Configure Magento Connector Orders

When you have the Magento Connector configured it can be used to import your Magento order data into Bronto.

About this task

After you import your order data to Bronto, you can use it to send transactional or marketing messages to contacts. If you import orders with a processed status, you can also view RFM metrics related to your orders.

All orders imported to Bronto using the Magento 2 Connector (v3.7.4 or above) include the Source field with the value equal to WEBSITE.

Procedure

  1. Go to Settings > Integrations > Connector.
  2. Locate the connector you want to work with and click its Edit link.
  3. Click Orders.
  4. Set Enable Connection to Yes.
  5. Select whether you want imported orders to have a Pending or Processed status in the Assign this Status in Bronto list.

    Bringing orders in as Processed will include the order totals in the RFM metrics and trigger any active workflows that begin with the Order Is Added trigger node. If set to Pending the RFM metrics will not be calculated for these orders until they are marked as Processed.

  6. Select the Magento order statuses you want used to determine that an order should be imported from the Import Orders with Status list.

    An order status can be removed from the list by clicking the X icon on a status.

    If you have custom order statuses, make sure they are assigned to a default Magento order state in Magento.

  7. Select the Magento order statuses you want used to determine that an order should be removed from Bronto from the Delete Orders with Status list.

    You might want to remove an order from Bronto in order to clear up your RFM metrics. An order status can be removed from the list by clicking the X icon on a status.

  8. Select the Magento price type you want to use from the Magento Field > Product Price list.

    Bronto only stores one price, you must select which you want to use in Bronto. You might want to select Base if you are primarily interested in RFM metrics or use Display if you are primarily interested in using this field for marketing.

  9. Select whether you want to import the Magento Description or the Short Description from the Magento Field > Product Description list.

    Bronto only stores one description field so you must select which one you want to use in Bronto.

  10. Select which Magento image type you want to import as your image from the Magento Field > Image View Type list.

    Base Image is the default and recommended setting because this can be resized in the Bronto Message editing tools.

  11. If you want to map a Magento line item attribute to Bronto's Other order field, select the line item type from the Magento Field > Other Field list.

    Additional product attributes can be imported with the Products import module, but cannot be used in Bronto for segmentation.

  12. When you have finished configuration for all of the import settings on the Orders page, click Save Changes.