Commerce7

To enable the integration with Commerce7, we recommend contacting your CellarPass account manager to learn more.

Please note that you must have admin-level access to CellarPass to request and configure the Commerce 7 integration.

STEP 1. ENABLING THE COMMERCE 7 INTEGRATION

1. One of the first steps is to contact CellarPass to enable the Commerce 7 webservices. We recommend you submit a support ticket.
2. Agree to the one-time $49 charge to enable the feature and an additional $29/mo to use the service (this service is included in the monthly cost for Pro plan or higher).
3. Once the service has been enabled, you can follow the remaining steps outlined here.

STEP 2. CREATING A COMMERCE 7 API USER ACCOUNT

Follow the steps required in Commerce 7 to generate a Data Service account. This should be a dedicated user account for this webservice. We do NOT recommend using a personal Commerce 7 user account because the password could get reset, permissions could be changed, which would make the integration inoperable.

If you need assistance with this step, please contact Commerce 7 support. In order to complete the setup for the Commerce 7 integration with CellarPass, you will need the following information:

• Commerce 7 API Username
• Commerce 7 API Password
• Commerce 7 Tenant (this will be part of your URL in the admin panel)
• Commerce 7 POS Profile ID (this will be a long string comprising a mix of numbers and alpha characters)

TenantID
You can locate your Tenant in Commerce7 by going to Settings > General > Tenant field.

POS Profile
POS Profile ID can be found in the URL of the POS Profile. Please log into the C7 Admin Panel, go to Settings > POS Profile > Open the Profile you wish to use > Copy the GUID from the URL. (for example: winery.com/setting/pos-profile/d2050264-56d1-4618-88g3-be324a674a40

STEP 3. CONFIGURING CELLARPASS WITH COMMERCE 7 CREDENTIALS

1. Log into the CellarPass admin panel.
2. Go to Business
3. Select Apps & Integrations
4. Locate the Commerce 7 section under the Third Party Settings area.
5. Click the Commerce 7 section to expand it.
6. Enter the Commerce 7 API Username
7. Enter the Commerce 7 API Password
8. Enter the Commerce 7 Tenant (this will be part of your URL in the admin panel)
9. Enter the Commerce 7 POS Profile ID (this will be a long string comprising a mix of numbers and alpha characters)
10. Click the Save button located at the top, right-hand corner of the Member Configuration page.

If you receive a list of customers, the integration is working. If your search results are blank and you confirmed that the Guest does exist in Commerce7, you'll need to re-check your CellarPass Settings, Commerce 7 as there appears to be a mismatch.

STEP 4. CONFIGURING EVENTS, ADD-ONS, UPSELLS & PRIVATE EVENTS‍

If you plan on syncing your pre-paid reservations as orders to C7, this section is required. If do not plan on syncing reservations, you can skip this step.

CONFIGURING PRIVATE, ONE-OFF EVENTS

1. Log into the CellarPass admin panel.
2. Go to Business
3. Select Apps & Integrations
4. Scroll down to the Accounting section.
5. Enter a value in the Sku field to be sent to C7 for these types of events.
6. Select an Item Type. (Bundle and Reservation Item Types are NOT supported at this time)
7. Select a Tax Type.
8. Select a Department. NOTE: If you have not created Departments, click the Manage button to create them.
9. Click Save.

CONFIGURING RECURRING EVENTS

1. Log into the CellarPass admin panel.
2. Go to Experiences
3. Select Events.
4. Locate the Event you wish to configure by clicking the event name in blue.
5. Then select the Event Details option in the submenu.
6. If you are charging Sales Tax, select the Tax Type.
7. Select a Department. NOTE: If you have not created Departments, click the Manage button to create them.
8. Enter a value in the Sku field to be sent to C7 for these types of events.
9. Select an Item Type. NOTE: Bundle and Reservation Item Types are NOT supported at this time.
10. Click Save.

CONFIGURING ADD-ONS & UPSELLS

1. Log into the CellarPass admin panel.
2. Go to Experiences
3. Select Add-Ons.
4. Locate the Add-On or UpSell Item you wish to configure by clicking the Edit button to the left of the event.
5. If you are charging Sales Tax, select the Tax Type.
6. Select a Department. NOTE: If you have not created Departments, click the Manage button to create them.
7. Enter a value in the Sku field to be sent to C7 for these types of events.
8. Select an Item Type. NOTE: Bundle and Reservation Item Types are NOT supported at this time.
9. Click Save.

STEP 5. TESTING THE CELLARPASS + COMMERCE 7 INTEGRATION‍

Now that you have successfully entered the Commerce 7 integration information into CellarPass, we recommend you run some tests to confirm that the two systems can talk to each other.

1. Log into the CellarPass admin panel.
2. Click Experiences from the left-hand main menu.
3. From the Experiences submenu, select Book Reservation
4. Click the Search button near the date picker.
5. Select one of your available Reservation time slots. Doing so will take you to the Book Reservation interface.
6. In the center of the window, locate the Match button. Doing so will display the Commerce 7 Customer Lookup window
7. Enter a known club member's Last Name or Email Address, selecting the appropriate radio button for the search criteria.
8. Click the Search button.
9. A list of search matches will be displayed with the following information:
10. Guest Last Name
11. Guest First Name
12. Guest Email Address
13. Guest Phone
14. Guest City, State
15. Guest's Club Membership Status (Yes/No)

If you do not receive any matches for a known club member, check the customer again and re-verify the guest does exist. If this continues to fail, see the troubleshooting section below.

STEP 6. CONFIGURING AUTOMATED DISCOUNTS

Now that you've tested your connection, you'll want to update all your Events to map a SKU/Item Lookup Code.

1. In the left-hand menu in the CellarPass admin panel, click Experiences.
2. Select Events from the submenu.
3. Edit any Event by clicking on the name of the event in blue.
4. Scroll to the bottom of the Details tab and look for the SKU/Item Lookup Code field
5. Enter the SKU that you use for this event within Commerce 7 and insert it into this field.
6. Click the Save button.
7. Book a complimentary Reservation against this Event and then follow the Sync Order steps.
8. You should see your Reservations as an Order in Commerce 7 with the proper SKU attached.
9. Repeat Steps 3 - 6 for the rest of your Reservaton-based Events.
   

STEP 7. TROUBLESHOOTING‍

If Step 5 testing fails, check the following:

1. The API Username entered in CellarPass does not match (is case sensitive)
2. API Password does not match the one on record for the Commerce 7 API Username provided.
3. Re-verify the Tenant and POS Profile ID are correct in CellarPass.
4. Click the Save button if you make any changes
5. Run the test steps outlined above.

Go back to Commerce 7 and review the CellarPass Webservice account you created. Confirm you have the correct Username and Password, then go back to CellarPass Apps & Integrations (Business tab) and update this info until it works.

NOTE: Commerce 7 does NOT need to be contacted in order to enable this service.
Additional Note: CellarPass does NOT sync Ticket orders at this time.

For further assistance with troubleshooting your connection, we recommend the following steps:

1. In the CellarPass admin panel, go to "Business" from the left-hand main menu.

2. Select "Apps & Integrations"

3. Scroll down to the Commerce7 section. Click the section to expand it if it's not already expanded.

4. Click the "Test Login" button.

5. If this fails, then there are two possible solutions; The app service credentials are not correct or your webservice, which we recommend checking the two values (username and password) and entering them again. Or your webservice account is NOT active with Commerce7. We recommend contacting Commerce7 for assistance.