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Setup and Configuration - Setting Up Your Account

How-to Guide

Authors:

Ian McMillan, Ankit Mehta, Anita Gu

Changed on:

21 Sept 2026

Key Points

  • Understand the steps required to set up your account efficiently.
  • Learn the key considerations to ensure a smooth configuration process.
  • Familiarize yourself with important tools and features for account management.
  • Gain insights into best practices for maintaining your account effectively.

Steps

Step arrow right iconPrerequisites

  • Access to a Fluent Account, including the Account Admin credentials
  • The Fluent CLI is successfully installed (see Getting Started with the Fluent CLI)
  • Postman (and the Fluent CLI Test Collection) - right click and save this file to your local machine, we will import this postman collection later during this training course.

Step arrow right iconCreating a profile for the account you intend to interact with

  • Open the .json that contains your Technical Training Account credentials and make a note of the following:
    • `fluent.account.client.id`
    • `fluent.account.username`
    • `fluent.account.password`
    • `fluent.account.client.secret`
  • Open your Terminal Window as an administrator and enter the following command, replacing the values in the brackets < > with your values
    `fluent profile create cli-b2c --id <ACCOUNT_ID> --base-url https://<account_id>.sandbox.api.fluentretail.com --username <account_id>_admin --password <password> --client-secret <client_secret>``

    Make sure you replace the placeholders above with the relevant Account information.

Step arrow right iconCreating a new Retailer called B2C

Create the B2C retailer by executing the following command`fluent retailer create b2c --email b2c@test.com --profile cli-b2c`
  • `Once you have executed the above command, the new retailer B2C is created, take a note of the retailer id, this will be required later in the course.`
`Verify the account has been created`From your terminal window run the following commands:`fluent retailer list`
  • This will display your profile ID, Retailer ref and Retailer ID