...
You can define field mappings between Magento and VtigerCRM easily.
- Click on VtigerIntegration > Field Mapping.
- You can choose which format to export your mapping as(CSV or Exel), change fields' status or delete fields
- To add a new mapping, click on Add button, Add New Mapping page will show up
- 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
- In Vtiger's Leads
When a guest subscribe for newsletter, a record is also added in Vtiger's Leads
...
When a customer subscribe for newsletter, a record is added in Vtiger's Leads
...
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
- In Vtiger's Contacts
- In Vtiger's Organizations
When a customer places an order, a new record will be added into Vtiger's Sales Orders
- When order #100000009 is successfully placed
- In Vtiger's Sales Orders
When store owner submits an invoice, a new record will be added into Vtiger's Invoice
- When invoice for order #100000009 is successfully submitted
- In Vtiger's Invoice
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
- In Vtiger's Products
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
- In Vtiger's Campaigns
...
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
- In Vtiger's Leads
- In Vtiger's Contacts
- In Vtiger's Organizations
When store owner deletes a product in Magento, the record will also be wiped from Vtiger's Products
- Product Khaki pant is deleted
- In Vtiger's Products
...