Versions Compared

Old Version 11

changes.mady.by.user Magenest Marketing

Saved on

compared with

New Version 12

changes.mady.by.user Magenest Marketing

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Your store should be running on Magento Community Edition version 2.0.0 and more.

 

Installation

Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:

 

 

In the above example we switched the local site to the module directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.

Now, using your Command line/Terminal, log into your ssh server, go to your Magento root directory, say it's named magento2, and execute the following commands:

cd ..
sudo chmod -R 755 magento2
cd magento2
php bin/magento setup:upgrade
sudo chmod -R 777 var pub

 

magento installation guide

After running all these, your Command line/Terminal window might look like this: 

 

 

 

 

 

 

 

 

 

Afterwards, go to your backend site, go to System > Cache Management and flush all caches

 

 

 

 

 

 

 

 

 

 

 

Now you can go to your store and check if the extension is working as expected. We are sure it is!

 

Configuration

Getting Vtiger Access Key

Image Added

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



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

Image Added




 

 

 

 

 

 

Image Modified

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

 

Image Added


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

 

Image Modified

  • 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.

 

 Image Removed

 

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.

...