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Introduction to Magento VtigerCRM Integration Extension
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Magento VtigerCRM Integration Extension is a powerful tool that provides automatic data synchronizing solution from your Magento sites to your Vtiger CRM.
Features
- The module supports the following synchronizations:
- Customer accounts in Magento to Leads, Contacts and Organizations in Vtiger.
- Subscriptions in Magento to Leads in Vtiger.
- Orders in Magento to Sales Orders in Vtiger.
- Invoices in Magento to Invoices in Vtiger.
- Promotions in Magento to Campaigns in Vtiger.
- Products in Magento to Products in Vtiger.
- Allows updating and deleting automatically customers and products from Magento store into Vtiger
- Allows admins define the mapping fields in backend with ease
Visit the extension page to know more details: http://store.magenest.com/magento-extensions/vtiger-crm-integration.html
System Requirement
Your store should be running Magento Community Edition version 1.8.x or 1.9.x
Video Tutorial Playlist
( Go to playlist link to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZs60zPwcuv7tUQ0UVZpRxeH )
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Installation
Turn off Compilation Mode
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- You should refresh Magento's cache to provide Magento with the ability to register a new extension.
- To prevent an “Access Denied” error, you have to re-enter to the backend. Log in with a full administrator
account to get the new permissions.
- Now you should check whether your website and your new module works as expected.
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Configuration
Getting Vtiger Access Key
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- 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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Data Integration Settings
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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Main Functions
When a new customer register an account, a new record will be added into Vtiger's Leads
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- 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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Support
- Magenest offers the response time can be up to 3-5 days.
- We offers lifetime support free for all of our paid products. Support includes answering questions related to our products, bug/error fixing to make sure our products work well in your site exactly like our demo.
- Support DOES NOT include other services as customize our product to fit your own needs, installation service, uninstallation service. We ONLY support you with exist features of module
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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.
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