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Created: 16/01/2017 | By: Magenest | Support Portal:http://servicedesk.izysync.com/servicedesk/customer/portal/105
Magento 2 Vtiger CRM Integration synchronizes data automatically between your Woocommerce site and Vtiger CRM.
Extension's page:Vtiger CRM Integration
Report Sync data between Woocomerce and Salesforce.A
Go to https://www.vtiger.com/log-in/ to log in ( if you had an existing Vtiger account) or register new one.
Scroll to bottom of the page, you can see the Access Key in User information
Go to the Vtiger CRM tab, then the Vtiger CRM menu will be shown.
Configuration in Woocommerce
To start using the extension, admins need to set some configurations by navigating to WooCommerce > Settings > VtigerCMR integration
Expand the VtigerCRM Information section, there are three fields will be shown.
Username: Your Vtiger username.
URL: Please follow the format of your_vtiger_site/webservice.php
Access Key: Used the access key which saved in the previous step to enter this field.
· After that, you need select option Module sync (Orders in Woocommerce into Contact of vtiger CRM, to Vtiger and Sync mode: Auto (Auto Sync Vtiger) or Manual (Add to Queue)
Config field mapping
Go to Vtiger CRM Integration >Fields Mapping
You can add new field by click button Add new
Remember to click Add new to store information
Notice: Please attention many mandatory field in Vtiger you must add
Sync to Vtiger
1. If you config Sync mode is Automatically
2. If you config Sync mode is Manually
Your task will be added to the queue:
Report
You can see all synchronized records.
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