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: 20/02/2016 | By: Magenest | Email: [email protected]

 

 


Introduction

 

Magento 2 Vtiger CRM Integration synchronizes data automatically between your Magento 2 site and Vtiger CRM. 

Extension's page: http://store.magenest.com/magento-2-vtiger-integration.html

Features

System Requirements

Compatible with Vtiger CRM: 5.1*, 5.2.*, 5.3.*, 5.4.*, 6.0.*, 6.1.*, 6.2.*, 6.3.*, 6.4.*

Your store should be running on Magento Community Edition version 2.0.0 and more.

 


Installation

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.

 


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

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

 

Hit Save when done, your mapping is ready for the next sync.

 

 


Main Functions


 

 






 


 





Update

 

 


Support

 

 


 

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