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Created: 20/02/2016 | By: Magenest | Email: [email protected]
Introduction
Magento 2 Vtiger CRM Integration synchronizes data automatically between your Magento 2 site and Vtiger CRM.
Extension's page: http://store.magenest.com/magento-2-zoho-crm-integration.html
Features
- Allows synchronizing and updating Customers from Magento 2 store into Vtiger CRM Leads, Organizations, Contacts
- Allows synchronizing Orders from Magento 2 store into Vtiger CRM SalesOrders
- Allows synchronizing Invoices from Magento 2 store into Vtiger CRM Invoices
- Allows synchronizing and updating Products from Magento 2 store into Vtiger CRM Products
- Allows admins define the mapping fields in backend with ease.
- Mapping manually between Magento 2 attributes and Vtiger CRM custom fields
System Requirements
Your store should be running on Magento Community Edition version 2.0.0 and more.
Installation
Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:
In the above example we switched the local site to the module directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.
Now, using your Command line/Terminal, log into your ssh server, go to your Magento root directory, say it's named magento2, and execute the following commands:
cd ..
sudo chmod -R 777 magento2
cd magento2
php bin/magento setup:upgrade
sudo chmod -R 777 var pub
After running all these, your Command line/Terminal window might look like this:
Afterwards, go to your backend site, go to System > Cache Management and flush all caches
Now you can go to your store and check if the extension is working as expected. We are sure it is!
Configuration
Main Functions
When a new account is registered in Magento 2, Vtiger will automatically add a new record of this account in Leads
When a customer updates his information, data in Leads and Contacts will also be updated automatically
