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    BigCommerce Salesforce Connector

    BigCommerce Salesforce Connector: BigCommerce and Salesforce Integration is taking e-Commerce & CRM platform to new heights. Now dealing with e-Commerce unlimited data is much easier than ever before. It is acting as a bridge between BigCommerce and Salesforce and enhancing features of e-commerce and CRM platform with the concept of service first approach. With the help of this application, admin can easily synchronize Customers, Categories, Products, and orders to Salesforce CRM which will help them to track sales and growth trends. The connector has the facility of real time synchronization for Customer, Category, Product and Order.

    Note : Application required to install in Salesforce Org : eShopSync For BigCommerce

    Features Overview

    Connector Features

    • Provides unified Salesforce platform to manage both e-Commerce and CRM data.
    • Synchronize e-Commerce data at Salesforce end to avail CRM benefits.
    • Salesforce Centric configuration concept to avail hassle free environment.
    • Synchronization of Categories from BigCommerce to Salesforce end.
    • Orders and Products synchronization to manage Inventory effectively.
    • Customers synchronization as Accounts and Contacts at Salesforce end.
    • Guest Checkout synchronization with complete User & Orders details.
    • Interactive design with user interface at Salesforce end adding on effective data utilization
    • Provides Real-time Synchronization of Categories, Product, Customer and Order.

    How to Configure

    Pre-Configuration settings

    Once you install “eShopSync For BigCommerce” from AppExchange. Go to Setup | Customize | Accounts | Fields | Check Custom fields created by eShopSync for BigCommerce

    1. Click Bigcomm Email ID.

    2. Click View Field Accessibility.   3. Click Hidden.  4. Check mark Visible for Profile and Page Layout and click Save.

    • Follow same steps to update field accessibility for all custom fields created by eShopSync ForBigCommerce on Accounts, Contacts, Orders, Order Products, and Products.

    5. Create a site

    Steps:

    •  Go to quick find box and type site, after that click on site.

    • Click on New.

    • Add details and click on Save.

    Configuration @ BigCommerce End

    1. Login to BigCommerce Admin panel. Go to Advanced Settings.2. Click API Accounts.3. Click Create API Account.4. Enter API Account Name.
    5. Choose Read Only option as shown below.
    6. Click Save.
    7. Make a note of all mentioned API credentials on the screen.

    Configuration @ Salesforce End

    1. Login to Salesforce and go to eShopSync For BigCommerce from the drop-down.

    2. Click on BigCommerce Salesforce Connector tab.

    3. In Configuration section, enter the API Credentials downloaded in the doc file as shown below.
    4. Choose the appropriate Price Book to list synced product with the corresponding pricing.

    5. Select an appropriate site

    6. Click Save to establish the connection.

    Lightning Configuration

    1. Go to App Menu| Click on eshopsync for Bigcommerce
    2. Click here for set up & Configuration
    3. Fill the required details
    4. In the Object settings, there is an option of Variant as a product by enabling its feature. All the variants under the Products in Bigcommerce would synchronize as a specific product at the Salesforce end.

    5.  This section will be visible on the field mapping page and  The purpose of the section is to select the product name format but only when variant as the product is checked.

    6. You can Mapp the standard fields of Bigcommerce to the Salesforce end with the compatible data type.This completes the installation and setup process of the connector. Now, you may proceed to sync Categories, Products, Customers, Orders, and opportunities

    Synchronization Process

    • Categories Synchronization: Click Categories

    1. Click Import to start sync process.

    2. Click Refresh to display the synced Categories on the current page.

    3. To search any Category by Category Name.
    4. Filter Categories for Salesforce/ BigCommerce/ All Categories.
    5. Extend the number of Categories visible per page.
    6. To add new Category manually.
    7. To Delete multiple selected Categories.

    • Products Synchronization: Click Products

    1.  Click Import to start sync process.

    2.  Click Refresh to display the synced Products on the current page.

    3. To search any product by Product Name.
    4. Extend the number of products visible per page.
    5. Filter Products on the basis of specific Categories.
    6. Filter Products for Salesforce/ BigCommerce/ All Products.
    7. Filter Products based upon available Price Books.
    8. To add Products manually.
    9. To Delete multiple selected products.
    10. Expand Filter options.

    • Customers Synchronization: Click Customers

    1. Click Import to start sync process.

    2. Click Refresh to display the synced Customers on the current page.


    3. To search any customer by Customer Name.
    4. Filter Customers for Salesforce/ BigCommerce/ All Customers.
    5. Extend the number of Customers visible per page.
    6. To add Customers manually.
    7. To Delete multiple selected Customers.

    • Order Synchronization: Click Orders

    1. Click Import to start sync process.

    2. Click Refresh to display the synced Orders on the current page.

    3. To search any Order by Order Number.
    4. Filter Orders for Salesforce/ BigCommerce/ All Orders.
    5. Extend the number of Orders visible per page.
    6. To add Orders manually.
    7. To Delete multiple selected Orders.

    Support

    Current Product Version - 1.3.0

    . . .

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