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How to setup Magento Integration in OroCRM

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Welcome to OroCRM’s video tutorial series. Today we’ll be demonstrating how to configure the integration with Magento in OroCRM.

OroCRM supports an out of the box integration with Magento.  Currently the supported versions are 1.7 – 1.9. The integration enables syncing of data to and from a Magento-based eCommerce store (“Magento store”). In this video I will create a SOAP user and its related role in Magento, enabling WSDL caching, and finally connect Magento to OroCRM.

Before we begin, the OroCRM Bridge extension should be installed in your instance of Magento. The OroCRM Bridge is highly recommended. The integration can be created without installation of the extension, however the synchronization will then take longer. In addition, options such as two-way synchronization and synchronization of the custom fields will not be available.

You can download the extension on the OroCRM Marketplace at: https://marketplace.orocrm.com/package/orocrm-magento-bridge

Once the extension has been successfully installed, you need to login to your Magento admin panel.  If you do not have access to this panel, please speak with your Magento administrator.

We will begin by navigating to System → Web Services → SOAP/XML – RPC – Roles, and click the ‘Add New Role’ button.

Define the ‘Role Name’ that corresponds to your Magento store, and click the ‘Save Role’ button. The role will be saved and you will get to the role information page.

Go to the ‘Roles Resources’ section on the left hand side menu, set the ‘Resource Access’ field value to ‘All’ and save the role.

Now we have to create the User.

Go to the System → Web Services → SOAP/XML – RPC – Users, and click the ‘Add New User’ button.

  • Define the ‘Username’ to login into the account,
  • First and Last Name,
  • the email address,
  • and the API Key or the password for your user. The Key has to be at least 6 symbols long.
  • The account is set as ‘Active’ by default.

Save the user.

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The user has been saved, click ‘User Role’ on the left hand side menu, assign the role that you’ve already created, and click the ‘Save User’ button again.

In order to accelerate performance of initial sync, please make sure WSDL cache is enabled in Magento configuration.

To enable the cache:

Go to the System → Configuration, proceed to the ‘Services’ section on the left hand side menu. Click on the ‘Magento Core API’ link, and choose ‘Yes’ in the ‘Enable WSDL Cache’ field of the General Settings section.

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Now, let’s login to OroCRM account to proceed with the integration on OroCRM side.

First, we have to create a channel of Magento type that corresponds to our Magento store.

Go to System → Channels and click ‘Create Channel’ button.

Define the name of your channel and set the type to ‘Magento’.

The entity section is filled with default magento-type entities, and ‘Configure Integration’ link has appeared.

Click on it and ‘Configure Integration’ form will emerge.

  • The ‘Name’ of your integration is by default filled with the channel name,
  • ‘SOAP WSDL URL’ – is the URL of your Magento instance plus the ‘api/v2_soap/?wsdl=1’ postfix,
  • ‘SOAP API User and Key’ fields correspond to the User and Key we have defined in Magento.
  • ‘WS-I Compliance’ checkbox depends on the settings of your Magento store (to check them, go to the System → Configuration, proceed to the ‘Services’ section on the left hand side menu, click on the ‘Magento Core API’ link. In our case ‘WS-I Compliance’ is set to ‘yes’, so we need to enable the checkbox in OroCRM.
  • Checking ‘Guest Customer Sync’ box will cause guest orders to be combined under a single customer based on email. If a registered customer exists with this email all guest orders with his email will be attributed to his account.
  • Choose ‘Sync start date’, selecting the year, the month and the date.
  • Click the ‘Check Connection’ button. If the settings are correct, the success message will appear.
  • ‘Website’ field is set to ‘all web sites’ and ‘Admin URL’ has been added automatically.
  • Default owner is the user creating the integration. You can change the default values if necessary.

You can also define ‘Synchronization Settings’. By default, the ‘Enable Two Way Sync’ box is unchecked, which means that data can be loaded from Magento to OroCRM but not back. If two-way synchronization is enabled, define the priority used for cases when the data has been changed in both OroCRM and Magento:

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  • If Remote wins: Magento data will be applied to the both Magento and OroCRM.
  • If Local wins: OroCRM data will be applied to the both Magento and OroCRM.

Click ‘Done’ – the integration has been saved for the Channel. You may ‘Save and Close’ the Channel now.

After successful synchronization Magento related data will be loaded to OroCRM and available for manipulation, marketing, or reporting uses.

Thanks for watching! For more Tutorial videos please visit our CRM learning center.