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Vtiger CRM Integration with Magento

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Bindu Rekha Babu
25 Sep, 2023 - Updated 4 months ago
Table of Contents

Introduction

Shopping Cart is the extension in Vtiger CRM that supports integration with Magento

If you are a Magento user, you can install the Shopping Cart extension, configure Magento in Vtiger, and effortlessly sync data for the following:

  • Contacts in Vtiger -> Customers in Magento
  • Products in Vtiger -> Products in Magento
  • Sales Orders in Vtiger -> Orders in Magento


 
 

Feature Availability

Sales Starter

Sales Professional

Sales Enterprise

All-in-One Professional

All-in-One Enterprise

Feature Availability

Quotes

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Benefits of Integrating Vtiger CRM with Magento

By integrating Magento with Vitger CRM, you can:

  • Get a single view of Magento Orders regardless of whether you work in Vtiger or Magento
  • Track customers to see where they are on the buying journey.
  • Send promotional campaigns from Vtiger to potential customers.
  • Access all the purchased items and proactively engage with customers from Vtiger.

Integrating Magento with Vtigers requires you to:

  • Install the Shopping Cart extension
  • Install Vtiger Patch On Magento
  • Connect Vtiger with Magento using a Shopping Cart

In this article, you will learn about all of the above.

Installing Shopping Cart

Since a Shopping Cart is an extension, you must first install it from the Extension Store to use it. Please note that you must be an Admin user to use the Extension Store and install the Shopping Cart.

 

Follow these steps to install the Shopping Cart.

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Add-ons at the bottom of the menu. You will land in the Extension Store.
  4. Search for the Shopping Cart using the search bar.
  5. Click Install.
  6. Click Yes to confirm.
 

After you install it, you can see the Shopping Cart under the Contacts, Products, and Sales Orders modules. 

Installing Vtiger Patch On Magento

We have developed a patch that has to be deployed into the Magento source. The patch is available here. After downloading the patch MagentoConnector.zip, go to the Magento source and extract the contents of the zip folder. Then log in to the admin panel under Magento and clear the Magento cache. Now we are all set to start with the user creation on the Magento end by providing the same credentials as in vtiger CRM.

Getting Started

Magento is all set now. We can now create a new record in the application to test if the connectors are working. The connectors are developed to help bring in data from Magento to Vtiger CRM. Before synchronizing, there should be a few records present in the Magento.

Once the application is set, we should configure the soap user in Magento. Keep the details handy to get connected with Vtiger. 

The process of creating a new soap user consists of the following:

  • Step 1: Adding a new user
  • Step 2: Adding a New Role
  • Step 3: Assigning the role to the created user 

Step 1: Adding a new user

  1. Log in to Magento Admin.
 
  1. Go to System > Web Services > Soap/XML – RPC – Users.
 
  1. Click Add New User.
  2. Enter the details.
 
  1. Click Save User
 

Note: The Username and API key will be used to get connected with Vtiger CRM.

Step 2: Adding a New Role

  1. Log in to Magento Admin.
  2. Go to System > Web Services > Soap / XML – RPC – Roles.
  1. Click Add New Role.
 
  1. Enter the details.
 
  1. Select the Role Info tab.
  2. Enter Role Name.
  3. Select Role Resources under the Role Resources block.
  4. Set Resource Access to All from the dropdown. 
  5. Click the Save Role button.

Step 3: Assign the role to the created user 

  1. Go to System > Web Services > Soap / XML – RPC – Roles.
 
  1. Select the Role you have created.
 
  1. Select the Role Users tab. 
  2. Select No from the drop-down under Role Users.
  3. Click Search to search for the User you have created. 
  4. Assign the role to the user by enabling the check box on the right.
  5. Click Save Role

Note: Magento(2.x) doesn’t need a configuration in the Magento application.

 

Connecting Vtiger with Magento using Shopping Cart

You can use Vtiger with Magento through the Shopping Cart app in the CRM. It requires you to: 

  • Step 1: Configure Magento in Vtiger CRM 
  • Step 2: Configure Sync Settings

Step 1: Configuring Magento in Vtiger CRM 

To see how the data is being synchronized between these applications, we need to enter the application details into Vtiger. The system expects a few sets of values, which will help to get connected with the target shopping cart.

To connect with Magento, we will need the Application URL, Username, and API Key, which we have configured in Magento.

Magento 1

Follow these steps to configure Magento 1 within Vtiger CRM:

  1. Log in to Vtiger.
  2. Click the User Menu on the top right.
  3. Go to Settings.
  4. Go to Extension.
  5. Click Add-ons.
  6. Click Shopping Cart.
  7. Click New Configuration.
  8. Select your Magento version 1.x.
  9. Enter or select the following information:
    1. Enter Application URL - Enter the application URL (Your shopping cart website URL where customers place an order).
  1. Username - Enter the name of the user (This can be found under your Magento account Admin panel >> System >> Web services >> SOAP/XML - RPC - Users).
  2. API Key - Paste the API Key that you have configured in Magento (This can be found under the Admin panel >> System >> Web services >> SOAP/XML - RPC - Users).
  1. Set the Active radio button to Yes.
  2. Click Save. Once it is saved, CRM will add path /api/soap/?wsdl in the URL.

Magento 2

Follow these steps to configure Magento 2 within Vtiger CRM:

  1. Log in to Vtiger.
  2. Click the User Menu on the top right.
  3. Go to Settings.
  4. Go to Extension.
  5. Click Add-ons.
  6. Click Shopping Cart.
  7. Click New Configuration.
  8. Select your Magento version 2.x.
  9. Enter or select the following information:
    1. Enter Application URL - Enter the application URL (Your shopping cart website URL where customers place an order).
    2. API Username - Enter the name of the required user (This can be found under your Magento account Admin panel >> System >> Permissions >> All Users).
    3. API Key - Enter the user account password of the selected user.
  10. Set the Active radio button to Yes.
  11. Click Save

Step 2: Configuring Sync Settings

Configure synchronization settings for Magento to Vtiger in the CRM.

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Note:

  • Make sure the base currencies are the same in Magento and Vtiger CRM.
  • Please synchronize Products in Vtiger CRM before synchronizing Sales Orders, as sales orders are always created based on products.
  • The Application URL format should end with index.php
  • Automatic synchronization is supported for Magento. Records get synced every 15 minutes.

To know more about the features and benefits of this integration, please check Magento + Vtiger CRM.

Mapping fields in Vtiger CRM and Magento

Mapping Contacts and Product

As demo data is already populated in Magento. There are a few products already configured with just one Customer record and no Orders in the Magento database. At this point, we can sync the Contacts and Products module from Magento with Vtiger CRM.

Mappings for Contacts

Vtiger Contacts

Magento Customers

First Name

First Name

Last Name

Last Name

Primary Email

Email

Mobile Phone

Shipping Address Telephone

Office Phone

Billing Address Telephone

Shipping Address

Shipping Address

Billing Address

Billing Address

Date of Birth

DOB

Mappings for Products

Vtiger Products

Magento Products

Product Name

Name

Part Number

SKU

Product Category

Root Category

Sub category

Subcategory

Unit Price

Price

Description

Description

Quantity in Stock

Qty

 

Mapping for Sales Orders

To check the Orders being synchronized we should first go to the front end of the application and checkout via Guest/Customer login credentials. After checking out, the Order record will be created at the backend. At this point, we can sync the Orders module from Magento with Vtiger CRM.

Vtiger Sales Order

Magento Orders

Contact Name (Autocreated)

Organization Name (Autocreated)

Status

Order Status

Billing Address

Billing Address

Shipping Address

Shipping Address

Line Items

Item Name

Product

Quantity

Qty

Price

List Price

Shipping & Handling Charges

Shipping & Handling

Items Total

Subtotal

Tax

Tax on Product

Grand Total

Grand Total

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