Order Export Profile

The Order Export Profile is the MOST CRITICAL profile for Magento-PlentyONE integration. It exports Magento store orders to PlentyONE for inventory management, fulfillment, and shipping.

Overview

Profile Type ID: plenty_order_export Direction: Magento → PlentyONE Purpose: Export Magento web store orders to PlentyONE for processing and fulfillment

What Gets Exported

• Orders: Complete order data with line items
• Customers: Customer information (creates contacts in PlentyONE)
• Addresses: Billing and shipping addresses
• Order Totals: Prices, tax, shipping, discounts
• Payment Information: Payment method and status
• Shipping Method: Selected shipping option
• Order Comments: Customer notes and instructions

Primary Workflow

Customer Places Order (Magento)
         ↓
Order Export Profile Runs
         ↓
Order Created in PlentyONE
         ↓
Warehouse Fulfills Order
         ↓
Shipping Tracking Updated
         ↓
Order Status Synced Back (Order Import)
         ↓
Customer Notified (Magento)

Order Configuration

Export Trigger Settings

Export Order Status

Field: export_order_status Type: Multiselect Scope: Global Default: processing

Select which Magento order statuses trigger export to PlentyONE.

Magento Statuses:

• pending - Order placed, payment pending
• pending_payment - Awaiting payment confirmation
• processing - Payment received, ready to ship
• complete - Order fulfilled
• holded - On hold
• payment_review - Payment under review

Recommended Configuration:

Export Order Status: processing

Reason: Only export paid orders ready for fulfillment

Multi-Status Strategy:

Export Order Status: pending_payment, processing

Reason: Export immediately, PlentyONE holds until paid

Prevent Duplicate Export

Field: prevent_duplicate_export Type: Checkbox Default: Yes

Prevent re-exporting orders that already exist in PlentyONE.

Behavior:

• Enabled: Skip orders with existing PlentyONE order ID
• Disabled: Allow re-export (updates existing orders)

Automatic Export (Event-Driven)

Export New Orders Automatically

Field: new_order_observer Type: Checkbox Default: Yes Scope: Global

Automatically export orders when they reach configured status.

Workflow:

1. Customer completes checkout
2. Order reaches "processing" status
3. Observer detects status change
4. Order added to export queue
5. Next profile execution exports order

When to Enable:

• ✅ Real-time order fulfillment
• ✅ Automated order processing
• ✅ Standard e-commerce workflow

When to Disable:

• ❌ Manual review required before export
• ❌ Batch export during specific times
• ❌ Custom approval workflow

Customer Export

Create Customer in PlentyONE

Field: export_customer Type: Checkbox Default: Yes

Create PlentyONE contact when exporting order.

Behavior:

• Enabled: Creates/updates customer as PlentyONE contact
• Disabled: Creates order without linking to contact

Recommendation: Always enable for complete customer data sync

Customer Type Mapping

Field: customer_type_mapping Type: Dynamic Rows

Map Magento customer groups to PlentyONE contact types.

Example:

Magento Group	PlentyONE Type	Use Case
General	Customer	B2C retail
Wholesale	Business	B2B wholesale
VIP	Premium	VIP customers

Payment Method Mapping

Field: payment_method_mapping Type: Dynamic Rows

Map Magento payment methods to PlentyONE payment methods.

Critical Mapping Examples:

Magento Payment	PlentyONE Method ID	PlentyONE Method Name
checkmo	1	Cash in advance
cashondelivery	1	Cash on delivery
banktransfer	1	Bank transfer
paypal_express	4	PayPal
authorizenet	2	Credit card
stripe	2	Credit card
braintree	4	PayPal

PlentyONE Payment Method IDs (Common):

• 1 - Cash / Bank Transfer
• 2 - Credit Card
• 4 - PayPal
• 6 - Invoice
• 7 - Amazon Pay

How to Get PlentyONE Payment IDs:

1. Click "Collect Configuration Data" in Client Configuration
2. Payment methods are fetched from PlentyONE
3. Available in mapping dropdowns

Payment Method Required

Every Magento payment method MUST be mapped. Orders with unmapped payment methods will fail to export.

Shipping Method Mapping

Field: shipping_method_mapping Type: Dynamic Rows

Map Magento shipping methods to PlentyONE shipping profiles.

Example Mapping:

Magento Shipping	PlentyONE Shipping Profile	Carrier
flatrate_flatrate	1 (Standard Shipping)	DHL
tablerate_bestway	2 (Express)	DHL Express
freeshipping_freeshipping	3 (Free Shipping)	DHL
ups_03	4 (UPS Ground)	UPS
fedex_FEDEX_GROUND	5 (FedEx Ground)	FedEx

Shipping Profile Configuration:

1. Run "Collect Configuration Data"
2. PlentyONE shipping profiles are fetched
3. Available in mapping dropdowns

Default Shipping Profile:

• Field: default_shipping_profile
• Type: Select
• Purpose: Fallback for unmapped methods

Order Referrer

Field: order_referrer_id Type: Select Scope: Website Required: Yes

Assign a PlentyONE referrer (order source) to exported orders.

What is a Referrer?

• Identifies the order source/channel in PlentyONE
• Used for reporting and analytics
• Tracks sales by channel

Referrer Strategy:

Single Store:

Order Referrer: Magento Store

All Magento orders → "Magento Store" referrer

Multi-Store:

US Store → Referrer: Magento US
EU Store → Referrer: Magento EU
B2B Store → Referrer: Magento B2B

Create New Referrer:

• Click "New Referrer" button
• Opens modal to create referrer in PlentyONE
• Immediately available after creation

Order Status After Export

Field: magento_status_after_export Type: Select Default: (unchanged)

Change Magento order status after successful export.

Options:

• (unchanged) - Keep current status
• processing - Set to Processing
• plenty_exported - Custom "Exported to PlentyONE" status
• pending_fulfillment - Awaiting fulfillment

Custom Status Workflow:

Create custom status: "Exported to PlentyONE"
1. Stores → Order Status → Create New Status
2. Status Code: plenty_exported
3. Status Label: Exported to PlentyONE
4. Assign to State: processing

Then in profile:
Magento Status After Export: plenty_exported

Order Item Configuration

Product Identification

Field: product_identifier Type: Select

How to identify products in PlentyONE.

Options:

• SKU - Match by Magento SKU (recommended)
• PlentyONE Item ID - Use stored item ID
• Variation Number - Use variation number
• Barcode - Use EAN/UPC

Recommended: SKU (most reliable)

Handle Missing Products

Field: missing_product_action Type: Select

What to do when order product doesn't exist in PlentyONE.

Options:

• Skip Order - Don't export order (safest)
• Skip Item - Export order without missing items
• Create Product - Create product in PlentyONE
• Use Fallback SKU - Replace with placeholder product

Recommended for Production: Skip Order (prevents incomplete orders)

Bundle Product Handling

Field: bundle_export_mode Type: Select

How to export bundle products.

Options:

• As Bundle - Export as bundle item
• Separate Items - Export bundle children separately
• Parent Only - Export parent item only

Price Configuration

Price Export Mode

Field: price_export_mode Type: Select

Options:

• Gross Prices - Prices including tax
• Net Prices - Prices excluding tax
• Both - Export both gross and net

Regional Considerations:

• US/UK: Usually gross prices
• EU: Often net prices
• B2B: Typically net prices

Currency Handling

Field: export_order_currency Type: Checkbox Default: Yes

Export order in original currency.

Behavior:

• Enabled: Use order's original currency
• Disabled: Convert to base currency

Tax Export

Field: export_tax_details Type: Checkbox Default: Yes

Include detailed tax information.

Exported Tax Data:

• Tax rate
• Tax amount per item
• Total tax amount
• Tax class

Event Configuration

Auto-Export on Order Status Change

Field: order_status_change_observer Type: Checkbox Default: Yes

Export order when it reaches configured status.

Workflow:

Order Created (pending_payment)
         ↓
Payment Received
         ↓
Status Changed to "processing"
         ↓
Observer Triggered
         ↓
Order Added to Export Queue
         ↓
Export Profile Runs
         ↓
Order in PlentyONE

Update Exported Orders

Field: update_exported_orders Type: Checkbox Default: No

Re-export when exported orders are modified.

When to Enable:

• ✅ Allow order modifications before shipping
• ✅ Update addresses or items after export
• ❌ Orders locked after export (safer)

CLI Commands

# Export all pending orders
bin/magento softcommerce:plenty:order:export --profile-id=8

# Export specific order
bin/magento softcommerce:plenty:order:export --profile-id=8 --order-id=1000001

# Export orders by status
bin/magento softcommerce:plenty:order:export --profile-id=8 --status=processing

# Export with date range
bin/magento softcommerce:plenty:order:export --profile-id=8 --from-date="2024-01-01"

# Process export queue
bin/magento softcommerce:plenty:order:export --profile-id=8 --queue

# Force re-export (update)
bin/magento softcommerce:plenty:order:export --profile-id=8 --order-id=1000001 --force

Troubleshooting

Orders Not Exporting

Solutions:

1. Check Export Status: Verify order is in configured export statuses
2. Verify Auto-Export: Ensure new_order_observer is enabled
3. Review Queue: Check export queue for stuck orders

   bin/magento softcommerce:plenty:order:queue --list

4. Check Payment Mapping: Ensure payment method is mapped
5. Verify Shipping Mapping: Ensure shipping method is mapped

Payment Method Not Mapped Error

Problem: Order export fails with "Payment method not mapped"

Solutions:

1. Check Payment Mapping: Add missing payment method to mapping
2. Collect Config Data: Refresh PlentyONE payment methods
3. Check Payment Method Code: Verify exact method code in Magento
4. Set Default Payment: Configure fallback payment method

Shipping Method Not Mapped

Problem: Export fails with "Shipping method not found"

Solutions:

1. Check Shipping Mapping: Add missing shipping method
2. Collect Config Data: Refresh PlentyONE shipping profiles
3. Set Default Shipping: Configure default shipping profile
4. Check Method Code: Verify exact shipping method code

Customer Not Created in PlentyONE

Solutions:

1. Enable Customer Export: Set export_customer to Yes
2. Check Customer Data: Verify customer has required fields
3. Review Customer Type: Ensure customer group is mapped
4. Check Addresses: Verify addresses are complete

Order Exported But Missing Items

Solutions:

1. Check Product Matching: Verify SKUs match PlentyONE
2. Review Missing Product Action: Check configuration
3. Import Products First: Ensure products exist in PlentyONE
4. Check Product Identifier: Verify identifier method

Best Practices

Initial Configuration

1. Payment Mapping: Map ALL payment methods before going live
2. Shipping Mapping: Map ALL shipping methods
3. Test Orders: Create test orders for each payment/shipping combo
4. Verify in PlentyONE: Check orders appear correctly in PlentyONE
5. Customer Data: Ensure customer export is enabled

Production Operation

1. Auto-Export: Enable automatic export for real-time processing
2. Queue Processing: Run export every 5-15 minutes
3. Monitor Queue: Check for stuck orders daily
4. Error Alerts: Set up notifications for failed exports
5. Backup Configuration: Export profile configuration regularly

Multi-Store Setup

1. Separate Referrers: Use different referrer per store
2. Store-Specific Mapping: Configure payment/shipping per store
3. Test Each Store: Validate exports for all stores
4. Currency Handling: Consider currency conversion needs

Performance

1. Batch Size: 25-100 orders per execution
2. Frequent Execution: Every 5-15 minutes
3. Off-Peak Processing: Handle bulk exports during low traffic
4. Queue Management: Monitor and clear completed queue items

Order Data Quality

1. Required Fields: Ensure addresses have all required fields
2. Product Existence: Import products before orders
3. SKU Matching: Use consistent SKU format across systems
4. Price Accuracy: Verify tax calculations match

Critical Success Factors

Must-Have Configuration

1. ✅ Payment Mapping Complete: Every payment method mapped
2. ✅ Shipping Mapping Complete: Every shipping method mapped
3. ✅ Referrer Selected: Order referrer configured
4. ✅ Customer Export Enabled: Creates contacts in PlentyONE
5. ✅ Auto-Export Enabled: For real-time processing

Pre-Launch Checklist

• All payment methods mapped
• All shipping methods mapped
• Order referrer configured
• Customer export enabled
• Test order successfully exported
• Order appears correctly in PlentyONE
• Auto-export observer enabled
• Schedule configured (every 5-15 min)
• Error logging enabled
• Notification alerts set up

Related Documentation

• Order Import Profile
• Payment Method Configuration
• Customer Export Profile
• Product Export Profile
• Initial Setup Wizard