Preparation

You will need to set up the Magento API credentials in your website admin panel before you start. See our guide to doing this here. 

Creating the Sales Channel

Launch the New Sales Channel Wizard via Channels > New, and select Magento. Then click Next. 

The wizard will take you through the necessary steps to create your channel. Most options can be later amended via Channels > Edit, except for Site Version, which you should ensure is set to Version 2.

Depending on your site configuration, you will either enter an API username and password or tick the box for Use Access Token, and enter your Magento access token. If you don't already have them, you can find out how to obtain these details in our Magento 2 API credentials guide.

Marketplace Details

Enter a name for the Sales Channel (max. 50 characters). This is a label purely for you to identify the channel and can be amended at any time.

Each Magento connection downloads orders in a single currency; downloading orders in multiple currencies from the same site requires multiple Sales Channels to be set up. Choose your Site Currency from the drop-down. 

Site Version to Version 2.

API Connection Details

Complete your API URL, API User Name and API Password. We recommend copying and pasting the credentials to avoid any typos. The API URL is your homepage, although you will need to add /soap at the end, e.g. https://m2.tradebox.uk.com/soap

Click Test Connection to check that Tradebox can connect with the Magento API. Once the test is successful, click Next to continue.

Customer Groups

Tradebox can filter orders by Magento customer group. Choose which you groups you wish to download orders from; if you wish to download all orders then tick Download against all customer groups in this screen. Ticking both the Download and On Hold boxes will place all orders from that customer group on hold – no further action (e.g. despatching, posting to accounts) will be performed until you change the status of the order after download via Orders > Actions > Change Status. Click Next.

Order Statuses

On the next screen, Tradebox will automatically retrieve order statuses from Magento. It does this by checking statuses on the last 10 days' worth of Magento orders, so the process can take a little time. Once it has populated the list, you can choose which statuses available on Magento you want to download, and map them to Tradebox statuses. If there are any that don't appear in the list which you want to download, you can add them after the channel has been set up, within the Statuses section of the channel. 

Click Next.

Filters

The Order Number Prefix can be set to filter orders if you have several different websites running through the same Magento admin panel. By default (0) it will download all orders, but can be set to download only orders starting with the number entered.

Product Details

Product Prices are Net should be ticked if your product prices present as net (without tax) on Magento. 

Map Existing Product Records will only appear if your stock control method is set to Tradebox. This setting will create mappings for your existing products within the Magento channel.

Import Products from Inventory will also only appear if your stock control method is set to Tradebox. Ticking this will import all of your Magento products into your Tradebox product list. This can also be done at a later date by going to Products, clicking the Actions menu, and choosing Import Products.

Orders

Upgraded From Magento 1 should be selected if you have upgraded your site from an existing Magento 1 installation and you've carried across your order history. Entering the latest order number that was placed on the Magento 1 site will allow you to avoid duplication of orders between your Magento 1 and Magento 2 channels in Tradebox.

Click Finish.

If you are connecting Tradebox to your accounts package, you will then be prompted to set up an accounts link. For information on how to do that, see our guides for:

Sage 50

or

Xero

Once the Sales Channel wizard is complete you can add more settings and adjust existing settings inside the channel record. See the Channel Configuration article for more information.