BigCommerce B2B Edition

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BigCommerce Integration

This guide shows you how to sync data between BigCommerce B2B Edition and your ERP through BlueSnap AR Automation. For details about our BigCommerce solution, see BigCommerce Setup.

Connect your BigCommerce B2B Edition account to BlueSnap AR Automation's robust invoicing platform so you can automatically sync customers and invoices from your enterprise resource planning (ERP) system to BigCommerce B2B, and sync payments from BigCommerce B2B to your ERP system.

To connect BigCommerce B2B to your ERP, you must set BlueSnap as your payment gateway. Then, you can configure BlueSnap AR Automation to connect BigCommerce B2B Edition to any ERP that integrates with BlueSnap AR Automation:

• Microsoft Business Central
• NetSuite
• QuickBooks
• Sage-Intacct
• Xero

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Note

You can sync data between BlueSnap AR Automation and BigCommerce B2B without an ERP. In addition to BlueSnap AR Automation's native billing tools, additional data sources like CSV Import files and our API are supported.

Prerequisites

Before you can sync your data between AR Automation and BigCommerce B2B, you must complete the following:

1. Sign up for both a BigCommerce and BigCommerce B2B Edition account.
2. Sign up for a BlueSnap account.
3. Activate BigCommerce B2B Edition in BigCommerce. If you purchased a new store with B2B Edition included, it is automatically active in your control panel. To provision B2B Edition in an existing Enterprise store, contact your BigCommerce Customer Success Manager.
   If you do not have a BigCommerce Customer Success Manager, contact the BigCommerce Sales team, or email the Upgrades team at [email protected].
4. Complete BigCommerce Setup to set BlueSnap as your payment gateway in BigCommerce.

After you complete these steps, review the data synchronization overview and then connect BigCommerce B2B to AR Automation.

Data Synchronization Overview

This table summarizes the synchronization flow between systems:

The following sections describe each data type in the synchronization flow in detail:

Customers

Customers are synced one-way from BlueSnap AR Automation to BigCommerce B2B.

Each customer record is synced only once. After the records are synced, any updates to a customer record—such as an email or address change—are not synced to BigCommerce B2B.

Company status in BigCommerce B2B is set based on your preference (Pending or Approved). Pending companies must be manually reviewed and approved in BigCommerce.

Invoices

Invoices are synced one-way from BlueSnap AR Automation to BigCommerce B2B.

Invoices are matched by Invoice Number:

• If a match exists, the invoice is linked.
• If there is no match, a new invoice is created in BigCommerce B2B.

Invoices are re-synced and updated if changes are made. For example, if there is a change to the invoice amount or date.

Payments

Payments are synced bidirectionally between BlueSnap AR Automation to BigCommerce B2B.

When a payment is made in BigCommerce B2B, it is synced to the ERP through BlueSnap AR Automation. BlueSnap AR Automation matches the payment to an existing invoice with the following:

• Invoice Number
• Customer ID

Payments from ERP/AR Automation to BigCommerce

When a payment is recorded in BlueSnap AR Automation or your ERP, it is synced to BigCommerce B2B to keep both platforms aligned. BigCommerce B2B reflects the payments status on the related invoice.

Sync Order and Data Flow

Customer, invoice, and payments data are synchronized approximately every two hours in a defined order to ensure accuracy between the systems. The integration follows a two-phase approach:

Phase 1: Sync Data from ERP to BlueSnap AR Automation

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Note

Data export from ERP to BlueSnap AR Automation must complete before syncing anything to BigCommerce B2B.

To begin, BlueSnap AR Automation pulls all relevant records from your ERP system:

1. Customers — BlueSnap AR Automation exports customer records from your ERP.
2. Invoices — After customer data is loaded, BlueSnap AR Automation exports invoices from the ERP.
3. Payments — Finally, payment data is exported from the ERP into BlueSnap AR Automation.

Phase 2: Sync Data from AR Automation to BigCommerce B2B Edition

When all ERP data is exported into BlueSnap AR Automation, the system begins syncing to BigCommerce B2B in the following order:

1. Customer sync — BlueSnap AR Automation maps customer records between ERP and BigCommerce B2B using the customer's External ERP ID selected in Preferences. If customer sync is enabled in Preferences, BlueSnap AR Automation pushes the customer to BigCommerce and creates a corresponding Company account.
2. Invoice sync — Invoices are matched and pushed to BigCommerce B2B under the correct companies.
3. Payments sync — First,, payment records are synced from BlueSnap AR Automation to BigCommerce B2B. Next, payments received in BigCommerce B2B are synced to BlueSnap AR Automation and your ERP.

Connecting BigCommerce B2B Edition and AR Automation

1. In BlueSnap AR Automation, go to Accounts > E-Commerce.
2. Select Connect under the BigCommerce B2B logo.
3. Enter your BigCommerce B2B API Key to establish the connection.

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   If the connection fails, a descriptive error message such as "Invalid credentials" displays.

4. After you're connected, configure your Integration preferences in Preferences page under the E-Commerce tab.

Selecting E-Commerce Preferences

After you connect BigCommerce B2B to AR Automation, set your preferences to manage which Invoices and Payments you sync.

By default, only open invoices and payments for BigCommerce B2B Company accounts with a matching entry in your ERP will sync. You must select the External Customer ID Field in BigCommerce B2B that contains the customer's ERP ID to match a Customer account.

New Company accounts that you create in BigCommerce B2B must have a valid ERP ID. After a Company account is created in BigCommerce B2B, the Company account is matched to your ERP Customers during the next scheduled sync.

Sync Paid Invoices

Select Enable paid invoices sync from AR Automation to BigCommerce to sync paid invoices to BigCommerce B2B. By default, only unpaid invoices from BlueSnap AR Automation to BigCommerce will sync. Selecting this setting lets you view your full invoicing history.

Sync Customers

1. Select Enable customer sync from AR Automation to BigCommerce to create customers in BigCommerce B2B that do not have a matching External ERP ID. This applies to customers created when you establish the connection and new Customers created in the ERP system.
2. Select a value for Company Default Status in BigCommerce.
   You can sync Customers to BigCommerce B2B as Pending or Approved. You must manually approve a Pending Company in BigCommerce B2B before you can access their account.
3. Use the External Customer ID field dropdown to select a BigCommerce B2B field that contains an ERP ID or the account number of a Customer account. This field is used to map your customer records between your BigCommerce B2B and ERP accounts.

Monitoring Sync Status

The BigCommerce Sync Status column displays the sync status for each record and is visible only when BigCommerce B2B is connected. If there is no sync icon for the record, it hasn't been synchronized with BigCommerce B2B.

Sync Errors

If there is an error syncing a Customer, Invoice, or Payment object, a sync error icon is displayed in the BigCommerce Sync Status column. Hover your mouse over the sync icon to view the sync failure error message, when available. After the error is resolved, you can re-sync the failed object with options available in the three-dot action menu at the far right.