The integration between Magento 2.0 and DEAR Inventory allows users with Magento 2.0 stores to synchronise inventory, pull sales information, and synchronise products from their stores to DEAR Inventory and vice versa. DEAR supports up to Magento 2.4.

Magento 2.0 can also be used to process payments without managing inventory.

For information on integrating DEAR Inventory with Magento 1.0, see Magento Integration.

NOTE: If using translation or localisation apps in Magento, ensure that base attribute values (colour, etc.) are in English. Base attribute values that are not in English can cause problems when listing products.

NOTE: When a refund is processed for an unfulfilled sale, this will cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfillment. If you are experiencing this error, you will need to enable the Ignore restock for non-fulfilled sales setting. This setting is not enabled automatically in order to preserve system logic continuity for users.


  • Admin access to Magento 2.x
  • Familiarity with the Processing a Sale process
  • Familiarity with Products and Product Management
  • Users will need to Integration: eCommerce - Magento2 permission in order to use this feature. 
  • Users will need to add an External integration licence to their subscription if they do not have one available.

Table of Contents

  1. Magento Integration Setup
  2. Catalog
  3. Orders and Sales

Magento Integration Setup

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The first step involves connecting DEAR to your Magento store. You will need admin access to Magento to set up the integration. Users will need to add an External integration licence to their subscription if they do not have one available. Additional external integrations must be purchased from the My Subscription page.

Setup in Magento

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Before integrating your Magento 2 store with DEAR Inventory, the following must be performed:

  1. Create a new role for users who will be given access to DEAR Inventory
  2. Either create a new user and assign them to the new role or assign an existing user to the new role
  3. Add integration settings for DEAR Inventory in Magento.

Creating a New User Role

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  1. Log on to the Admin Panel of your Magento store.
  2. On the Magento Admin Panel, click System → User Roles.
  3. On the Roles page, the list of roles in your Magento shop is displayed. For a new installation, this list will be empty.
  4. Click Add New Role.

  5. On the Role Info tab, name the role and enter the admin password.
  6. Click the Role Resources tab, then set Resource Access to All. Click Save Role.
    After adding the new user role, you can either 1) create a new user and assign them to the new role, or 2) assign an existing user to the new role.

Creating a New User and Assign them to the Role

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  1. On the Admin Panel, click System → All Users.
  2. Click Add New User.
  3. On the User Info tab, enter the user info. User Name will be required to integrate with DEAR Inventory. All the other fields are just general information required for Magento user registration.
  4. Under the Current User Identity Verification section, enter the admin password.
  5. Click the User Role tab, select the newly created role for the user, then click Save User.

Assigning an Existing User to the Role

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You may also assign an existing user to the new role. To do this:

  1. On the Admin Panel, click System → All Users.
  2. On the Users page, the list of existing users is displayed. On this list, search for the user to be assigned to the new role.
  3. Click the user record once found.
  4. On the User Information page, click the User Role tab, then select the newly created role for the selected user.
  5. Click Save User.

Adding Integration Settings for DEAR Inventory in Magento

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Next, you will need to add and activate the integration settings for DEAR Inventory in Magento.

  1. On the Magento Admin panel, click Systems → Integrations.
  2. Click Add New Integration.
  3. On the Integration Info tab, enter a name for the integration, then enter your admin password under the Current User Identity Verification section.
  4. On the API tab, you will need to set Resource Access to All
  5. Click Save to add the DEAR Inventory settings to the list of integrations for your Magento Store on the Integrations page.
  6. You will then need to activate the integration. To do this, click the Activate link.
  7. On the next page, click Allow. Magento then generates the integration tokens for DEAR Inventory.
  8. Copy the Consumer Key, Consumer Secret key, Access Token key and Access Token Secret key, and store them in a secure place. You will need these keys when you start connecting Magento to DEAR.
  9. Click Done.

Connecting Magento to DEAR

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It is possible to link several Magento stores to a single DEAR account. Each linked store has an independent catalog, logs and settings. DEAR provides two free external integrations with the standard subscription plan, however, additional external integrations must be purchased from the My Subscription page.

To connect Magento to DEAR:  

  1. Navigate to Integration → Magento.
  2. Click + to connect a new store. 
  3. Enter your Magento shop details, including the Consumer Key, Consumer Secret key, Access Token key, and Access Token Secret key you generated in Adding Integration Settings for DEAR Inventory in Magento (described above).
  4. Click Connect to Magento.

Upon successful connection, you will be redirected back to DEAR. Repeat the procedure to connect as many Magento accounts as you require.

Integration settings

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On the Setup tab, the shop website box is prefilled with the URL of the Magento store that has been integrated with DEAR. Other than this, several integration settings can be customised.

Magento Store

If you have several Magento stores, this option allows you to select either all stores or a specific store from which sales will be loaded into DEAR. It is set to Do not load sales by default.

Capture order when it is

This option specifies when a Magento order will be captured in DEAR – when it is created, when it is paid or when it is in any the following states:

  • Processing
  • Complete
  • Refunded
  • Closed.

This setting is also taken into account when downloads of historical orders from Magento are triggered.

Consolidate Orders

DEAR - Magento Integration allows two options for order consolidation:

  • No Consolidation

  • Daily Consolidation.

No Consolidation indicates that sales will be captured from Magento as they occur. 

Daily Consolidation will consolidate all orders from that day into a single order. When Daily Consolidation is chosen, an additional setting becomes available: Consolidation Time. This is your local time when all pending orders aggregated during the day will be processed.

See Pending Order Processing section below for more details.


For the pending order processing to be successful, an existing customer must be selected.

When the Consolidation Type is Daily Consolidation, this customer is used to create a new sale task which will combine all daily sales. A customer can be created in DEAR just for this purpose.

Use Company as a Customer

In Magento, each sale order has an optional Company field which can be filled in by the customer. 

If you would like DEAR to create a customer using the company name (as opposed to the Customer name attached to the sale order in Magento), select this option.

This parameter only has an effect when the No Consolidation option is selected.

Price Tier

Choose which Price Tier to use as the default price when DEAR syncs products with Magento. Its default value is set to Tier 1.

Sale Price Tier

Choose which Price Tier to use as the sale price when DEAR syncs products with Magento. Its default value is set to Tier 1.

Pick, Pack and Ship Processing Mode

When pending orders are processed by DEAR, new sale tasks are created. This setting tells DEAR if it should try to Auto Pick, Auto Pick + Pack, and Auto Pick + Pack + Ship these tasks. 

This field is set to Draft Order by default. If there is not enough stock on hand to fulfil the order, then Pick will remain as a Draft Order, and Pack and Ship won’t be completed. 

If Auto Ship is selected, DEAR does not pick up shipment information from, nor will it create fulfilment in Magento.

This setting can also be set to No Picking.

Process Auto-Assembly as

This dropdown field has two options:

  • For ordered quantity: Does not check stock quantity. An assembly order is created for the quantity specified in the sale order, regardless of stock availability. 
  • For minimum quantity required for picking:Assemble stock required to meet the quantity of specific sale order. 
    • If stock availability is negative, auto-assembly will produce a finished goods quantity which is more than the quantity ordered through sale order. 
    • If there is already stock available in inventory but not enough to fulfill the sale order quantity, auto-assembly will assemble the difference in quantity needed to meet the sale order requirement.
    • If stock availability exceeds sale order quantity, auto-assembly is not triggered. 

Stock availability is validated against the sale order location and does not take On Order quantity into account.

Ignore Restock for non-fulfilled sales

When a refund is processed for an unfulfilled sale, this will cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfillment. If you are experiencing this error, you will need to enable this setting. Restock/stock allocation quantities will be edited to match the fulfilled items of the sale. This setting is only applicable when Pick, pack, and ship mode for processing online sales is set to Auto Pick + Pack + Ship.

Link Magento sales to DEAR Location 

Choose the location that will be used to fulfil sales from Magento. Each Magento store may have a dedicated Location within DEAR. The default option, All Locations, will display consolidated stock quantities across all of your locations.

Invoice Status

You can control Invoice Status for Sale tasks created as a result of pending order processing. By default, an invoice will not be authorised and will be in Draft state, adjustable and waiting for authorisation. However, if this setting is changed to AUTHORISED, the invoice will be automatically authorised and created. It can then be synced with your preferred accounting application.

Gift Card Liability Account

DEAR will use this Liability account instead of a Revenue account for Gift Card sales. This account should have the ability to accept payments. If a sale containing a gift card is made, this sale will remain in the Pending Orders area until a Gift Card Liability Account is specified. 

Optional revenue account

This is the revenue account to be used for all sales downloaded from Magento. This will override settings at the Product/Customer level and any other Account mapping. 

Sales Representative Name

This option allows the shop name to be used as the Sales Representative for the sales task.

List products as Draft

This option allows you to list products from your Magento store as Draft, allowing you to review them first before activating them in DEAR. It is set to No by default.

Update Stock Levels in Magento

By default, DEAR does not automatically update stock levels in Magento. This may be useful if you are manually managing stock levels in Magento and do not want DEAR to update stock levels. If you want to turn on this option, ensure you have the correct stock quantities entered in DEAR as these values will override the stock quantities in Magento. Enabling Update Stock Levels in Magento will display the Use Buffer Inventory setting. 

Use Buffer Inventory

Displayed when Update Stock Levels in Magento is enabled. Allows for an inventory buffer on stock quantities pushed to Magento. Sync quantity passed to Magento when updating stock levels will be equal to Actual Stock - Buffer Inventory. Enabling this setting will enable the Buffer Inventory field. 

Buffer Inventory

Displayed when Use Buffer Inventory is enabled. Enter an integer number of stock to act as a buffer. Sync quantity passed to Magento when updating stock levels will be equal to Actual Stock - Buffer Inventory. When this setting is enabled, Sync Quantity and Buffer Inventory quantity will be added as fields to the Catalog and Bulk Listing tables alongside stock availability.

NOTE: Once buffer inventory is enabled and specified, it will be applied across all products listed on the Catalog and Bulk Listing tabs. However, sync quantities will only be updated in the channel if the user updates or lists a product.

Update Manage Stock in Magento

You can have DEAR update the Advanced Inventory → Manage Stock setting for your products in Magento by toggling this option to Yes.

Update Is In Stock product option in Magento

When disabled, this will allow DEAR to update the stock quantity of products in Magento while keeping Source Item Status as In Stock in Magento. This means the merchant can continue to take backorders for products when stock is negative. When enabled, negative stock will change the source item status to out of stock and not allow further orders. 

Use Magento as Master source for DEAR products

By default, products are manually maintained in DEAR. This means that product categories from DEAR are uploaded to Magento, updating the information in Magento in the process. Turn on this option if you want Magento to push product categories to DEAR.  

Automatically import stock operations from Magento

Set this option to Yes to automatically import stock operations like transfers from Magento every 10 minutes. 

Export shipping information to Magento

Set this option to Yes to export shipping information from DEAR to Magento.

Send email from Magento

When enabled, this sends an email to the customer from Magento when shipping has been authorised. By default, this is set to No.

Don't create fulfillment in Magento without tracking number

If the fulfilment does not have a tracking number, no fulfilment will be created or updated in Magento. 

Load coupon codes from Magento

When enabled, coupon discounts applied to sales in Magento will be added to a DEAR sale as an additional charge with name {Coupon code from magento} coupon discount. If setting is not enabled, the additional charge will have the name Discount. 

Tax Rule Mapping

When a pending order is processed by DEAR, a sale task is created. Each order and invoice line is assigned a tax rule. The tax rules specified in these settings will be used to create these lines. 

DEAR does not apply the tax rule to recalculate tax and is simply using the actual tax amount from the Magento order. This means that if certain products are not Taxable or with varying taxes in Magento, all data and totals in DEAR will look identical to Magento, but with the DEAR tax rule name selected in this setting.

The Tax Free tax rule mapping specified in this setting is used to create these lines for non-taxable products. This tax mapping could be useful for accounting.

In case of tax recalculation, the tax amount will be overwritten with the value calculated by the DEAR Taxation rule.

NOTE:  For US Magento stores, the provided Sales Tax is used instead of Tax Rule mapping.

IMPORTANT: Orders will be loaded from Magento but cannot be processed if tax rule mapping is not yet finished. 

Nameregion_name, TaxCountryId, TaxPostcode

Payment Account Mapping

DEAR can capture payments made against orders in Magento and is able to add payments to a created sale invoice automatically. To be able to do this, make sure Payment Account Mapping is completed on this integration settings screen. You must choose an account which is able to receive payments from the chart of accounts. 

This setting is not mandatory – if payment mapping is not completed, orders are still captured and downloaded from Magento, but payments must be manually added to invoices in DEAR. Some customers prefer to keep invoices open and then reconcile them with payouts from Magento. 

Disconnect from Magento store

When you disconnect from the Magento store, DEAR removes all associations between DEAR objects and Magento, including Log and Product Catalog.


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The DEAR Magento Catalog page allows the user to Download products from Magento, list DEAR products in Magento, break the link between a DEAR product and its Magento listing, and update quantities in Magento based on the available stock in DEAR.

Downloading Products

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Products can be loaded from Magento to DEAR in the Catalog tab by clicking Download → Products. This operation may take some time, depending on the number of products in your store's catalog.

Each product variation in Magento must have a unique SKU. Configurable products require individual simple products for each variation. These simple products will have individual SKUs in DEAR.

When downloading products, DEAR tries to match existing products first to avoid creating duplicates. Matching is performed by item or variant SKU.

Data mapping for products between DEAR and Magento is as follows:

Fields in DEAR do not have a field in Magento are left blank. 




Guid ID--
Guid FamilyID--
EcsFamilyID    id
VariantIDid of variation in Magento2
CategoryCustomAttributes["category_ids"] - deepest category
Type    type_id
LengthCustomAttributes["ts_dimensions_length"] \ CustomAttributes["length"]
WidthCustomAttributes["ts_dimensions_width"] \ CustomAttributes["width"]
HeightCustomAttributes["ts_dimensions_height"] \ CustomAttributes["height"]

Price Tier (chosen in settings)Price
Sale Price Tier (chosen in settings)CustomAttributes["special_price"]
List<Image> ImagesImages
SaleTaxRuleID, SaleTaxRuleNameCustomAttributes["tax_class_id"]

Manage the Catalog 

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There are two possible statuses for products in the Catalog: Not Listed and Listed. To be listed, every item needs to have a description, item image, and default location specified. 

NOTE: DEAR does not update category or images for an existing product in Magento, category and images are pushed only upon product creation.

NOTE: DEAR products can only be synced as a simple product (not a bundle) in Magento even if it has a bill of material in DEAR. DEAR product families are synced as configurable products in Magento. This is due to a limitation of the integration. 

WARNING! Updating products from the catalog will update the stock level in Magento regardless of the Update Stock Levels in Magento setting status. 

To list or update a product on Magento:

  1. Under the Catalog tab, click the product on the list.
  2. Specify an Attribute Set for the product. It is required to specify the Magento Attribute Set in order to create a product in Magento. DEAR products must have an Attribute Set specified to be listed.
  3. Enable or disable stock level syncing at the individual product level.
  4. Click List on Magento for a new listing, or Update on Magento for a product that has already been listed.
  5. Save your changes.

To unlist a product on Magento:

  1. Click on the product in the Catalog tab.
  2. Click Unlink to unlist the product. This also deletes the link between the products in Magento and DEAR, although the items remain in both systems.
  3. Save your changes.

To remove a product from Magento:

  1. Click on the product in the Catalog tab. 
  2. Click Remove from Magento.
  3. Click Save.


Bulk Listing

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All products in DEAR can be bulk-listed to Magento through the Bulk Listing tab. If products are already listed, this action will update them.

When Use Buffer Inventory setting is enabled from the Setup tab, Sync Quantity and Buffer Inventory quantity will be added as fields to the Bulk Listing tables alongside stock availability. See Buffer Inventory for more information. 

To list products on Magento in bulk:

  1. Go to the Bulk Listing tab.
  2. Select products to upload in bulk. You can select products by Category, Brand, Family, Product Tag, Attribute Set, Listing Status, Products Listed in (another channel) and through manual search.

NOTE: If you have multiple stores in another sales channel, e.g. two different Shopify stores, these will be displayed separately in the list of sales channels from which products can be selected for upload.

  1. To automatically enable products in Magento after the bulk listing, set the Create products in enabled status button to Yes.
  2. Specify an Attribute Set for the product. It is required to specify the Magento Attribute Set in order to create a product in Magento. DEAR products must have an Attribute Set specified to be listed.
  3. Click List to upload all selected products. You can also Unlist and Unlink products in bulk in the same way.

Buffer Inventory

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Instead of showing actual inventory values in e-Commerce storefronts, many retailers prefer to display an estimated display quantity where there is a safe buffer stock on their backend to avoid overselling products. DEAR allows for an inventory buffer on stock quantities pushed to Magento, both for the whole channel and at the product level. 

Buffer inventory levels for the whole channel are controlled from the Setup tab. Update Stock Levels in Magento setting must be enabled. 

  • Use Buffer Inventory: Displayed when Update Stock Levels in Magento is enabled. Allows for an inventory buffer on stock quantities pushed to Magento. Enabling this setting will enable the Buffer Inventory field. 
  • Buffer Inventory: Displayed when Use Buffer Inventory is enabled. Enter an integer number of stock to act as a buffer.  Sync Quantity passed to Magento when updating stock levels will be equal to Actual Stock - Buffer Inventory

When this setting is enabled, Sync Quantity and Buffer Inventory quantity will be added as fields to the Catalog and Bulk Listing tables alongside stock availability. However, sync quantities will only be updated in the channel if the user updates or lists a product. 

Buffer Inventory for the whole channel can be overwritten by a product level buffer from either the Catalog or Bulk Listing page (Use buffer inventory must be enabled from the channel Setup tab). The product level buffer value will ALWAYS override the value set on the Setup tab. If the Setup tab buffer inventory value is changed, this will not affect products with product level buffers.

NOTE: Product level inventory buffer is disabled by default. In the case of wanting to turn off inventory buffer for certain products only, the user will need to enable buffer inventory and enter a value to apply it to the whole catalog, THEN set product level buffer to 0 for those products, then update or list the item to apply changes.

If the user wishes to apply inventory buffer ONLY to one or more specific products, inventory buffer should be enabled on the Setup tab and set to 0. Then, product-level buffer inventory can be enabled and configured for products from either the catalog or bulk listing page. You will need to list or update the item to apply changes. 

On the Catalog page:

Click on a listed or unlisted item to open a pop-up window and slide Use Product Level Buffer Inventory to enable. You can then enter an integer value for Product level buffer which will overwrite the channel buffer value. You will then need to Update or List the product for the new stock level quantity to be displayed in the channel. Save and Close to continue.

On the Bulk Listing page:

Use this to update product level buffer for multiple items at once. Use the search box and filter options to filter items to list/update in bulk. 

The Use Buffer Inventory menu allows you to Turn on product level setting, Remove product level setting, or Don't update existing setting

Turning on product level setting allows you to then enter an integer value for Product level buffer. Click List to overwrite the channel buffer value for the filtered products with the product level buffer. 

Selecting Remove product level setting, then List, will remove the product level setting from the filtered products and return them to the channel buffer inventory value. 

Selecting Don't update existing setting will leave all buffer values, including product level buffer values, unchanged when updating listings or making a new listing.

Orders and Sales

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Processing Pending Orders

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When a Magento store is connected to DEAR, automatic notifications are triggered when orders are created, when their status is changed, and when they are cancelled or deleted. 

Depending on the Order Capture setting, DEAR will capture a Magento Order and save it as a pending order when it is created, paid, or in any of the following states: Processing, Complete, Refunded, Closed. It may take up to 10 minutes for the order to be picked up by DEAR because Magento may send notifications with some delay.

Whenever a sale is captured from Magento, it is first placed into Pending Orders, and stock is allocated immediately. 

If integration setting = No Consolidation, DEAR imports new orders immediately as individual sales orders. 

If integration setting = Daily Consolidation, DEAR imports new orders once daily as a consolidated sale order. 

If No Consolidation is selected, each Magento sale is converted into an identical sale in DEAR, keeping the same customer and shipping information. If Daily Consolidation is selected, the single daily sale task will use the customer selected in the integration settings, and customer, billing and shipping information imported from Magento will be ignored. 

When a Magento order is cancelled or deleted, DEAR automatically finds and voids the corresponding sale task, if created. If the order has not yet been processed, DEAR removes the associated pending order.

When processing orders, the logic is identical to that of the DEAR UI. DropShipping, Kitting and other important scenarios are implemented in the same way as through the DEAR UI.

Pending Orders can be processed manually by clicking Process, which writes the orders into DEAR as sales tasks. They can then be viewed under the Log tab.

Loading Customers

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Customers can be loaded from Magento to DEAR in the Catalog tab by clicking Download → Customers.

This function downloads all customers from Magento to DEAR. If the customer already exists in DEAR, this function updates any details that have been changed in Magento. As DEAR automatically creates customers when processing sales orders (if the No Consolidation option is selected), this function is generally only used for testing purposes. 

This function creates a customer in DEAR with Contact, Billing and Business addresses captured from Magento. It is not possible to upload Customers from DEAR to Magento. 

Customer field mapping

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BillingAddressAddresses (DefaultBilling) country_id, region.region, BillingAddressLine1,  Street, Postcode, City
ShippingAddressAddresses  (DefaultShipping) country_id, region.region, BillingAddressLine1,  Street, Postcode, City
Name, Contactfirstname + lastname

Downloading Orders and Payments

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Orders are automatically downloaded if their status in Magento is changed (for example, a customer pays for an order). 

NOTE: Generally, you do not need to trigger manual downloading of orders. However, if an order was not captured by DEAR or if you want to load historical sales, you can click the Load Orders button to load the orders from Magento manually.

All loaded orders are saved to the Pending Orders section, which serves as temporary storage of all sales and payments in DEAR. If an order already has an entry in the Log, i.e. it was imported previously, it will be skipped. This guarantees that no duplicate sales will be created by DEAR.

While saving orders, DEAR captures customer information, billing and shipping addresses. All line items are captured together with quantities, prices and totals. Total order discounts are applied as are additional charges to the whole order, without distribution by lines to reduce the chance of discrepancy.

Shipping and handling are also saved as additional charges in the Sale invoice under Shipping.

If a Payment Account has been specified in Setup, DEAR will always assign associated payments to the captured Magento orders.

When a Magento order is cancelled, DEAR automatically finds and voids the corresponding sale task if already created as a Sale Order or just removes the associated pending order if not yet processed.

The final step in the order download is to trigger the update of stock levels in other Magento stores and other connected eCommerce channels. This is performed by clicking Update Quantities in Magento from the Catalog tab.

Orders, Refunds, and Payments mapping

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Orders and sales

Discounts, amounts, tax amountsCalculated from many fields in Magento2 respecting integration logic
Customer and Customer Details (Contact, Phone, Email)

If Use Company as a Customer is disabled:

  • Customer from Magento2 sale will be used, if no customer is specified the default customer in Magento2 integration Settings will be used.

If Company name (optional) as a Customer is enabled:

  • Company name from Magento2 sale will be used with customer name as a contact. If no company name is given the customer from Magento2 will be used, if no customer is specified the default customer in Magento2 integration Settings will be used.

Billing Address, Contact
  • Billing address from Magento2 will be used. This is a mandatory field in Magento2.  
  • If billing address not specified, shipping address from Magento2 will be used. 
  • If customer is not provided in Magento2, billing address for the default customer will be used.

Shipping Address, Contact
  • Shipping address from Magento2 will be used. Including ExtensionAttributes.ShippingAssignments
  • If shipping address not specified, this field will be left blank.
  • If customer is not provided, default customer shipping address will be used.
  • If Ship to different address is unchecked the billing address will be used as the shipping address.

TermsDefault payment terms (Settings → Reference Books → Payment Terms).
Sales Rep
  • Sales Representative Name specified in Magento2 Settings.
  • If Sales Representative name is not specified, Magento2 store name will be used. 
  • Optional Revenue Account specified in Magento2 Settings
  • If Optional Revenue Account is not specified, default sales account will be used.

Tax RulesWill be set according to Tax Rule Mapping in Magento2 settings.
  • If order routing is enabled, the field will have value determined by order routing.
  • Otherwise if Magento2 sale has fulfilment and Magento2 location is mapped to a DEAR location, this DEAR location will be used. 
  • Otherwise default Magento2 location for online sales will be used.

Ship to CompanyCompany name from Magento2 if provided.
Ship to ContactCustomer contact name from Magento2 if provided.

Magento2 carrier information will be used.

If no Magento2 carrier information is provided, Local Pickup will be used.

CustomerReference, CustomerNote, ShippingNotesStatusHistories + ExtensionAttributes.GiftMessage.Message
Order linesItems including prices, taxes, quantities respecting type of Magento2 order: Bundle, family, Configurable and so on

Refunds and Credit Memo

DEAR Refund/Credit MemoMAGENTO 2 fields from CreditMemo

Comments (into one string)

RefundID, RefundNumber



Payments using similar mapping as below

Lines (separate lines for several sources)Combination of ShippingTaxAmount, ShippingAmount, AdjustmentNegative, AdjustmentPositive

DiscountTaxCompensationAmount, DiscountAmount

Items: TaxAmount, RowTotal, TotalPerLine, Qty, Quantity, SKU


DEAR Payment fieldMAGENTO 2 payment information






CreatedAt from last of history items

Updating Fulfilment in Magento

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When a shipment is authorised in DEAR and the carrier is specified, DEAR will try to create order shipment information in Magento. This will only work in the No Consolidation processing mode.


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Each captured Magento order, once saved to Pending Orders, creates a Log entry to track the link between the Sale in DEAR and in Magento. This eliminates the possibility of creating duplicate orders when capturing the same order several times during manual order load.

Each Log entry has a link to the sale task in DEAR. Depending on the settings selected by the user in the Setup tab, this sales task could be draft or authorised, one or more of the Pick, Pack and Ship tabs could be authorised, and payment could have been applied to the invoice. 

Log entries allow you to see which Sale task reflects a particular Magento sale. You also have the option to delete a Log entry manually. This will allow reprocessing of the order if required. Deleting a log entry will not void or delete its associated sale task.

To view the details of a specific sale task log record, click the Sale Task no. This opens the Sale Task Details in another browser window or tab.

To delete a specific log record, click the Delete icon. This allows the sale task to be reprocessed if required.

Reloading Orders from Magento

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If for any reason you need to reload an order from Magento, this can be managed from DEAR. DEAR allows loading historical sales data a maximum of one year old.

To reload an order from Magento:

  1. Void the sale task. A record of this will be kept in DEAR for reconciliation purposes, but the transactional data will be deleted. 
  2. Return to the Magento integration Log tab and delete the Log entry. This will allow the order to be recaptured from Magento.
  3. Navigate to the Pending Orders tab and click Load Orders, making sure the date is set to before the order to reload was made. DEAR allows loading historical sales data a maximum of one year old.


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DEAR captures refunds from Magento. DEAR will then capture the refund and return/restock and apply them to the associated sale task.

Please note that if the sale is unfulfilled, this will cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfilment. If you are experiencing this error, you will need to enable the Ignore restock for non-fulfilled sales setting.

Submit returns request via RMA portal

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Customers can submit returns requests via Cin7 Core RMA Portal if your organization subscription has this feature, allowing customers to initiate the Cin7 Core RMA workflow, and view the status of their returns. This includes sales processed through connected eCommerce channels. 

Any Cin7 Core customer can submit a returns requests via the returns portal with an order number or invoice number and email address simply by accessing the relevant URL. We recommend adding the URL to the return portal to your default sale email template sent to customers. Please see detailed instructions at RMA Portal for returns requests

Please note that refunds/restocked processed in this way will not be automatically exported to the eCommerce channel, and will have to be added manually updated within the channel. You may prefer to use the returns workflow offered by Magento if you do not need the additional RMA workflow features in Core. 

Refunds for sales predating integration with DEAR

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Merchants with eCommerce channels occasionally have to process returns or refunds for a sale that predates integration of the eCommerce channel with DEAR. 

Sales and refund information is imported automatically from the eCommerce channel to DEAR, but can also be manually imported via the DEAR web portal. Historical refunds and returns are handled differently for each case. 

Automatic import: DEAR checks the sale order date against the date of integration with the eCommerce channel. If the sale order date predates the date of integration, credit note and refund are imported without the corresponding historical sale task. 

  • A sale is created without order lines or invoice lines. 
  • Credit note tab shows refunded items and if a refund was processed in the eCommerce channel it will be captured on this tab. 
  • Restock tab is left empty and no stock adjustments are made. 

Manual import: Manually loading orders from Magento functions in the same way whether the sale took place before or after integration with DEAR. 

  • From the Pending Orders tab, click Load orders and select a date to load sales, including historical sales as Pending Orders. Process the sale associated with the refund. 
  • The sale order with have order, invoice, pick, pack, and ship lines. It will also have credit note and restock lines. 
  • User will have to perform a manual stock adjustment to correct any discrepancies from the refund. 

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