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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
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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