After you install Payment Services, you can easily configure it from within the home or via the Command-line Interface (CLI).
Payment Services combines order data exported from Magento Open Source and Adobe Commerce with aggregated payment data from payment providers to create useful reports. The Payment Services extension uses indexers to efficiently collect all necessary data for the reports.
To learn about the data used in Payment Services reporting, See Order payment status report.
If you want to use a
BY SCHEDULE index mode on Magento Open Source, you must configure cron. See Configure and run cron.
Order data is exported and persisted in the Payment Service, using one of two index modes—
ON SAVE (default) or
BY SCHEDULE (recommended).
The following indexes are for Payment Services:
||Sales Order Feed||Builds index of order data|
||Sales Order Statuses Feed||Builds index of sales order statuses data|
||Stores Feed||Builds index of store data|
To change the index mode for all three indexers, run:
bin/magento indexer:set-mode schedule sales_order_data_exporter sales_order_status_data_exporter store_data_exporter
If you don’t specify any indexers in your command, all indexers are updated to the same value. If you want to change a specific indexer, you must list it in your command.
To learn more about manually changing the mode of an indexer, see Configure indexers in the developer documentation. To learn how to change it in the Admin, see Index management in the core user guide.
You can manually reindex data, instead of waiting for it to happen automatically. See Reindex in Manage the Indexers for more information.
BY SCHEDULE mode is set, the system tracks changed entities and the cron job updates the index for them based on a set schedule. See Run cron from the command line in Configure and run cron) to learn how to manually trigger indexation using cron jobs.
After the data is indexed, it will be sent automatically to Payment Services. You can also manually trigger the process of sending indexed data with this command:
bin/magento saas:resync --feed [feedName]
Use the following command options:
||Performs a reindexation of the specified feed and sends it to the corresponding service|
||Skips indexation and sends unsynced data from the indexes|
--feed parameter allows you to specify which feed you want to send:
||Orders feed in Production mode|
||Orders feed in Sandbox mode|
||Order statuses in Production mode|
||Order statuses in Sandbox mode|
||Stores in Production mode|
||Stores in Sandbox mode|
All data needed for the reports is sent to Payment Services automatically if cron is configured and installed. You can also manually trigger the process of sending cron data to Payment Services.
bin/magento cron:run --group payment_services_data_export
To learn more about reindexing and indexers, see the Manage the indexers topic in the developer documentation.