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- If compilation mode in your Magento is enabled in your Magento store, you have to turn it off, otherwise your store and admin site would be inaccessible after installing the extension.
- To disable Magento Compilation, go to Systemm >Tools >Compilation.
- Make sure you have backed up your Magento files and databases in case things go wrong.
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- You have to turn on your configuration cache to prevent early installation, as it could be a reason of errors.
- Go to System –> Cache Management.
Perform the installation
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- 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
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.
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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.
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When a guest subscribe for newsletter, a record is also added in Vtiger's Leads
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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
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When a customer places an order, a new record will be added into Vtiger's Sales Orders
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When store owner submits an invoice, a new record will be added into Vtiger's Invoice
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When store owner adds a new product or edits an existing one, a record of that product will be added or edited in Vtiger
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When store owner launches a new promotion or edit an existing one, a record will be added or edited in Vtiger's Campaign
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When store owner deletes a customer in Magento, the record will also be wiped from Vtiger's Leads, Contacts and Organizations
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When store owner deletes a product in Magento, the record will also be wiped from Vtiger's Products
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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.
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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.