Magento 2.0 (Adobe Commerce) customers, sales, and refunds
Once your Magento 2.0 (Adobe Commerce) integration is connected, Cin7 Core can download customers and orders from Magento, push fulfillment updates back to Magento, and capture refunds.
You can also manage your Magento product catalog and configure Magento settings including payment account mapping, tax rules, and order capture behavior.
Before you start
Connect to Magento 2.0 (Adobe Commerce) (required)
Configure Magento settings (required)
Integration: eCommerce - Magento2user permission
Download customers
To download customers from Magento to Cin7 Core, go to the Catalog tab and select Download and then Customers.
This function downloads all customers from Magento to Cin7 Core. If the customer already exists in Cin7 Core, this function updates any details that have been changed in Magento. As Cin7 Core automatically creates customers when processing sales orders (if No consolidation is selected), this function is generally only used for testing purposes.
This function creates a customer in Cin7 Core with contact, billing, and business addresses captured from Magento. You can't upload customers from Cin7 Core to Magento.
Customer field mapping
Cin7 Core |
Magento 2 |
|---|---|
BillingAddress |
Addresses (DefaultBilling) country_id, region.region, BillingAddressLine1, Street, Postcode, City |
ShippingAddress |
Addresses (DefaultShipping) country_id, region.region, BillingAddressLine1, Street, Postcode, City |
Name, Contact |
firstname + lastname |
Fax |
Fax |
Phone |
Telephone |
JobTitle |
extension_attributes.company_attributes.job_title |
Download orders
Cin7 Core loads most orders from Magento automatically. You can also load orders manually. Orders loaded from Magento will remain in the Pending orders section until they are processed by Cin7 Core. Stock is allocated immediately, reducing the available quantity.
Load orders automatically
When a Magento store is connected to Cin7 Core, automatic notifications are triggered whenever a Magento order is Created, Canceled, or Deleted, or changes in status.
According to your order capture settings, Cin7 Core automatically captures an order from Magento when the order is created, paid, processing, complete, or closed. It then stores the order in the Pending orders section. Cin7 Core can take up to 10 minutes to pick up an order, because Magento may send notifications with some delay.
If Daily consolidation is selected, the orders will stay in Pending orders until the Consolidation time, when they will be processed as a single consolidated sale order in Cin7 Core.
If No consolidation is selected, the orders will be processed into sales automatically in Cin7 Core within a few minutes.
Load orders manually
Most orders load automatically from Magento. You may need to load orders manually if you want to:
Test the integration
Reload orders after loading was turned off temporarily
Reload orders after changing your order capture setting
Reload an order you previously loaded and deleted
In your Magento integration, go to the Pending orders section.
Select Load orders, which will open a pop-up window.
Select a date to load all orders from that date onwards.
Select Load from Magento to start. This operation can take some time. You can safely close the pop-up window and leave it to run in the background. Magento allows manual downloading of orders up to 1 year old.
View pending orders
Orders captured from Magento are stored in the Pending orders section before being converted to sales in Cin7 Core.
Select the Pending orders tab of your Magento integration.
Process orders
Processing a pending order converts it into a sale order in Cin7 Core. See Order field mapping for how order fields in Magento are mapped to sale order fields in Cin7 Core.
You can view all processed orders in the Log section. If an order already has an entry in the log (was imported previously), it will not be processed again. This guarantees that no duplicate sales will be created by Cin7 Core. This also means we do not capture changes made to orders after they are downloaded to Cin7 Core.
When processing orders, the logic is the same as that of the Cin7 Core UI. Dropshipping, kitting, and other important scenarios are implemented in the same way. Products that are optionally dropshipped in Cin7 Core will always be dropshipped if sold from Magento.
All line items are captured together with quantities, prices, and totals. Cin7 Core applies total order discounts and additional charges to the whole order, not line by line. This reduces the chance of discrepancies. Shipping and handling are saved as additional charges in the invoice.
Cin7 Core will apply captured payments to the associated sale invoice if payment accounts are mapped and the invoice is authorized.
Process orders automatically
Pending orders are usually processed automatically into sale orders in Cin7 Core.
If No consolidation is selected, the orders will be processed into sales automatically in Cin7 Core within a few minutes.
If Daily consolidation is selected, the orders will stay in Pending orders until the Consolidation time, when they will be processed as a single consolidated sale order in Cin7 Core.
Process orders manually
Cin7 Core automatically converts pending orders into sale orders, either within a few minutes for unconsolidated orders or once a day for consolidated orders. However, you can manually process pending orders at any time.
In your Magento integration, go to the Pending orders section.
Select Process. This will convert any pending orders into individual sale orders in Cin7 Core regardless of order consolidation settings.
Orders, refunds, and payments mapping
Orders and sales
Cin7 Core |
Magento 2 |
|---|---|
Discounts, amounts, tax amounts |
Calculated from many fields in Magento2 respecting integration logic |
Customer and Customer Details (Contact, Phone, Email) |
If Use Company as a Customer is disabled:
If Company name (optional) as a Customer is enabled:
|
Billing Address, Contact |
|
Shipping Address, Contact |
|
Terms |
Default payment terms (go to Settings, then Reference books, then Payment Terms). |
Sales Rep |
|
Account |
|
Tax Rules |
Will be set according to Tax Rule Mapping in Magento2 settings. |
Location |
|
Ship to Company |
Company name from Magento2 if provided. |
Ship to Contact |
Customer contact name from Magento2 if provided. |
Carrier/Service |
Magento2 carrier information will be used. If no Magento2 carrier information is provided, Local Pickup will be used. |
OrderID |
IncrementId |
CustomerReference, CustomerNote, ShippingNotes |
StatusHistories + ExtensionAttributes.GiftMessage.Message |
Date |
CreatedAt |
Currency |
OrderCurrencyCode |
Order lines |
Items including prices, taxes, quantities respecting type of Magento2 order: Bundle, family, Configurable and so on |
Refunds and credit memo
Cin7 Core refund/credit memo |
Magento 2 fields from CreditMemo |
|---|---|
Date |
CreatedAt |
CustomerNote |
Comments (into one string) |
RefundID, RefundNumber |
IncrementId |
Payments |
Payments using similar mapping as below |
Lines (separate lines for several sources) |
Combination of ShippingTaxAmount, ShippingAmount, AdjustmentNegative, AdjustmentPositive DiscountTaxCompensationAmount, DiscountAmount Items: TaxAmount, RowTotal, TotalPerLine, Qty, Quantity, SKU |
Payments
Cin7 Core payment field |
Magento 2 payment information |
|---|---|
PaymentProcessorID |
Payment.Method |
Reference |
IncrementId |
ID |
Payment.EntityId |
Amount |
TotalPaid |
Date |
CreatedAt from last of history items |
Fulfill Magento orders
When you fulfill an order in Cin7 Core, Cin7 Core downloads the order according to your fulfillment processing mode. You may need to complete the pick, pack, and ship stages manually.
When a shipment is authorized in Cin7 Core and the carrier is specified, Cin7 Core will try to create order shipment information in Magento. This will only work in the No consolidation processing mode.
Only one fulfillment is pushed to Magento. If the order has multiple fulfillments in Cin7 Core, only the first fulfillment information is sent to Magento.
Cancel or delete an order in Magento
When a Magento order is canceled or deleted, Cin7 Core automatically finds and voids the corresponding sale task, if created, or removes an associated pending order if the order has not yet been processed.
View order log
Magento orders that have successfully been converted to a sale in Cin7 Core receive an entry in the Log. If an order already has an entry in the log (was imported previously), it will not be processed again. This guarantees that no duplicate sales will be created by Cin7 Core.
Select the Log tab of your Magento integration.
Use X Delete to remove a log entry. Deleting a log entry will not void or delete its associated sale.
Reload an order
If for any reason you need to reload an order from Magento, Cin7 Core allows loading historical sales data a maximum of 1 year old.
Void the sale. A record of this will be kept in Cin7 Core for reconciliation purposes, but the transactional data will be deleted.
Return to the Magento integration Log tab and delete the log entry. This will allow the order to be recaptured from Magento.
Go to Pending orders and select Load orders, making sure to set the date before the order to reload was made.
Refunds
Cin7 Core captures refunds from Magento. Cin7 Core will then capture the refund and returns/restocks and apply them to the associated sale task.
Submit returns request via RMA portal
Customers can submit returns requests via Cin7 Core RMA portal if your organization's subscription has this feature, allowing customers to initiate the Cin7 Core RMA workflow, and view the status of their returns. This includes sales processed through connected eCommerce channels.
Any Cin7 Core customer can submit a returns request via the RMA portal with an order number or invoice number and email address by accessing the relevant URL. We recommend adding the RMA portal URL to your default sale email template sent to customers. See detailed instructions at RMA portal for returns requests.
Refunds and restocks processed in this way are not automatically exported to the eCommerce channel, and have to be manually updated within the channel. You may prefer to use the returns workflow offered by Magento if you do not need the additional RMA workflow features in Core.
Refunds for sales predating integration with Cin7 Core
Merchants with eCommerce channels occasionally have to process returns or refunds for a sale that predates integration of the eCommerce channel with Cin7 Core.
Sales and refund information is imported automatically from the eCommerce channel to Cin7 Core, but can also be manually imported via the Cin7 Core web portal. Historical refunds and returns are handled differently for each case.
Automatic import: Cin7 Core checks the sale order date against the date of integration with the eCommerce channel. If the sale order date predates the date of integration, credit note and refund are imported without the corresponding historical sale task.
A sale is created without order lines or invoice lines.
The Credit note tab shows refunded items, and if a refund was processed in the eCommerce channel it will be captured on this tab.
The Restock tab is left empty and no stock adjustments are made.
Manual import: Manually loading orders from Magento functions in the same way whether the sale took place before or after integration with Cin7 Core.
From the Pending orders tab, select Load orders and choose a date to load sales, including historical sales as pending orders. Process the sale associated with the refund.
The sale order will have order, invoice, pick, pack, and ship lines. It will also have credit note and restock lines.
You need to perform a manual stock adjustment to correct any discrepancies from the refund.