AMS Export Tool

Disclaimer

The AMS Export Tools integration app for Commerce7 is owned and built by a 3rd party developer (Treefrog Digital). For questions regarding orders reports, customers, setup, or support, please contact us at hello@treefrogdigital.com.

Setup

To get started with the AMS Export Tools-Commerce7 integration, log in to Commerce7 and click on Apps from the main menu. Click on the AMS Export Tools app and a pop-up window will appear. 

 

Click on the blue button label Install

The app will take a few minutes to install, once it’s done the pop-up window will close and you will see the AMS Export Tools as active under the apps menu. 

The app will also create a customer metadata field called AMS Customer ID. You will need to assign the AMS Customer ID for those customers that have already been created in AMS so all the transactions get associated with the corresponding customer.

How to Export a Report with AMS Export Tools

Now you will need to head into Reports under the main menu. Once you click on Reports it will take you to the Order Reports window, scroll down to the bottom of the page until you see the AMS Export option.

Click on AMS Export, this will take you to the Commerce7 AMS Export Tool window.

To export or request a report, select the Start Date for your report and the End Date. Once you have selected your date range, click on the blue button label as Submit

The system will process your request, this could take a few seconds or a few minutes depending on the range of dates and information to be exported. Once it’s done you will see your request with the status marked as Done, followed by three download buttons:

You will also receive a copy of your report by email, it’s important to note that these links will expire in 24 hours.

Type of Reports

You will be able to download three types of reports:

Orders

Contains order details such as: Order No, Order Date, Customer No, Order Status, Shipping Details, Billing Details, Order Amount, Payment Method among others.

Line Items

Contains order products details, as opposed to the order reports, you will be able to see what products were ordered, quantity, unit price, SKU, status of shipping, sales tax, shipping method, tracking number, shipping information, among other fields. 

Customers

Contains all the information regarding the customer, such as: Address, Primary Billing, Primary Shipping, First and Last Name, Contact Information, Account information, among other details.