Thank you for purchasing my extension. If you have any questions that are beyond the scope of this help file, please feel free to email via my user page contact form here. Thanks so much!
Created: 11/09/2015 | By: Magenest | Email: [email protected]
Magento 2 Zoho CRM Integration synchronizes data automatically from your Magento 2 site to Zoho CRM.
Extension's page: http://store.magenest.com/magento-2-zoho-crm-integration.html
Your store should be running on Magento Community Edition version 2.0.0 and more.
(Go to the playlist to view more: https://www.youtube.com/playlist?list=PLOgckfH7zlZvxHoQ13oN-Baqk_iXfa4wY )
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 extension 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.
The second method will require you to compress the extension into .zip or .tar.gz format, then execute the following command in your Command Line/Terminal:
scp <path to your extension> <ssh server>:<path to Magenest directory>
Then log into your ssh server, go to Magenest directory and execute the following command to decompress the module:
unzip <.zip compressed extension>
Or
tar -xzvf <.tar.gz compressed extension>
Now go to your Magento root directory, say it's named magento2, and execute the following commands:
sudo chmod -R 755 .
php bin/magento setup:upgrade
php bin/magento setup:static-content:deploy
sudo chmod -R 777 var pub
After running all these, your Command line/Terminal window might look like this:
Finally, you need to flush the cache by either type this into the Command Line/Terminal:
php bin/magento cache:flush
Or go to System > Cache Management and click Flush Magento Cache
Now you can go to your store and check if the extension is working as expected.
You must to have an existing Zoho account to use this extension. If you don't have a Zoho account, you can create one by go to: https://www.zoho.com/crm/ and click Sign in.
Click Sign Up Now button to register a new account.
Give your details and you will get the Zoho account
After verify your account via email, access your account in Zoho CRM to get the Auth token.
You need to log in backend Magento 2: Store/ Magenest / ZohoCRM Config/ Setup
Generating Zoho Auth token | Set up the Zoho account
Method 1:
The generated output looks like this:
Method 2:
However, it is important for you to clear active auth token after a while. If the number of active auth token goes above 10, the extension cannot function properly.
Click on your Profile picture at the top right corner, click on My Account > Preferences > Sessions > Active Authtokens
Delete active authtokens
Log in to back end Magento 2: Store > Configuration > Magenest > ZohoCRM Config
Go to ZohoCRM Config/ Field Mapping
The module enables a grid table to manage mapping fields between Magento 2 and Zoho CRM. You can get a search filter, change status and edit mapping fields.
You can choose which data you want to sync from Magento 2 to Zoho.
To creat a new mapping field, go to ZohoCRM Config/ Field Mapping / Add field.
In Magento 2 Register Page
In Zoho's Leads
When a customer updates his information, data in Leads and Contacts will also be updated automatically
In Zoho's Contacts
When a customer adds items to cart then check out, Sales Orders in Zoho will be auto synced. Also, a record in Accounts of that customer will also be added if not exist
After successfully placed an order
In Zoho's Sales Orders
In Zoho's Accounts:
When admin add a new product in Magento 2, Zoho will auto sync data about that product
After successfully Added Ball Pup
In Zoho's Products
When Hot Summer Sale Promotion was created
A campaign was synced in Zoho
When an invoice is made by admin in Magento 2, Invoice in Zoho will be synced
When an invoice is successfully sent
When admin deletes a customer account in Magento, that customer will also be wiped from Leads, Accounts and Contacts in Zoho.
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.
Magenest