Contact Export

Customer export profile

Customers can be exported to FreeAgent using Contact Export profile. Customers are also exported automatically as part of Invoice and Creditmemo profiles, therefore you can skip setting up this profile if you intend to have invoices and creditmemo profiles setup.

Contact Export Overview

Locate The Profile

  1. On the Admin sidebar, go to SoftCommerce > Profiles > Manage Profiles.
  2. From the list of profiles choose Contact Export [FA].
Configuration
Configuration

General Configuration

  • Name — Edit profile internal name. For example, Contact Export.
  • Profile Type - This selection cannot be edited once the profile has been created. To change profile type ID, the profile needs to be deleted and new one created.
General Configuration
General Configuration

Schedule Configuration

Expand the Schedule Configuration section and do the following:

  • Enable Schedule — Select Yes/No to enable / disable automatic customer export using cron scheduler task.
  • Schedule - Select, create or edit particular schedule task.
  • Process Batch Size - Enter numeric value for process batch size. We recommend setting this to 100.
  • Retry On Error - Select Yes/No to enable / disable the option to re-process failed entries on error.
  • Enable History - Select Yes/No to enable / disable schedule history.
  • View Schedules - Click on view schedule button to view recent schedule history.
Schedule Configuration
Schedule Configuration

Http API Configuration

Expand the Http API Configuration section and do the following:

  • API Behaviour - Select Add/Append or Replace
  • API Collection Size - Enter numeric value for number of items returned per page by API requests. Min: 25. Max: 100.
Add/Append behaviour collects recently updated data, replace behaviour collects all data.
Http API Configuration
Http API Configuration

Store Configuration

Expand the Store Configuration section and do the following:

  • Enable store restriction - Select Yes/No to restrict creditmemo export by store.
  • Store Mapping - Map applicable stores and locales.
    • Store - Select Magento store.
    • Locale - Select applicable locale.
Store Configuration
Store Configuration

Contact Configuration

Expand the Contact Configuration section and do the following:

  • Default Contact Status - Select default status when contact is created.
  • Use Contact Invoice Sequence - Select Yes/No to enable / disable an option to use contact-level invoice sequence.
  • Display Contact Name - Select Yes/No to enable / disable an option to display contact name on the invoice.
  • Default Payment Terms In Days - Enter number of day for default payment terms.
Contact Configuration
Contact Configuration

Event Configuration

Expand the Event Configuration section and do the following:

  • Add New Customer To Export Queue - Select Yes/No to add newly created customers in Magento to export queue.
  • Delete Customers Externally - Select Yes/No to remove customers from PlentyMarkets when customer is deleted in Magento.
Event Configuration
Event Configuration

Log Configuration

Expand the Log Configuration section and do the following:

  • Log request data to file - Select Yes/No to log request data.
  • Log response data to file - Select Yes/No to log response data.
Log Configuration
Log Configuration

Creating New Profile
Contact Import