Sync company data

Learn how to sync your company data in the dotdigital Engagement Cloud for Magento B2B module.

Overview

To sync your B2B company data, use the B2B data mapping feature. This feature allows you to map the following data as contact data fields for each B2B customer:

  • Customer type
  • Company
  • Company status
  • Sales representative
  • Sales representative email
  • Store credit balance
  • Shared catalog name

Syncing company data

To turn on the company feature in your Magento installation:

  1. Go to Stores > Configuration > GENERAL > B2B Features.
  2. Select Yes from the Enable Company drop-down menu.
  3. Select Save Config.

Editing custom data fields

To edit your custom data fields in Magento, go to Stores > Configuration > DOTDIGITAL > Data Mapping > B2B Data.

Next steps

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