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Created: 16/01/2017 | By: Magenest | Support Portal: http://servicedesk.izysync.com/servicedesk/customer/portal/25
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Introduction
Magento 2 Vtiger CRM Integration synchronizes Integration synchronizes data automatically between your Magento 2 site and Vtiger CRM.
Extension's page:Vtiger CRM Integration
Features
- Allows synchronizing and updating Customers from Magento 2 store into to Vtiger CRM Leads, Organizations, Contacts.
- Allows synchronizing Orders from Magento 2 store into to Vtiger CRM Sales Orders.
- Allows synchronizing Invoices from Magento 2 store into to Vtiger CRM Invoices.
- Allows synchronizing and updating Products from Magento 2 store into to Vtiger CRM Products.
- Allows admins to define the mapping fields in the backend with ease.
- Mapping manually between Magento 2 attributes and Vtiger CRM custom fields.
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Compatible with Vtiger CRM: 5.1*, 5.2.*, 5.3.*, 5.4.*, 6.0.*, 6.1.*, 6.2.*, 6.3.*, 6.4.*
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Configuration
Configuration
Video Tutorial
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Set up Vtiger account
Go to https://www.vtiger.com/log-in/ to
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log in (if you
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already have a Vtiger account) or register a new one.
Getting Vtiger Access Key
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Access your Vtiger account and click on your profile name on the top right corner, then go to My Preferences
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Magento Back End
Configuration
On the left menu bar, go to Vtiger CRM Integration > Configuration > Magenest > Vtiger Integration Setting
In
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Please save this information to start using the Vtiger CRM Integration extension. |
Back End
Go to the Vtiger CRM tab, then the Vtiger CRM menu will be shown.
There are 4 sub-tabs that admins need to consider:
Configuration
To start using the extension, admins need to set some configurations by clicking Vtiger CRM > Configuration.
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the VtigerCRM Information section, there are three fields that will be shown.
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- Username: Your Vtiger username.
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- URL: Please follow the format of your_vtiger_site/webservice.php
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- Access Key: Used the access key
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Check Connect VtigerCRM: After filling in some information mentioned above, please click on the Check Connect VtigerCRM button to make sure that these information entered is correctly.
Expand the Synchronization Settings section, there are seven sub-sections will be shown:
Expand the sub-section named Sync Account, there are two fileds (in the first time)
Enable: Yes/No.
Sync Mode: There are two options to choose:
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- in your preferences in Vtiger (see the "Get Vtiger access key" guide above)
Click on the Save Config and Check Connect VtigerCRM button.
Set
- Cron Job: Admin will set a period of time to sync data
Example: When admin set 5 times at the Time field, that means the data of account will be synced from the Magento 2 site to the Vitger CRM account after 5 minutes automatically.
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Add All Customers To Queue button: If admin want to sync all of existing customers before the time that the extension is installed, please click on this button to use this feature. |
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Up Field Mapping
In order to synchronize data fields from the Magento 2 store to your Vtiger CRM account correctly, you need to create the mapping for these fields first.
Go
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to Vtiger Integration > Field Mapping
The module enables a grid table to manage mapping fields between Magento 2 and Vtiger CRM. You can choose which data fields you want to sync from Magento 2 to Vtiger CRM account.
From the manage mapping, you can export, change the status with enable and disable options, edit or delete a mapping.
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In order to create a new mapping,
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click on
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the Add New Mapping
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button
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- Type: select data type: Leads, Contacts, Accounts, SalesOrders, Invoices, Products
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- .
- Description: describe the data information
- Magento field: select the Magento data field
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- you want to synchronize from Magento
- Vtiger
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- field: select the Vtiger field
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- you want to
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- synchronize into Vtiger.
- Status: select Enabled/Disabled.
Remember to click Save Mapping to store information.
Process Synchronization
If the App mode is Cron Job, Queue page is the place which the created, updated data is stored in and are waiting to be synced. If you wish to sync data right away, you can press Sync Now button.
Click Save Mapping to save the field mapping setting.
You can Save and Continue Edit while setting the mapping to ensure that you won't lose the settings due to unwanted reasons like losing your Internet connection.
You can Update All Fields to update the fields in Vtiger to Magento 2.
In the Synchronization Settings section, there are synchronization settings: Sync Accounts (Organization), Sync Contact, Sync Lead, Sync Products (items in Vtiger CRM), Sync Orders, and Sync Invoices.
In each section, you can
- Enable: Choose Yes to enable the synchronization mode. The Sync Mode will show up
- Sync Mode: You can set the sync mode to be Immediately or Cron Job
Immediately: The extension will sync all of accounts from the Magento 2 site to the Vtiger CRM account immediately.
- Cron Job: The data will be sync manually according to the time setting. You have 7 options: 5 minutes, 10 minutes, 15 minutes, 30 minutes, 45 minutes, 1 hour, 2 hours. By this time, the data will be added to the Queue List before processing.
Example: When the admin sets 5 minutes at the Time field, that means the data of the account will be synced from the Magento 2 site to the Vitger CRM account after 5 minutes automatically.
Queue List
In Queue List, you can modify the data before synchronizing, select the data, and choose Actions > Delete.
You can press the Sync Now button to sync all the data in Queue to Vtiger CRM immediately.
You can also View Request Daily to see the synchronization report.
Note that synchronizing will take some time, the length of time depends on the size of data.
View Report
When the process is done, go to Vtiger Integration >
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Manage Report to check what is synced in the grid.
- If the data is synced right, the Status will
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- be success and the Message will be "OK"
- If there's a problem during the syncing process, the Status will be error and the Message tab will show the error message like the record below.
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You can easily check the synchronization with the View Request Daily button and View On
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Vtiger button.
Navigate to Salesforce Integration > Request Daily Report, admins can easily follow their synchronization status.
Data Integration Settings
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To add a new mapping, click on Add button, Add New Mapping page will show up
Type: Choose table you want to map
Vtiger Field: Choose Vtiger Field
Magento Field: Choose corresponding Magento Field
Status: Inactive or active
Description: Describe your mapping
Hit Save when done, your mapping is ready for the next sync.
Main Functions
When a new account is registered in Magento 2, Vtiger will automatically add a new record of this account in Leads, Organizations, Contacts.
When a customer adds items to the cart then
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checks out, Sales Orders in Vtiger will be auto-synced.
When an invoice is made by admin in Magento 2, the Invoice in Vtiger will be synced.
When the admin
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adds a new product in Magento 2, Vtiger will auto-sync data about that product.
When the admin edits a customer account/product in Magento 2, that customer/product will also be changed from Leads, Organizations and Contacts, products in Vtiger.
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Update
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- When a bug fix or new feature is released, we will provide you with the module's new package.
- All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
- Flush the config cache. Your store and newly installed module should be working as expected.
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Support
- We will reply to support requests after within 2 business days.
- We will offer lifetime free update updates and 6 months of free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other series such as customizing our products, installation, and uninstallation service.
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Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.
Magenest
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