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 integrate Magento with Vtiger CRM?
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?
What is field mapping in the Vtiger CRM and Magento integration?
How do I configure Magento 2 in Vtiger CRM?
How do I configure users and user roles in Magento?
Table of Contents
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 2: Adding a New Role
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
- Log in to Magento Admin.
- Go to System > Web Services > Soap/XML – RPC – Users.
- Click Add New User.
- Enter the details.
- Click Save User.
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.
- 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.
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