After you connect your POS to Accumula our team will assist with connecting your Magento 2.x integration.  The setup process can take just a few minutes, and then your initial sync will begin.

Important: For successful integration please read thoroughly. Be sure to perform each setup step in order.

Version Requirements Magento 2 v2.3.4 Magento 2 v2.3.5 Magento 2 v2.3.6 Magento 2 v2.4.0 Magento 2 v2.4.1 Magento 2 v2.4.2 Newer version? Please check with our team.

Note on Version Support

Early versions of Magento 2.x went through rapid changes.  Many of the Magento platform releases prior to Magento 2.3.4 are not backwards compatible, and as a result we've optimized the integration for the Magento 2 versions listed above.  Recent releases bring welcome improvements to speed and stability.

• Each release gradually addresses known issues in Magento and adds new functionality.
• Existing integration clients can continue to use their existing Magento 2 version.
• Versions prior to 2.3.4 are not supported for new integration accounts.

Existing Magento 2 Stores

For users with existing Magento 2 stores containing any non-test products or orders, please read our Existing Store Setup guide before you proceed with integration setup.

Magento 2 Integration Setup

Setup Sales Taxes

The default Tax Mode for Magento 2 integration is "Match on Tax Code Name".  In this mode taxes must have the exact same name in each system.  The following setup steps apply to the default mode.  More information about other Tax Modes can be found here.

Important: Heartland Retail users will still need to setup taxes in Magento 2, but do not need to worry about matching them against POS.

American Stores

1. Navigate to Stores > Tax Zones and Rates
2. Create a Tax Identifier for each State your company has locations in.
3. Each Tax Identifier must match the name of the Sales Tax in Point of Sale Exactly.  IE: "NY Tax" or "CA Tax". 
4. Ensures the Tax Identifiers apply to orders appropriately by configuring your Tax Rules found by navigating to Stores > Tax Rules.

Canadian Stores

1. Navigate to Stores > Tax Zones and Rates
2. Create a Tax Identifier for each Province your company has locations in.
3. Each Tax Identifier must match the name of the Sales Tax in Point of Sale Exactly.  IE: "BC Tax" or "ON Tax". 
4. Ensures the Tax Identifiers apply to orders appropriately by configuring your Tax Rules found by navigating to Stores > Tax Rules.

Note: It is critical that each province have a unique Tax Identifier and rates to ensure calculations are correct on each order.

Important Notes For All Stores

• The * symbol cannot be supported via the Magento 2 API and will cause tax inconsistencies if used.
• We are not local tax experts.  Your local and regional tax laws may be different.  Please refer to your local tax expert for any questions regarding the regions and rates you need to setup taxes for.

Stores in Countries using Tax Inclusive Pricing

• Follow These instructions: Tax Inclusive Pricing Setup

Start Syncing

After you receive an email notifying you that sync from your point of sale to Accumula is complete, contact your onboarding specialist for assistance with connecting the integration to your Magento 2 server. You can contact them via any existing requests, or create a new one at this link.

Once your integration is started by your specialist data will start flowing.  New Products will be sent to Magento 2 accordingly:

• Lightspeed Retail: Items and Matrices are tagged "accumula"
• Heartland Retail: Items and Grids are tagged "accumula"
• Lightspeed Onsite: Products and Matrices are set to "sell online"