Trellis Docs

Trellis Docs

  • Salsify
  • Infor SX/CSD Integration 1.x
  • Infor SX/CSD Integration 2.x
  • Shopify
  • BigCommerce

›Configuration

Introduction

  • Overview

Setup

  • Step 1: Install Module
  • Step 2: Create Magento OAuth Consumer
  • Step 3: Configure Module
  • Step 4: Expertek Verification

Configuration

  • API Settings
  • Product Settings
  • Inventory Settings
  • Customer Settings
  • Address Settings
  • Quote Settings
  • Order Settings
  • UOM - Units of Measure Settings
  • Manage Cron Timing Settings
  • Surcharges
  • Lumber Assessment
  • B2B Features

    • Companies Settings

Changelog

  • Trellis Expertek SX/CSD Magento Module Changelog
  • Trellis Expertek SX/CSD Magento B2B Module Changelog

Customer Settings

These settings modify the behavior in Magento for syncing customer data. Customer information is uploaded to, and/or downloaded from, SX in various situations depending on the configuration, which is further explained below.

ConfigurationScopeDescription
Customer Base Integration Enabled?WebsiteEnabling this connects Magento Customers with their SX.e customer data.
Customer Ensure Integration Enabled?WebsiteEnsures customers are linked to an existing SX.e customer and if not creates one.
Customer Upgrade Integration Enabled?WebsiteWhen enabled, customer data that changes in Magento is synced back to SX.e.
Customer Download AttributesWebsiteControls which attributes are synced from SX.e to the customer profile in Magento.
← Inventory SettingsAddress Settings →
Docs
SalsifyInfor SX/CSD Integration 1.xInfor SX/CSD Integration 2.xShopify
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