INITIAL SETUP: GET COREforce lite CREDENTIALS ON YOUR CORESTORE
Open your coreSTORE, and go to Company Settings -> Ecommerce Platform -> from dropdown list choose coreFORCE Lite.
As soon as you save coreFORCE Lite as an eCommerce platform, you will see a button below that says Get Credentials. Fill out the fields with your coreFORCE Lite username and password.
You may not see a "success" message after clicking "OK" in the Get Credentials dialog.
If you do not see an error message, DO NOT CLICK SAVE. Refresh the page and click on "coreFORCE Lite settings" to verify that the credentials were saved successfully. If the coreFORCE Lite API Key is still missing after refreshing the page, contact support.
When you switch platforms, the system asks if you want to reset Ecommerce IDs.
No need to reset them, if you haven't been using any eCommerce platforms.
No need to reset them, if you are planning to launch your coreFORCE Lite website after a while and use your current eCommerce platform meanwhile.
See Step 3 below when ready to switch to coreFORCE Lite.
THERE ARE SEVERAL MORE ACTIONS YOU NEED TO TAKE TO SHOW YOUR IN-STORE ITEMS ON COREForce lite:
1) mapping the coreSTORE categories with coreFORCE Lite categories,
2) marking your coreSTORE items as eCommerce,
3) wiping out the Ecommerce IDs for all items if you have been using other eCommerce platforms before,
4) making sure your in-store items have categories assigned to them,
5) running SYNC of your local inventory.
1) MAPPING THE CATEGORIES
After you create the API connection following the initial step, please import categories and manufacturers one-by-one from coreFORCE Lite to coreSTORE in Store Config -> Ecommerce Platform ->
Now, it is important you map the coreSTORE and coreFORCE Lite categories in your coreSTORE under Inventory -> Categories -> Set Up coreFORCE Lite categories as shown in the image below.
Please, check this checkbox shown in the image below. That will bring up categories that are not yet mapped.
Important: All categories in coreSTORE must be tied to categories in coreFORCE Lite. You will need to manually create any categories that do not exist in coreFORCE Lite (go to Products -> Product Categories -> Add New) and then tie them together by clicking the empty field on the right of the table shown below (in coreSTORE).
Adding missing categories in your coreFORCE Lite is the only action you take outside your coreSTORE account.
Click the field under coreFORCE Lite categories to see the dropdown list of coreFORCE Lite categories. You can start typing the category name you just added in your coreFORCE Lite. After you find that category name in the dropdown list, select and save it. The rest should be mapped similarly.
Note: you don't need to map parent categories which are written in caps lock.
Note: Please, don't delete/change category names on coreFORCE Lite, you can only add new categories.
2) MARKING ITEMS AS ECOMMERCE
Any item you want to showcase on your website should be set as ECommerce. Add the filter column on your Items page and mark the selected items as Ecommerce for bulk editing (as shown in the image below).
3) WIPING OUT ECOMMERCE IDs (manually)
When you switch your eCommerce platform to coreFORCE Lite, you will need to clear out your Ecommerce IDs. To do it, please export all items in Excel file, clear out Ecommerce IDs under Ecommerce ID column in the Excel sheet, save and import it back.
4) ASSIGN CATEGORIES TO ALL ITEMS
Make sure that all the items you want to show on your website have categories assigned. It is also highly advised that your in-store items have proper UPC.
To add/edit categories, please follow the steps in the image below.
5) RUNNING SYNC OF YOUR LOCAL INVENTORY
After making sure all these criteria are met, please go to your Company > Settings -> Ecommerce Platform -> Sync Local Inventory. Make sure to just check this option alone before running the sync.
That should bring over all your coreSTORE items to coreFORCE Lite.
Note: To switch your current eCommerce platform to coreFORCE Lite or backwards after API connection is set, please go to Company Settings -> Ecommerce Platform - choose coreFORCE Lite from the dropdown list.