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Thank you for purchasing my extension. If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here. Thanks so much!

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:

 

magento installation guide

 

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, Organizations, Contacts.


 

 



When a customer adds items to cart then check out, Sales Orders in Vtiger will be auto synced




When an invoice is made by admin in Magento 2, Invoice in Vtiger will be synced



 

When admin add a new product in Magento 2, Vtiger will auto sync data about that product




Update

 

  • 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.

 

Support

 

  • Magenest offers the response time can be up to 3-5 days.
  • We offers lifetime support free for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products work well in your site exactly like our demo.
  • Support DOES NOT include other services as customize our product to fit your own needs, installation service, uninstallation service. We ONLYsupport you with exist features of module

 

 

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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