> For the complete documentation index, see [llms.txt](https://docs.solutioo.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.solutioo.de/magento-2-api-connector/magento2_en_us/troubleshooting-and-support/presets-initial-setup-catalog-sync-and-sales-sync.md).

# Presets: Initial Setup, Catalog Sync, and Sales Sync

Presets prepare a cockpit selection in a logical order. They do not execute the selection themselves.

### Run Initial Setup

Marks payment/shipping methods, websites, store views, taxes, attributes, customer groups, and statuses. Then run **Run Selected** and subsequently complete the mappings.

### Run Catalog Sync

Marks Categories, Category Details, and Category Products. Then run **Run Selected**. Products are processed separately via the Products area.

### Run Sales Sync

Marks Orders and — if enabled — Credit Memos. Then run **Run Selected**.

{% hint style="danger" %}
Downloading credit memos does not mean a correct BC sales credit memo is created. The documented blanket order malfunction remains.
{% endhint %}

### Verify Selection

Check Enabled, Ready, Run Order, and Blocking Reason. After execution, verify the result count and business logs; a green cockpit row alone is not proof of success.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.solutioo.de/magento-2-api-connector/magento2_en_us/troubleshooting-and-support/presets-initial-setup-catalog-sync-and-sales-sync.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
