FAQs in this section
How does Magento integrate with Vtiger CRM?
What is the Shopping Cart extension in Vtiger CRM?
What data can I sync between Vtiger CRM and Magento?
In which edition of Vtiger is the Magento integration available?
What are the benefits of Magento Integration?
How do I install the Shopping Cart extension?
How do I install the Vtiger patch in Magento?
How do I know if the Magento integration is working?
How do I configure users and user roles in Magento?
What is field mapping in the Vtiger CRM and Magento integration?
How do I configure Magento 2 in Vtiger CRM?
How do I integrate Magento with Vtiger CRM?
Table of Contents
Integrating Magento with Vtigers requires you to:
Step 1: Install the Shopping Cart
Follow these steps to install Shopping Cart:
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:
Records are automatically synchronized for Magento every 15 minutes.
Follow these steps to configure synchronization settings for Magento to Vtiger in the CRM:
For the sync to be successful:
- 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 Cart
Follow 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.
Records 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.
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
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