Sales Invoices can be imported from FreeAgent to Magento using Invoice Import Profile. In addition, you can configure to import contacts and their addresses.
Invoice Import Overview
- Locate the profile
- General Configuration
- Schedule Configuration
- Http API Configuration
- Store Configuration
- Submission Configuration
- Invoice Configuration
- Payment Configuration
- Log Configuration
Locate the profile
- On the Admin sidebar, go to SoftCommerce > Profiles > Manage Profiles.
- From the list of profiles choose Invoice Import [FA].
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General Configuration
- Name — Edit profile internal name. For example, Invoice 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 Invoice 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 export 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 Invoice Status - Select applicable status to allow invoice import.
- Invoice Reference Mapping - Select applicable invoice reference. Available references: FreeAgent Global Sequencing, Magento Invoice ID or Magento Order ID.
- Invoice Reference Format - Specify invoice reference format. For example, {x}-x represents an invoice reference number that begins with prefix, defined as x character wrapped in curly brackets, followed by hyphen sign (-) and Magento nine digit order or invoice number (x). Result example: 40-000000033 ([order-id]-[invoice-increment-id]). Leave empty if reference includes no prefix and / or suffix.
Invoice reference will be used to locate and match existing invoices in Magento.
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Invoice Configuration
Expand the Invoice Configuration section and do the following:
- Status Mapping - Map applicable statuses that will be used to create an invoice in Magento.
- Product Item Type Mapping - Select applicable product item type that’s used to create invoice items.
- Shipping Item Type Mapping - Select applicable shipping item type that’s used to create invoice items.
- Discount Item Type Mapping - Select applicable discount item type that’s used to create invoice items.
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Payment Configuration
Expand the Payment Configuration section and do the following:
- Payment Mapping - Map applicable payment methods to capture case methods. This is used to process payments and refunds.
- Payment Method - Select Magento payment method.
- Custom Method - Enter custom Magento payment method if one doesn’t exist in drop-down list.
- Capture Case - Select Magento capture case method.
Capture cases are used to manage payment processing.
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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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