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Table of Contents
Introduction to Magento VtigerCRM Integration Extension

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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.

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  • 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.

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Perform the installation

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  • After purchasing and download the module's zip file, unzip it into a directory of your choice.
  • We recommend using FileZilla to perform the installation via FTP. Enter your store's Host IP, Username and Password, then hit Quickconnect.

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  • Carefully upload the files of the module to the corresponding directory.

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

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

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Filling in information

 

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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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You can define field mappings between Magento and VtigerCRM easily.

  • Click on VtigerIntegration > Field Mapping.

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  • You can choose which format to export your mapping as(CSV or Exel), change fields' status or delete fields

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  • To add a new mapping, click on Add button, Add New Mapping page will show up

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  • 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 new account is registered

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  • In Vtiger's Leads

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When a guest subscribe for newsletter, a record is also added in Vtiger's Leads

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  • In Vtiger's Leads

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5.3. When a customer subscribe for newsletter, a record is added in Vtiger's Leads

 

5.4. 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 successfully edited his profile

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  • In Vtiger's Contacts

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  • In Vtiger's 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 order #100000009 is successfully placed

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  • In 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 invoice for order #100000009 is successfully submitted

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  • In 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 a new product is saved

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  • In Vtiger's Products

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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 a new promotion is launched

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  • In Vtiger's Campaigns

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5.9. 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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  • Account Steven Locke is deleted

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  • In Vtiger's Leads

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  • In Vtiger's Contacts

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  • In Vtiger's 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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  • Product Khaki pant is deleted

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  • In 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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