Counterpoint batch release filters
+ "BC" + TransactionNumber -> TKT_NO – If you changed tkt_no (prefix or suffix in order header mapping)
CP Order Header Cancel Update From iPaaS
+ "BC" + TransactionNumber -> TKT_NO – If you changed tkt_no (prefix or suffix in order header mapping)
CP Deposit Ticket From iPaaS
+ formula -> TKT_NO
+ Z -> USR_ID
+ MAIN -> STR_ID
+ 1 -> STA_ID
+ 1 -> DRW_ID
+ WEBSITE -> TAX_EXEMPT_NO
+ WEBSITE -> TAX_OVRD_REAS
*please note these CP settings when considering the above setting for CP Deposit Ticket:
https://redrook.freshdesk.com/a/solutions/articles/17000110304
as well as the "Tickets-2" Tab on the Store table in CP for SLS Rep settings - ask client what they'd like; current user, customer on order, etc.
(If "None" then set static value in iPaaS in above collection)
*(Current Needed Config Change)
Dynamic Formula for BILL_NAM
Truncate(If(isempty(FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "Company")), (FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "FirstName") + " " + FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "LastName")), (FieldFromFirstMatch(Addresses, "IsPrimaryBilling = true", "Company"))),40)
Dynamic Formula for SHIP_NAM)
Truncate(If(IsEmpty(FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "Company")), (FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "FirstName") + " " + FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "LastName")), (FieldFromFirstMatch(Addresses, "IsPrimaryShipping = true", "Company"))),40)
CP Deposit Ticket - GC Line From iPaaS
+ GC -> GFC_COD
+ N -> CREATE_AS_STC
CP Deposit Ticket -Tax From iPaaS
+ formula -> RUL_COD (you will define the in-state and out of state rule codes w/n the formula)
+ formula -> AUTH_COD (you will define the in-state and out of state auth codes w/n the formula)
CP Gift Card From iPaaS (if client is using Gift Cards)
+ GC -> GFC_COD
+ G -> CREATE_METH
+ MAIN -> ORIG_STR_ID
BigCommerce
- Translation Collections – BC
BC Product Option Type From iPaaS
(to choose the layout output in BigCommerce edit the Destination value; e.g., "rectangles, swatch, dropdown, etc.)
(Source is the Grim Dimension Tag Values in CP; case-sensitive I believe)
BC Product Option Value Color Swatch From iPaaS (to edit / add Hex Values for Color Options)
BC Shipping Method to iPaaS
*(Add the mappings for the shipping methods stemming from BC; destination is the CP Ship Via Code and Source is the "text description" in BigCommerce on the order for the shipping method):
*(Note: Dynamic Formulas cannot currently be used in translations so if needed; you need to add dynamic formulas to the mapping collection for BC Order Shipping Address to iPaaS and ditch the translation mapping) - Example:
- Mapping Collections – BC
BC Order Header To iPaaS
+ If(CustomerId = 0, "Guest@theredrookqa.com", BillingAddress.Email) -> EmailAddress (Change to client guest customer)
BC Product Add Only From iPaaS – Note: Inventory level mappings are deprecated
Replace Categories mapping to hardcoded formula with manually created BC category ID; example: - IntListFromString('74')
*(not sure what the above means but this dynamic code for categories should be fine):
+ Change default weight value
+ formula -> BrandId
BC Product Variant Add Only From iPaaS - Note: Inventory level mappings are deprecated
+ Change default weight
BC Product Update Only From iPaaS – Note: Inventory level mappings are deprecated
Replace Categories mapping to hardcoded formula with manually created BC category ID; example: - IntListFromString('74')
*( same note as well about categories above)
+ Change default weight value
+ ConvertBrandNameToBCBrandId(GetCustomFieldValue(CustomFields, "iPaaS Brand Custom Field name")) -> BrandId
BC Product Variant Update Only From iPaaS
BC Product Realtime Inventory Updates From iPaaS
BC Product Variant Realtime Inventory Updates From iPaaS
BC Product Category – Collection should be removed or disabled. Full product category support is not a current feature.
*(this should be now false, we can push categories from iPaaS.com to BigCommerce)
BC Customer From iPaaS – Collection should be removed or disabled. Customer upload is not a current feature.
BC Customer Address From iPaaS – Collection should be removed or disabled. Customer address upload is not a current feature.
BC Gift Card From iPaaS (if client is using Gift Cards)
+ Coalesce(CustomerEmail,"support@theredrook.com") -> FromEmail
+ ReceivingCustomerEmail-guest@theredrook.com -> ToEmail
BC Gift Card To iPaaS (if client is using Gift Cards)
+ Gift Card -> Type
BC Deposit Ticket To iPaaS
+ If(CustomerId = 0, "Guest@theredrookqa.com", BillingAddress.Email) -> EmailAddress
BC Gift Card Ticket To iPaaS
+ If(CustomerId = 0, "Guest@theredrookqa.com", BillingAddress.Email) -> EmailAddress
*(Old Tips that No Longer Apply)
- Add static ship method to BC Order (header) Billing Address To iPaaS
- BC deposit ticket - Billing Address To iPaaS delete ship method mapping
Magento
- Mapping Collections – Magento
M2 Order Header Add Only to iPaaS
+ Currently a child mapping collection needs to be added per shipping method like so:
(a "catch all" can also be added if appropriate)
(this is due to unlike BigCommerce, translations for Magento iPaaS Subscriptions cannot reference the Parent Data w/n Mapping Collections)
The Source for the child collection mappings is the CP Ship Via Code to be mapped to and the Mapping Filter references the Description of the Method within the Magento Admin (there may be instances where the API yield of the method description differs from what's in the Admin but that is not very common - always best to check API yield though just in case):