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Created: 16/01/2017 | By: Magenest | Support Portal:http://servicedesk.izysync.com/servicedesk/customer/portal/105
Introduction
Woocommerce Vtiger CRM Integration synchronizes data automatically between your Woocommerce site and Vtiger CRM.
Extension's page:Vtiger CRM Integration
Features
- Allows synchronizing and updating Customers from Magento 2 store to Vtiger CRM Leads, Organizations, Contacts.
- Allows synchronizing Orders from Magento 2 store to Vtiger CRM Sales Orders.
- Allows synchronizing Invoices from Magento 2 store to Vtiger CRM Invoices.
- Allows synchronizing and updating Products from Magento 2 store to Vtiger CRM Products.
- Allows admins define the mapping fields in backend with ease.
- Mapping manually between Magento 2 attributes and Vtiger CRM custom fields.
- 2 synchronize modes: Auto or Manual.
- Report Sync data between Woocomerce and Salesforce.A
Configuration
Getting Vtiger Access Key
Access your Vtiger account and click on your profile name on the top right corner, then go to My Preferences
Scroll to bottom of the page, you can see the Access Key in User information
Go to the Vtiger CRM tab, then the Vtiger CRM menu will be shown.
Configuration in Woocommerce
To start using the extension, admins need to set some configurations by navigating to WooCommerce > Settings > VtigerCMR integration
Expand the VtigerCRM Information section, there are three fields will be shown.
Username: Your Vtiger username.
URL: Please follow the format of your_vtiger_site/webservice.php
Access Key: Used the access key which saved in the previous step to enter this field.
· After that, you need select option Module sync (Orders in Woocommerce into Contact of vtiger CRM, to Vtiger and Sync mode: Auto (Auto Sync Vtiger) or Manual (Add to Queue)
Config field mapping
Go to Vtiger CRM Integration >Fields Mapping
You can add new field by click button Add new
Notice: Please attention many mandatory field in Vtiger you must add
Sync to Vtiger
1. If you config Sync mode is Automatically
- ·Register User to Lead: When a new customer register account, it will sync into Module lead.
- Orders in Woocommerce into Contact of vtiger CRM: When have new order, billing information or shipping information will sync into Vtiger.
- Orders in Woocommerce into Invoice of vtiger CRM: When have new order, cart information will sync into Vtiger.
- Product in Woocommerce into product of vtiger CRM: When createnew product, many field will sync into Vtiger.
2. If you config Sync mode is Manually
Your task will be added to the queue:
Report
You can see all synchronized records.
- Click Vtiger CRM Integration > Report
Main Functions
When a customer adds items to cart then check out, Sales Orders in Vtiger will be auto synced.
When admin add a new product , Vtiger will auto sync data about that product.
Update
When a bug fix or new feature is released, we will provide you with the module's new package.
All you need to do is repeating the above installing steps and uploading the package onto your store. The code will automatically override.
Flush the config cache. Your store and newly installed module should be working as expected.
Support
- We will reply to support requests after 2 business days.
- We will offer lifetime free update and 6 months free support for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
- Support DOES NOT include other series such as customizing our products, installation and uninstallation service.
Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.
Magenest