Thank Thank you for purchasing my extension. If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here. Thanks so much!
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Your store should be running on Magento Community Edition version 2.0.0 and more.
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
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 Advanced Options
Filling in information
- 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
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.
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