AMS Export Tool

App Technical Description 

The AMS Export Tool exports customer, order, and order line-item data from Commerce7 in an AMS-compatible format. It creates a customer metadata field to map AMS customer numbers and ensures sales transactions are correctly associated when SKUs match. The app generates three import-ready reports: Customers, Orders, and Order Details (Line Items).

For quick access to the topic you are looking for, click the corresponding link below:

• Setup Instructions
• How to Export a Report with AMS Export Tools
• Type of Reports

Setup Instructions

1. Install the App on Commerce7

• From the Commerce7 Admin Panel, go to Apps & Extensions, then select Apps. (You must have Admin Owner role to install the app)
• Search for the AMS Export Tool by Treefrog Digital, click on the app, and then click Install App.

2. Assign the AMS Customer ID to existing customers

• The app will automatically create a customer metadata field called AMS Customer ID.
• For those existing customers, you must manually assign the correct AMS Customer ID in the new metadata field
• Head into CRM - Customers - Select the desired customer, then click on Edit Customer

• Scroll down until you see the AMS Customer ID field, then type in the AMS ID and click on Save Customer.
• Repeat this step with other customers if needed.

How to Export a Report with AMS Export Tools

1. From the Commerce7 admin panel, click Reports, then Order Reports.
2. Locate the AMS Export Tool and click it.

3. To export or request a report, specify a date range for your report:

• Select the Start Date for your report.
• Select the End Date for your report.

4. Additionally, you can filter using the Channel option.
5. Once you’ve selected your date range, click the blue Run Report button. A notice will appear confirming that your report is being processed.

• The system will process your request. This may take a few seconds or a few minutes, depending on the date range and the amount of information being exported.

6. Once processing is complete, the report status will show as Done. You will see a Download button and also receive a copy of your report by email.

• Note: The download links in the email will expire 24 hours after they are sent

Type of Reports

You will be able to download three types of reports: