Integrating Magento with Vtigers requires you to:
- Step 1: Install the Shopping Cart extension
- Connect Vtiger with Magento using Shopping Cart
- Step 2: Configure Magento in Vtiger CRM
- Step 3: Configure Sync Settings
- Step 4: Map fields in Vtiger CRM and Magento
- Step 5: Install Vtiger Patch On Magento
Step 1: Install the Shopping CartFollow these steps to install Shopping Cart:
- Log in to your CRM account.
- Click the Main Menu.
- Click Add-ons at the bottom of the menu. The Extension Store page opens.
- Look for Shopping Cart using the Search field.
- Click Install.
- Click Yes to confirm.
Step 2: Configure 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.
Note: To connect with Magento, you will need the Application URL, Username, and the API Key you have configured in Magento.Follow these steps to configure Magento within Vtiger CRM:
- Log in to Vtiger.
- Click the User Menu on the top right.
- Go to Settings.
- Go to Extension Store.
- Click Shopping Cart.
- Click New Configuration.
- Select your Magento version.
- Enter or select the following information:
- Enter Application URL - Enter the application URL.
- Username - Enter the name of the user.
- API Key - Paste the API Key which you have configured in Magento.
Step 3: Configure Sync SettingsRecords are automatically synchronized for Magento every 15 minutes.
Follow these steps to configure synchronization settings for Magento to Vtiger in the CRM:
- Log in to Vtiger.
- Click the User Menu on the top right.
- Go to Settings.
- Select the modules you want to sync by enabling the checkbox.
- Click Save Settings.
Note:
For the sync to be successful:
- Base currencies must be the same in Magento and Vtiger CRM.
- Products in Vtiger CRM need to be synchronized before Sales Orders, as sales orders are always created based on products.
- The Application URL format should end with index.php