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Introduction to Magento VtigerCRM Integration Extension

 

Magento VtigerCRM Integration Extension is a powerful tool that provides automatic data synchronizing solution from your Magento sites to your Vtiger CRM.

Features

 

- The module supports the following synchronizations:

  • Customer accounts in Magento to Leads, Contacts and Organizations in Vtiger.
  • Subscriptions in Magento to Leads in Vtiger.
  • Orders in Magento to Sales Orders in Vtiger.
  • Invoices in Magento to Invoices in Vtiger.
  • Promotions in Magento to Campaigns in Vtiger.
  • Products in Magento to Products in Vtiger.

- Allows updating and deleting automatically customers and products from Magento store into Vtiger

- Allows admins define the mapping fields in backend with ease

System Requirement

 

Your store should be running Magento Community Edition version 1.8.x or 1.9.x 

Video Tutorial Playlist

( Go to playlist link to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZs60zPwcuv7tUQ0UVZpRxeH )

 

 


Configuration

Getting Vtiger Access Key

 

  • In your VtigerCRM site, click on your profile name on the top right corner and go to My Preferences

Vtiger CRM integration

 

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

Magento Vtiger connector

Filling in information

 

Magento crm integration

  • Username: your Vtiger username
  • Url: has the format of your_vtiger_site/webservice.php
  • Access Key: Fill in your access key
  • Turn on sync operations of your choice

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

 


Data Integration Settings

 

You can define field mappings between Magento and VtigerCRM easily.

  • Click on VtigerIntegration > Field Mapping.

Magento Vtiger CRM module

 

  • You can choose which format to export your mapping as(CSV or Exel), change fields' status or delete fields 

 

Magento Vtiger synchronize

 

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

 

Magento Vtiger extension

 

  • Select Table: 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 customer register an account, a new record will be added into Vtiger's Leads

 

  • When a new account is registered

magento crm  extension

 

  • In Vtiger's Leads

Magento Vtiger CRM

 

When a guest subscribe for newsletter, a record is also added in Vtiger's Leads

 


Magento Vtiger integration

 

  • In Vtiger's Leads 

Vtiger CRM magento synchronize

 

When a customer subscribe for newsletter, a record is added in Vtiger's Leads

 

Magento Vtiger CRM module

 

When a customer edits his account's info, a new record will be added in to Vtiger's Contacts and Organizations

 

  • When a customer successfully edited his profile

Magento Vtiger CRM software

 

  • In Vtiger's Contacts

Magento Vtiger CRM integration

 

  • In Vtiger's Organizations 

Magento Vtiger CRM integration plugin

 

When a customer places an order, a new record will be added into Vtiger's Sales Orders

 

  • When order #100000009 is successfully placed 

 

 Vtiger CRM software

 

  • In Vtiger's Sales Orders 

Magento Vtiger CRM connector

 

When store owner submits an invoice, a new record will be added into Vtiger's Invoice

 

  • When invoice for order #100000009 is successfully submitted 

 

Magento Vtiger CRM connection

 

  • In Vtiger's Invoice 

Magento Vtiger CRM software

 

When store owner adds a new product or edits an existing one, a record of that product will be added or edited in Vtiger

 

  • When a new product is saved 

 

Magento CRM synchronize

 

  • In Vtiger's Products 

Magento Vtiger CRM module

 

When store owner launches a new promotion or edit an existing one, a record will be added or edited in Vtiger's Campaign

 

  • When a new promotion is launched 

 

Vtiger CRM ecommerce integration

 

  • In Vtiger's Campaigns 

ecommerce crm solution

 

When store owner deletes a customer in Magento, the record will also be wiped from Vtiger's Leads, Contacts and Organizations

 

  • Account Steven Locke is deleted 

 

Magento Vtiger CRM solution

 

  • In Vtiger's Leads 

Magento Vtiger CRM integration

 

  • In Vtiger's Contacts

Magento Vtiger integration

 

  • In Vtiger's Organizations 

Magento Vtiger CRM module

 

When store owner deletes a product in Magento, the record will also be wiped from Vtiger's Products

 

  • Product Khaki pant is deleted

 

Magento Vtiger CRM integration plugin

 

  • In Vtiger's Products 

Magento Vtiger CRM connection

 


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.

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