CPMagento – CounterPoint SQL and Magento eCommerce Interface

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CPOrderMakerMagento – CounterPoint and Magento Order Interface Program
Multiple Magento eCommerce Websites can be imported into multiple CounterPoint Web Stores or into the same Store
Note: A license is required for each domain name being used

Automatic Customer Creation – Customers are created in CounterPoint with billing and shipping information identifying new customers by their email address

Automatic Assinging of Existing Customers – Exiting customers in CounterPoint are assigned to an imported order when a matching email address is found

Mapping State Names – State Names are automatically converted to abbreviations (ex: New York formatted to NY)

Custom State Name mapping tables are prepopulated for USA and Canada, but also allow the ability to abbreviate any international state names

Phone numbers are formatted (ex: 5187830222 formatted to: 518-783-0222)

Orders are populated with customer bill to and ship to information

Magento Gift Messages are imported as CounterPoint Order Note (Note: Magento API only provides Gift Message Body text. Gift Message To and From fields are not available, but can still be seen on Order Email that is received from Magento)

Order Deposit transactionsare created automatically

Deposit Tickets will be assigned to an active drawer session for the eCommerce drawer specified, otherwise the eCommerce drawer will be auto-activated

Magento Order numbers are used as CounterPoint Order Numbers for easy identification

Duplicate Order Checking – If a duplicate order number is found in CounterPoint’s Open orders or order history tables the OrderImport will skip over that order and record the duplicate order number in the log file

Order Importing Batching – Order import batch sizes can be specified to limit the number of orders imported during a single import process. This is extremely helpful when attempting to import a large number of orders. (For example: one customer had 2000+ orders from CyberMonday which they were able to successfully import by using a batch size limit of 100 orders)

Tax Codes- Tax codes can be specified for taxable and non-taxable sales (For example: Taxable sales use tax code “MAGENTO”. Non-taxable sales use “OST”)

For complicated tax calculations in Magento we recommend using AvaTax from Avalara

Shipping Charges are imported into the Misc Charge 1 field

Shipping Methods - All Ship Via methods can be imported including UPS, Fedex, Customer Pick-up, Flat Rate, etc

Custom Shipping Method Mapping tables can be used to map any shipping method from Magento to a valid Ship-Via code in CounterPoint SQL

Order Discounts are imported into the Misc Charge 5 field

Note: Credit Card Information can NOT be transferred from Magento to CounterPoint due to security restrictions of PCI compliance

Future Development Plans

• Email Error Notification – Emails will be sent automatically including any order import error messages such as “Item number does not exist in CounterPoint”
• In Beta Testing - Tracking number that is attached to an order in CounterPoint will be uploaded back to Magento
• In Beta Testing – If using Gift Cards in Magento  there is an add-on module for CPOrderMaker that must be purchased.
  • The SKU number for the gift card must match a valid Gift Certificate Code in CounterPoint (ex: SKU – GC or GC10 or GC50)
  • Magento Community Edition requires the use of Unigry’s uGfitCert Module
  • http://www.unirgy.com/products/ugiftcert/

Requirements:

• CounterPoint SQL:  8.3.9, 8.4.4
• Magento Community Edition:  1.5.1, 1.6.0, 1.6.1+ (older versions are not compatible due to changes in Magento’s API)
• MagentoGo  is compatible for functions that use Magento’s API. Direct database connectivity for functions such as quantity synchronization is not available due to the restricted nature of MagentoGo (note: future development plans are to support quantity updates through the Magento’s Inventory API)
• Tested on SQL Server 2005, 2008, 2008R2 Express, Workgroup, Standard
• Tested on Windows XP, Windows 7 x64, Windows Server 2003, Windows Server 2008R2 x64

MagneticOne Store Manager for Magento:  *This 3rd party program is required for creating new products in Magento that come from CounterPoint SQL Licensing is based on the number of computers and the version of Magento (Community/Professional/Enterprise) Update service is recommended for receiving all new versions that are released Import/Export Products Import/Export Categories Import/Export Custom Options Import/Export Attribute Sets

MagneticOne Automated Product Import Addon for Magento Store Manager: Automated Product Import addon allows you to automate the product import from CounterPoint SQL into your store on a scheduled basis.Note: Add-on requires Magento Store Manager

Magento eCommerce Interface v6.8 for CounterPoint SQL has been released on December 12, 2011

• Deposit Ticket Date and Order Date now use the date the order was placed in Magento instead of the date the order was imported into CounterPoint
• Optional Batch settings added to control the number of orders that are imported per execution.
• Order import looping has been added which will allow orders without errors to be imported even though there might be orders in the batch with errors
• Inventory Commitment issues for Gridded Items has been resolved

Magento eCommerce Interface v5.3 for CounterPoint SQL has been released on September 22, 2011

• Drawer Session in CounterPoint is now activated automatically if there are no active drawer sessions for the drawer that orders are being imported into
• Improved logging of shipping methods. Order Import log now contains the full Magento Shipping description to aid in adding support for custom shipping methods
• Inventory Commitment issue has been resolved
• Discounts support has been added for CounterPoint SQL 8.4.4
• Additional enhancements have been made to support the importing of alternate unit items on orders.

Magento eCommerce Interface v4.5 for CounterPoint SQL has been released on August 4, 2011

• Added support for importing USPS shipping methods and mapping them to CounterPoint Ship-Via Codes
• Added support for CounterPoint SQL 8.4.4
• Now populating Order lines with Item Unit Weight and Extended Weight

Magento eCommerce Interface v3.8 for CounterPoint SQL has been released on May 25, 2011

• Supports the importing of FedEx Shipping Methods
• FedEx shipping methods: Priority Overnight, Standard Overnight, 2-day, Express Save and Ground can be mapped to CounterPoint Ship-Via Codes through Ecommerce Control
• Notification message has been removed that no active drawer session was found
• Order Deposit Tickets have been assigned to drawer session 1 when no active drawer session found

Magento eCommerce Interface v3.7 for CounterPoint SQL has been released on May 18, 2011

• Duplicate Order Checking has been added that compares the Magento Order Number with orders that have already been imported to help prevent duplicate order imports
• Orders that are cancelled in CounterPoint are now cancelled in Magento the next time CPOrderMakerMagento is executed
• Deposit tickets are assigned to an active drawer session. If it doesn’t find one, you will see a message in the console window that reads “No open drawers found for this store”
• Only compatible with Magento version 1.5.1 or higher due to changes in Magento’s API

Magento eCommerce Interface v3.6 for CounterPoint SQL has been released on May 17, 2011

• Added functionality to CPOrderMakerMagento GUI to determine whether or not you want to commit the insert transactions in CounterPoint. If unchecked, no data will be inserted, but is a good method for troubleshooting any errors that would have occurred when inserting the records.
• Another checkbox was added to the GUI that allows you to log all of the item properties of the API to a file
• Fixed a bug with the Shipping Method Import routine

Magento eCommerce Interface v3.4 for CounterPoint SQL has been released on May 6, 2011

• Tracking Number Upload from CounterPoint to Magento for UPS has been added. This will create the shipment transaction in Magento and append the tracking number to the shipment.
• The Ecommerce Order Last Publish Date in CounterPoint is updated with the date that the tracking number was uploaded

Magento eCommerce Interface v3.2 for CounterPoint SQL has been released on April 26, 2011

• Fixed Bug – Miscellaneous charge has been removed from order deposit ticket
• “Flatrate_f” Magento shipping method converted to “FLAT RATE”
• Fixed Bug: Correct “Bill To Name” now applied to order when different than Ship To Name
• Magento Order number is no longer applied to PS_DOC_HDR
• PS_DOC_HDR_ORIG_DOC table is updated
• Fixed bug with shipvia code when checking if length is greater than 10 characters

Magento eCommerce Interface v2.3 for CounterPoint SQL has been released on October 29, 2010

• Automatically Import Orders and Customers using Magento’s API Interface
• Changes Magento Order Status from Processing to Processed and sends email confirmation to customer “Your order has been processed successfully. You will receive a shipping confirmation shortly.”
• Import from multiple Magento eCommerce websites into multiple CounterPoint databases
• Handles Normal and Gridded Items, Shipping Charges, Taxes, Customer Bill-To and Ship-To Addresses
• Creates new customers in CounterPoint with Bill-To and Ship-To or selects existing customers based on email address
• Automatically maps State Names to abbreviations (ex: New York mapped to: NY)
• Formats Phone numbers (ex: 5189867890 formatted to: 518-986-7890)
• Parses long addresses into Address 1 and 2 fields

Magento Orders are created in CounterPoint ready to be Batched Released or Interfaced with UPS Worldship