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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


 

(warning) 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. 

 

 

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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