Once the application is set, you need to configure a soap user in Magento. Keep the details handy to connect 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- Log in to Magento Admin.
- Go to System > Web Services > Soap/XML – RPC – Users.
- Click Add New User.
- Enter the details.
- Click Save User.
Note: The Username and API key will be used to get connected with Vtiger CRM.
Step 2: Adding a New Role- Log in to Magento Admin.
- Go to System > Web Services > Soap / XML – RPC – Roles.
- Click Add New Role.
- Enter the details.
- Select the Role Info tab.
- Enter Role Name.
- Select Role Resources under the Role Resources block.
- Set Resource Access to All from the dropdown.
- Click Save Role.
Step 3: Assign the role to the created user - Go to System > Web Services > Soap / XML – RPC – Roles.
- Select the Role you have created.
- Select the Role Users tab.
- Select No from the drop-down under Role Users.
- Click Search to search for the User you have created.
- Assign the role to the user by enabling the check box on the right.
- Click Save Role.
Note: Magento(2.x) doesn’t need a configuration in the Magento application.