Set up the Optimizely Product Information Management sync job in Optimizely Configured Commerce

  • Updated

As part of the onboarding process, your implementation team (whether Optimizely or your partner) will need to set up the job that sends data into Optimizely Product Information Management (PIM), such as your websites, related product types, and languages. Your partner will follow these steps to set up this connection.

This job should only be set to point to the customer's environment, not to a partner QA or test site. For more information on the additional PIM jobs and how to publish products from the PIM, see Publish Optimizely Product Information Management Updates to Configured Commerce.

Set up the PIM connection

  1. Obtain machine to machine credentials from the Operations team. This will include the Client ID and Client Secret.
  2. Log into the customer's sandbox Admin Console.
  3. Go to Administration > Jobs > Connections.
  4. Click Add Integration Connection.
  5. Set up the new connection as follows:
    Field Name Field Properties
    Name PIM
    Type Name ApiClientCredentialsEndpoint
    Source Server Time Zone Central Time (US & Canada)
    Debugging Enabled No
    Token Endpoint

    https://login.microsoftonline.com/episerveridentity.onmicrosoft.com/oauth2/tokenhttps://auth.insitesoft.com (production)

    API Address

    https://pim.B2B Commerce Cloud.net (production)

    Client ID

    [enter the information you received from Operations]

    Client Secret

    [enter the information you received from Operations]

  6. Click Save.

Enable the PIM connector

  1. Go to Adminstration > System > Settings in the Admin Console.
  2. Search for "Enable Optimizely PIM."
  3. Toggle this setting to YES.
  4. For the Optimizely PIM API Connection setting, select PIM from the drop-down list.
  5. Click Save.
  6. You will then be prompted to set up job definitions. Click Yes.

Set up job definitions

  1. Go to Administration > Jobs > Job Definitions.
  2. Search for "PIM."
  3. Edit the job PIM: Synch Setup Data.
  4. Set the Connection to Internal.
  5. Click the More Options button and choose Schedule Job.
  6. Schedule the job to run immediately and click Schedule Job.
  7. Select the History tab.
  8. Validate that your job has run successfully. If it has not, check your settings and try the job again.

Validate in the PIM

  1. Log in to the PIM instance.
  2. Go to Configure > Properties.
  3. Click Add Property.
  4. Enter test information to allow you to click Continue.
  5. On the Property Mapping step, validate that the Property Mappings to B2B Commerce dropdown menu is populated. If so, you have correctly set up the PIM Synch job.
  6. If Operations provided you with this information, you can also go to Configure > Settings and add the CDN Prefix.