Introduction to Magento VtigerCRM Integration Extension

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

Installation

Turn off Compilation Mode

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.

Turn on cache

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

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.

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

Post-installation

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.

Configuration

Getting Vtiger Access Key

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.

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.

Main Functions

When a new customer register an account, a new record will be added into Vtiger's Leads

When a new account is registered

In Vtiger's Leads

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

Newsletter subscription with email [email protected]

In Vtiger's Leads

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

When a customer successfully edited his profile

In Vtiger's Contacts

In Vtiger's Organizations

When a customer places an order, a new record will be added into Vtiger's Sales Orders

When order #100000009 is successfully placed

In Vtiger's Sales Orders

When store owner submits an invoice, a new record will be added into Vtiger's Invoice

When invoice for order #100000009 is successfully submitted

In Vtiger's Invoice

When store owner adds a new product or edits an existing one, a record of that product will be added or edited in Vtiger

When a new product is saved

In Vtiger's Products

When store owner launches a new promotion or edit an existing one, a record will be added or edited in Vtiger's Campaign

When a new promotion is launched

In Vtiger's Campaigns

When store owner deletes a customer in Magento, the record will also be wiped from Vtiger's Leads, Contacts and Organizations

Account Steven Locke is deleted

In Vtiger's Leads

In Vtiger's Contacts

In Vtiger's Organizations

When store owner deletes a product in Magento, the record will also be wiped from Vtiger's Products

Product Khaki pant is deleted

In Vtiger's Products

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.

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

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