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]
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
System Requirements
Compatible with Vtiger CRM: 5.1*, 5.2.*, 5.3.*, 5.4.*, 6.0.*, 6.1.*, 6.2.*, 6.3.*, 6.4.*
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.
Scroll to bottom of the page, you can see the Access Key in User Advanced Options
When done, hit Save Config, your configuration is ready to use.
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.
When a customer adds items to cart then check out, Sales Orders in Vtiger will be auto synced.
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