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:
- Login to your Magento Admin site backend
- E.g. example.com/index.php/admin123
- 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
- Save the Role
2. Create a Magento Consumer Key/Secret
- 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
- * Copy the Key and Secret and save it someplace safe, for now. *
- Save the new Consumer
3. Create a Magento User to access API (or choose to use an existing user):
- Go to System > Permissions > Users
- Fill in the User data requested
- Current Admin Password: You will need to provide the Admin password here
- * Copy the Username and Password and save it someplace safe, for now. *
- Click on REST Role in the left menu and select the newly created Role
- Save the new User
4. Link Your Magento Account
You must have Administrative permissions in OS to link your company Magento account.
- In MYbusinessOS, go to the Admin Panel
- Go to MYbusinessOS Settings > Integrations
- Scroll down to the Magento option, and click the ON button
- 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
- Click Save Settings
Use Magento Integration
When a Contact is synced with Magento, you will see the Magento icon enabled for the contact
1. Create a New Magento Customer
- Go to the Address Book
- Select the List of Contacts to add to Magento as Customers
- Go to Action > Add Selected Contacts to Online stored
- Select the Magento Group to assign. Follow the steps in the wizard to complete the Magento sync.
2. Sync a Magento Customer
- A warning icon will indicate the detection of a matching email address address or profile update in Magento.
- 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.