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Magento 2 integration

Connecting Inventory Planner to Magento 2 (Adobe Commerce)

Jasper avatar
Written by Jasper
Updated over a year ago

To connect your Magento 2 store to Inventory Planner, you will first need to add an integration in Magento.

Adding an integration in Magento

  1. Go to System > Integrations and click on the "Add New Integration" button.
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  2. You should see the default "Integration Info" tab where you'll be asked to enter a name for the integration. Give it a name that allows you to identify the integration (e.g. "Inventory Planner").
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  3. Switch to the ‘API’ tab. Select Resource Access / Custom and configure the following required resources:
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    Sales -> Operations -> Orders -> Actions -> View
    Catalog -> Inventory -> Products
    Catalog -> Inventory -> Categories
    Store -> Settings -> Configuration -> Inventory Sections
    Store -> Attributes -> Product
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    Alternatively, you can select Resource Access / All to give access to all resources.

  4. Once you've configured the resource access, click the "Save" button.

  5. You should now see the new integration listed. However, you will see that its status is "Inactive". Click the "Activate" button to change the status and generate the OAuth access tokens.
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  6. This will prompt a modal window asking you to approve the permissions assigned to the Integration. Click the ‘Allow’ button.
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  7. This will prompt a further modal displaying the newly generated access tokens. Now click ‘Done’.
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  8. The Integration now has a status of ‘Active’ and is ready to use. If you didn’t capture the access tokens in the screen above, you can view them again by editing the Integration.

Configuring the Magento 2 integration in Inventory Planner

Once you have the access tokens, you can connect Magento to Inventory Planner by going to Account > Settings > Connections & warehouses and clicking "New connection". Pick the "Adobe Commerce" connector.

On the subsequent page, enter the shop URL and access tokens generated in Magento, then click "Connect".

Shop URL

We recommend specifying the full URL of your Magento installation. Always use https:// to make sure your data is transferred over a secure connection (though you can use http:// for development/test stores).

Integration details

Inventory Planner downloads and displays all simple products from Magento by default. Products which are not visible are marked as hidden in Inventory Planner and do not appear when filtering for visible products.
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Configurable, bundled, grouped and virtual products are not synced from Magento and are not visible in Inventory Planner. However, Inventory Planner does read and take component sales into account when analyzing sales data.
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When a sale's order currency is different from the store's currency, Magento converts its prices to the store currency. Inventory Planner uses this converted price.

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