Sales Credit notes can be imported from FreeAgent to Magento using Creditmemo Import Profile. In addition, you can configure to import customers and their addresses.
Creditmemo Import Overview
- Locate the profile
- General Configuration
- Schedule Configuration
- Http API Configuration
- Store Configuration
- Submission Configuration
- Contact Configuration
- Creditmemo Configuration
- Log Configuration
Locate the profile
- On the Admin sidebar, go to SoftCommerce > Profiles > Manage Profiles.
- From the list of profiles choose Creditmemo Import [FA].
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General Configuration
- Name — Edit profile internal name. For example, Creditmemo Import.
- 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.
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Schedule Configuration
Expand the Schedule Configuration section and do the following:
- Enable Schedule — Select Yes/No to enable / disable automatic Creditmemo import 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.
- Enable History - Select Yes/No to enable / disable schedule history.
- View Schedules - Click on view schedule button to view recent schedule history.
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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.
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Store Configuration
Expand the Store Configuration section and do the following:
- Enable store restriction - Select Yes/No to restrict creditmemo import by store.
- Store Mapping - Map applicable stores and locales.
- Store - Select Magento store.
- Locale - Select applicable locale.
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Submission Configuration
Expand the Submission Configuration section and do the following:
- Allowed Creditmemo Status - Select applicable status to allow creditmemo import.
- Creditmemo Reference Mapping - Select applicable creditmemo reference. Available references: FreeAgent Global Sequencing, Magento Creditmemo ID or Magento Order ID.
- Creditmemo Reference Format - Specify creditmemo reference format. For example, {x}-x represents a creditmemo reference number that begins with prefix, defined as x character wrapped in curly brackets, followed by hyphen sign (-) and Magento nine digit order or creditmemo number (x). Result example: 40-000000033 ([order-id]-[creditmemo-increment-id]). Leave empty if reference includes no prefix and / or suffix.
Creditmemo reference will be used to locate and match existing credit notes in Magento.
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Contact Configuration
Expand the Contact Configuration section and do the following:
- Default Contact Status - Select default status when contact is created.
- Billing Email Mapping - Select applicable email that can be used for contact email when contact is created.
- Display Contact Name - Select Yes/No to enable / disable an option to display contact name on the creditmemo.
- Default Payment Terms In Days - Enter number of day for default payment (refund) terms.
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Creditmemo Configuration
Expand the Creditmemo Configuration section and do the following:
- Default Creditmemo Status - Select default status when creditmemo is created.
- Include Timeslips - Select applicable timeslips that can be displayed on the creditmemo.
- Payment Terms In Days - Enter number of day for default payment (refund) terms. Set to zero to display ‘Due on Receipt’ on the creditmemo.
- Include Comments - Select Yes/No to enable / disable additional text added to the bottom of the creditmemo.
- Send Creditmemo Emails - Select Yes/No to enable / disable an option to email the creditmemo automatically using your default template.
- Omit Logo And Company Address - Select Yes/No to enable / disable an option to omit your logo and company address.
- Display Project Name - Select Yes/No to enable / disable an option to display the project name in the Other Information section.
- EC Status Mapping - Select applicable EC creditmemo’s VAT status for reporting purposes.
- Product Item Type Mapping - Select applicable product item type that’s used to create creditmemo items.
- Shipping Item Type Mapping - Select applicable shipping item type that’s used to create creditmemo items.
- Discount Item Type Mapping - Select applicable discount item type that’s used to create creditmemo items.
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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.
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