Mirror/Synchronize products from NetSuite with products on Epicor

1. Log in with your Click2Sync account here

If you don't have a Click2Sync account create one here

2. Connect your NetSuite instance

This steps assume you already developed your custom integration to our API, if you want to know more about how to integrate to Click2Sync click here.

Click on the "add storefront..." drop down and select de option marked as "Custom"New NetSuite connection Step 1

A pop-up asking for the API endpoints and URL will appear. Fill in the textboxes, press the "Generate Key" this will be used as a header response on your endpoints and then press the "Scan Products" button to start the import of your productsNew NetSuite connection Step 2

You will see a notification in the lower right corner indicating that the process is running, wait until you see the notification change to "first time load complete". After it finishes you can view your products on Click2Sync. (Note: The first time load can take a considerable amount of time)New NetSuite connection Step 3

3. Connect your Epicor instance

This steps assume you already developed your custom integration to our API, if you want to know more about how to integrate to Click2Sync click here.

Click on the "add storefront..." drop down and select de option marked as "Custom"New Epicor connection Step 1

A pop-up asking for the API endpoints and URL will appear. Fill in the textboxes, press the "Generate Key" this will be used as a header response on your endpoints and then press the "Scan Products" button to start the import of your productsNew Epicor connection Step 2

You will see a notification in the lower right corner indicating that the process is running, wait until you see the notification change to "first time load complete". After it finishes you can view your products on Click2Sync. (Note: The first time load can take a considerable amount of time)New Epicor connection Step 3

4. Now to consolidate the products between the two connection you can use two methods: "Detect Coincidences and merge them" and "Merge one by one"

5. Detect coincidences and merge them

After adding two connections and the products loaded you can find and merge them. Click on the "find matches" buttonConsolidate Step 1

A pop-up will appear, wait until it finishes loadingConsolidate Step 2

After the loading finished Click2Sync will propose a default merge. Click on the "Merge" buttonConsolidate Step 3

Your products are now mergedConsolidate Step 4

6. Merge products one by one

When you have the same product in two different connections you can merge them to create a link between both products. On the image it's displayed that the same headphones are on "Mercadolibre" and "Prestashop", so lets merge them to consolidate them to one single product. Put your cursor on the first product and press the "Cross reference" buttonMerge one on one Step 1

Now move the cursor to the other product and click on "With this"Merge one on one Step 2

A pop-up will show containing information from the product, the tabs show you where this informations comes from. Now click on "Consolidate"Merge one on one Step 3

After the consolidate process has finish, you will only see one product with tags indicating the product is on "Prestashop"(example) and "Mercadolibre"(example) or the corresponding connectionsMerge one on one Step 4