Magento 2.x integration with Accumula takes just a few minutes to setup. You will be able start your Magento Integration after your receive the email indicating that the sync of your point of sale data is complete.
The Magento 2.x platform is still in development. Each release gradually addresses known issues in Magento and adds new functionality.
Note: Due to feature missing in previous releases, integration requires Magento v2.1.3 or higher. Accumula currently supports up to version 2.1.11.
Important: For successful integration please read thoroughly. Be sure to perform each setup step in order.
Existing Magento Stores
For users with existing Magento Stores (contain any non-test products or orders) please read about Existing Store Setup before you proceed with integration setup.
Magento Integration Setup
Setup Sales TaxesTax Setup is critical for Orders to be downloaded successfully. The default Tax Mode for the Accumula Magento Integration is "Match on Tax Code Name", this mode requires that Taxes have the exact same name in each system.American Stores - Goto Sales > Tax > Manage Tax Zones and Rates
The following setup steps apply to the default tax mode in Accumula "Match on Tax Code name". More info about the other Tax Modes can be found here.
Create a Tax Rate for each State your company has locations in. Each Tax Rate Name must match the name of the Sales Tax in Point of Sale exactly (ie. NY Tax or CA Tax). Some default Magento Tax Rates may include a wildcard * that is populated by zip code (ie. US-CA-*-Rate 1). The * will block matching so must be removed from the Tax Rate Name.
Canadian Stores - Goto Sales > Tax > Manage Tax Zones and Rates
Create a Tax Rate for each Canadian Province and set the appropriate rate for each Province. Each province must have a unique Tax Rate whose name matches a unique Sales Tax in Point of Sale (ie. AB, ON, BC, etc). Since Tax values for HST, GST, and PST can vary from province to province, each province must have a unique Tax Rate Name and Rate to ensure that tax calculations are correct on each sale.
Stores in Other Countries using Tax Inclusive Pricing - Follow these instructions for setting up Tax Inclusive Pricing
Provide Magento Configuration Info, if desiredAfter signing up, you will have received an email requesting Magento Configuration Info. If your Magento store already has products in it and you want Accumula to use the same attributes and attribute sets you have used previously, please provide the Magento Configuration Info for your server to Accumula Support before proceeding.
After you receive the email notifying you that sync of your point of sale to Accumula is complete, you will be able to start your Magento Integration by logging into Accumula, navigating to Apps > Magento, and following the instructions to active integration with Magento 2.
Once Magento is enabled, data will start flowing. Accumula will match existing products using the SKU then publish or update any matrices and products set to "Sell on Web/Online" or Tagged with "webstore" to your Magento store. Existing products will be updated based on your data and your settings.