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Home / Magento / Magento Integration

Magento Integration

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The integration with Magento will enable Customer-Contact data sync between both systems. The OS integration will allow you to:

  • Pull new Magento Customers into OS
  • Warn you when a Magento Customer has updated their Profile information
  • Create new Magento Customer accounts from OS
  • See recent Customer order history from Contact Profiles  [in development]

Assumptions: You have Admin access to your Magento cloud account.

Setup Magento Integration

1. Create a Magento Role

Before starting to make API requests, you need to register the application:

  1. Login to your Magento Admin site backend
    • E.g. example.com/index.php/admin123
  2. Go to System > Web Services > REST – Roles and click Add New
    • Role Name: MYbusinessOSAdmin
    • Current Admin Password: You will need to provide the Admin password here
    • Under Role API Resources, select All in the dropdown list
  3. Save the Role

2. Create a Magento Consumer Key/Secret

  1. Go to System > Web Services > REST – OAuth Consumers and click Add New
    • Name: MYbusinessOS
    • Current Admin Password: You will need to provide the Admin password here
  2. * Copy the Key and Secret and save it someplace safe, for now. *
  3. Save the new Consumer

3. Create a Magento User to access API (or choose to use an existing user):

  1. Go to System > Permissions > Users
    • Fill in the User data requested
    • Current Admin Password: You will need to provide the Admin password here
  2. * Copy the Username and Password  and save it someplace safe, for now. *
  3.  Click on REST Role in the left menu and select the newly created Role
  4.  Save the new User

4. Link Your Magento Account

You must have Administrative permissions in OS to link your company Magento account.

  1. In MYbusinessOS, go to the Admin Panel
  2. Go to MYbusinessOS Settings > Integrations
  3. Scroll down to the Magento option, and click the ON button
  4. Copy-Paste the following information into the OS fields
    • Magento URL: You webstore url (e.g. example.com)
    • Consumer Key: The Consumer Key you generated in Step 1
    • Consumer Secret:  The Consumer Secret you generated in Step 1
    • Admin URL name:  The Admin page location (e.g. admin123)
    • Admin username: Admin username of new user created
    • Admin password: Admin password of new user created
  5. Click Save Settings

Use Magento Integration

When a Contact is synced with Magento, you will see the Magento icon enabled for the contact

screen-shot-2016-09-26-at-8-52-18-pm

1. Create a New Magento Customer

  1. Go to the Address Book
  2. Select the List of Contacts to add to Magento as Customers
  3. Go to Action > Add Selected Contacts to Online stored
  4. Select the Magento Group to assign.  Follow the steps in the wizard to complete the Magento sync.

2. Sync a Magento Customer

  1. A warning  icon will indicate screen-shot-2016-09-26-at-8-53-48-pm the detection of a matching email address address or profile update in Magento.
  2. Hover over the icon to trigger a new Contact sync or Profile update

Important note: Magento will not accept Contacts with duplicate primary email addresses. If you are trying to add 2 Contacts with the same email address, the OS will warn you of the fact that the duplicate contact was NOT added to the email list.

Magento

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