Configuration

Set up Vtiger account

Go to https://www.vtiger.com/log-in/ to login ( if you had an existing Zoho account) or register new one

Getting Vtiger Access Key

Scroll to bottom of the page, you can see the Access Key in User Advanced Options

 Please save this information to start using the Vtiger CRM Integration extension. 

Back End 

Go to the Vtiger CRM tab, then the Vtiger CRM menu will be shown. 

There are 4 sub-tab that customers need to consider:

 Configuration

To start using the extension, admins need to set some configurations by clicking Vtiger CRM > Configuration.

Expand the VtigerCRM Information section, there are three fields will be shown.

 Username: Your Vtiger username.

 URL: Please follow  the the format of your_vtiger_site/webservice.php

 Access Key: Used to enter a getting back to use soo the access key which saved in the previous step to enter this field. 

 Check Connect VtigerCRM: After filling in some information mentioned above, please click on the Check Connect VtigerCRM button to make sure that these information entered is correctly. 

• When done, hit Save Config, your configuration is ready to use.

Data Integration Settings

Click on VtigerIntegration > Field Mapping.You can define field mappings between Magento and VtigerCRM easily.

To add a new mapping, click on Add button, Add New Mapping page will show up

• Type: Choose table you want to map

• Vtiger Field: Choose Vtiger Field

• Magento Field: Choose corresponding Magento Field

• Status: Inactive or active

• Description: Describe your mapping

Hit Save when done, your mapping is ready for the next sync.

Main Functions

• When a new account is registered in Magento 2, Vtiger will automatically add a new record of this account in Leads, Organizations, Contacts.

• When a customer adds items to cart then check out, Sales Orders in Vtiger will be auto synced.

• When an invoice is made by admin in Magento 2, Invoice in Vtiger will be synced.

• When admin add a new product in Magento 2, Vtiger will auto sync data about that product.

•  When admin edits a customer account/product in Magento 2, that customer/product will also be changed from Leads, Organizations and Contacts, products in Vtiger.