Configure Payment Services

After you install Payment Services, you can easily configure it from within the Admin or via the Command Line Interface (CLI).

Configure data export

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 of the necessary data for the reports.

See our user guide to learn about the data used in Payment Services reporting.

Configure cron on Magento Open Source

If you want to use a BY SCHEDULE index mode on Magento Open Source, you must configure cron. See Configure and run cron.

Set indexers

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:

Code Name Description
sales_order_data_exporter Sales Order Feed Builds index of order data
sales_order_status_data_exporter Sales Order Statuses Feed Builds index of sales order statuses data
store_data_exporter Stores Feed Builds index of store data

To change the index mode for all three indexers, run:

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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.

See Configure indexers in Manage the Indexers to learn more about manually changing the mode of an indexer or Index management to learn how to to change it in the Admin.

Manually reindex data

You can manually reindex data, instead of waiting for it to happen automatically. See Reindex in Manage the Indexers for more information.

When BY SCHEDULE mode is set, the system keeps track of 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.

Send reindexed data to payment service

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:

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bin/magento saas:resync --feed [feedName]

Use the following command options:

Command Description
bin/magento saas:resync --feed [feedName] Performs a re-indexation of the specified feed and sends it to the corresponding service
bin/magento saas:resync --no-reindex Skips indexation and sends un-synced data from the indexes

The --feed parameter allows you to specify which feed you want to send:

Feed Description
paymentServicesOrdersProduction Orders feed in Production mode
paymentServicesOrdersSandbox Orders feed in Sandbox mode
paymentServicesOrderStatusesProduction Order statuses in Production mode
paymentServicesOrderStatusesSandbox Order statuses in Sandbox mode
paymentServicesStoresProduction Stores in Production mode
paymentServicesStoresSandbox 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.

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bin/magento cron:run --group payment_services_data_export

See Manage the indexers to learn more about re-indexing and indexers.