Setting Up the CellarPass + Commerce 7 Integration

The integration between CellarPass and Commerce 7 provides many features that helps provide a robust guest management solution.

The integration between CellarPass and Commerce 7 provides many features that helps provide a robust guest management solution. To learn more about this, we recommend scheduling a demonstration with one of our customer service representatives. Please note that you must have admin-level access to CellarPass to request and configure the Commerce 7 integration.

 

STEP 1. INSTALLING CELLARPASS APP IN COMMERCE7

1. Within the Commerce7 admin panel, go to Apps & Extensions
2. Search for "CellarPass"
3. Click the Install App button.

STEP 2. IDENTIFYING YOUR COMMERCE7 TENANT & PROFILE ID

To successfully connect CellarPass to Commerce7, you will need to locate the following information from within the Commerce7 admin panel.

1. Commerce 7 Tenant (this will be part of your URL in the admin panel)
2. 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 C7 POS Profile GUID (aka number) from the URL. (for example: yourcommerce7domain.com/setting/pos-profile/d2050264-56d1-4618-88g3-be324a674a40)

You would only need to copy this from Commerce7 into POS Profile field in CellarPass: 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 Tenant. This is the name that Commerce7 refers to for your C7 account.
7. Enter the Commerce 7 POS Profile ID (this will be a long string comprising a mix of numbers and alpha characters) See above more more details.
8. 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:
   1. Guest Last Name
   2. Guest First Name
   3. Guest Email Address
   4. Guest Phone
   5. Guest City, State
   6. 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.