There are three modes you can use in Transformation 2.0. The modes are available in a dropdown near the top, left-hand side of the screen. Three modes Modify the Input This mode is useful when you want to make simple targeted changes to source records but keep everything else in the source records as-is. Create… Continue reading Transformation 2.0: Modes
Category: Celigo
Error Management Recomendations in Celigo
Case: I am getting ready to do a batch upload of roughly 5,000 records. I am planning to fail certain records (appropriately) if they are missing certain information from our source system, but its difficult for me to identify exactly how many records might fail. My question is what is the best way to fail… Continue reading Error Management Recomendations in Celigo
Mapping Amazon settlement fees that are not available in the Journal Entry flow.
Scenario: Is there a way to map Amazon settlement fees that do not appear in the Celigo settings>journal entry>map transaction fees (or non-transaction fees ) to G/L account. Solution: For values which are not available in the drop-down selection in the Amazon Amount Description column/field, we can simply enter the text string of the fee… Continue reading Mapping Amazon settlement fees that are not available in the Journal Entry flow.
Error: The request has an invalid grant parameter : refresh_token. User may have revoked or didn’t grant the permission.
Scenario: The following error message has occurred when trying to connect to Amazon Seller Central from Celigo. {“error_description”:”The request has an invalid grant parameter : refresh_token. User may have revoked or didn’t grant the permission.”,”error”:”invalid_grant”} Reason: The Amazon connection was set up using the API type -Hybrid Selling Partner API (SP-API and MWS) . The… Continue reading Error: The request has an invalid grant parameter : refresh_token. User may have revoked or didn’t grant the permission.
Creating a dynamic Lookup in Celigo to map Account Id from Sales Force – NetSuite
Select the GEAR icon in the mapping next to the field. Select the lookup Option in the popup menu. In options select the dynamic NetSuite search and select the record type. Enter the lookup filter to retrieve the value of the exact field id and give a name to the lookup adn save.
Creating a custom field in Sales Force
Log in to your Sales Force Portal. Go to the setup menu as shown in the below image. Select the field type of the field and click next. Enter the details of the field details and save. The new custom field is created .
Setting up trigger in Sales Force
Log in to the Sales Force Portal with your credentials. Click on the setup icon as marked in the image. Then go to Object Manager and select the objects that you want to create trigger to. Then go to the trigger tab and create a new trigger and save.
Celigo Sales Force – NetSuite Account Sync
Celigo already has prebuilt flow tile for Sales Force Account Integration to NetSuite Customer record. You need to set the trigger in sales force. Then map the fields in the Import Flow and save the flow . Turn on the flow or run flow.
Update your email address in integrator.io
You can update your Celigo account email address to a different email address that is not currently registered on an integrator.io account. If the email you are trying to transfer to is currently registered on an integrator.io account, you must change that account first so that the email address is not tied to an existing account. … Continue reading Update your email address in integrator.io
Category Hierarchy Display
Not valid content,for testing Purpose Category Hierarchy Display Verify that the LHS of the PLP page displays the category hierarchy as per the design. Ensure that the hierarchy is clear, with parent and child categories distinguishable. Price Range Display Confirm the price range is visible on the LHS of the PLP page as per the… Continue reading Category Hierarchy Display