AUTHORED BY MAGENEST

March 10, 2015

Documentation for Magento Zoho CRM Integration v1.1.1

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Documentation for Magento Zoho CRM

Integration v1.1.1

Table of Contents

1. INTRODUCTION ......................................................... 3

ABOUT MAGENEST ........................................................................ 4

2. REQUIREMENT SYSTEM ............................................... 5

3. PRODUCT LISENCE AGREEMENT .................................... 6

4. INSTALLATION .......................................................... 7

4.1. TURN OFF COMPILATION MODE ................................................ 7

4.2 TURN ON CACHE ..................................................................... 7

4.3. PERFORM THE INSTALLATION .................................................. 8

4.4. POST-INSTALLATION .............................................................. 8

5. CONFIGURATION ....................................................... 9

5.1. GENERATING ZOHO AUTH TOKEN .............................................. 9

5.2. FILLING IN NECESSARY INFORMATION ..................................... 10

5.3. FIELD MAPPING CONFIGURATION............................................ 11

6. FEATURES ............................................................... 14

6.1. WHEN A NEW ACCOUNT IS REGISTERED IN MAGENTO, ZOHO WILL

AUTOMATICALLY ADD A NEW RECORD OF THIS ACCOUNT IN LEADS ........ 14

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6.2. WHEN A CUSTOMER UPDATES HIS INFORMATION, DATA IN LEADS AND

CONTACTS WILL ALSO BE UPDATED AUTOMATICALLY. ......................... 14

6.3. WHEN A CUSTOMER ADDS ITEMS TO CART THEN CHECK OUT, SALES ORDERS

IN ZOHO WILL BE AUTO SYNCED. ALSO, A RECORD IN ACCOUNTS AND CONTACT

OF THAT CUSTOMER WILL ALSO BE ADDED IF NOT EXIST. ..................... 15

6.4. WHEN ADMIN ADD A NEW PRODUCT IN MAGENTO, ZOHO WILL AUTO SYNC

DATA ABOUT THAT PRODUCT. ........................................................ 16

6.5. WHEN ADMIN ADD A NEW PROMOTION IN MAGENTO, ZOHO WILL AUTO

SYNC DATA ABOUT IT AS A CAMPAIGN. ALL EDITING WILL ALSO BE SYNCED.

............................................................................................... 17

6.6. WHEN AN INVOICE IS MADE BY ADMIN IN MAGENTO, INVOICE IN ZOHO

WILL BE SYNCED. ........................................................................ 18

6.7. WHEN ADMIN DELETES/EDITS A CUSTOMER ACCOUNT IN MAGENTO, THAT

CUSTOMER WILL ALSO BE UPDATED FROM LEADS, ACCOUNTS AND CONTACTS IN

ZOHO. ...................................................................................... 19

7. UPDATE.................................................................. 21

8. HELP & SUPPORT..................................................... 22

8.1. DOCUMENT ......................................................................... 22

8.2. SUBMIT A TICKET ................................................................ 22

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1. Introduction

Wellcome to Magento Zoho CRM Integration by Magenest, the powerful sync tool

that automatically synchronize data from Magento stores to Zoho CRM.

Wherever someone buys your products in Magento, you've got the perfect opportunity

to followup with them and perhaps turn them into a repeat customer. But you'll need

an easy way to keep up with them in your Zoho CRM account.

Magento Zoho CRM Integration is the missing part. It can watch your Magento store for

new customers, sales, products and promotion campaigns, then add them to your Zoho

CRM account as contacts, leads, accounts, saleorders, invoices, products, campaigns

automatically. You may be able to choose what data you want to sync and view

the synced records in a report table.

With Magento and Zoho CRM working together, your sales and marketing teams

will be able to work far more efficiently. It helps you save your time because you

don't need to import data as manually. Let's relax and do anything you want while our

extension automatically synchronize data for you.

Magento Zoho CRM Integration includes rich features:

Synchronizes and updates Customers from Magento store into Zoho CRM Leads,

Contacts, Accounts

Synchronizes Orders from Magento store into Zoho CRM Sales Orders

Synchronizes Invoices from Magento store into Zoho CRM Invoices

Synchronizes Promotion rules from Magento store into Zoho CRM Campaigns

Synchronizes and updates Products from Magento store into Zoho CRM Products

Ability to define the field mappings in backend with ease

Show a report of data synchronization

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About Magenest

Magenest is a leading e-Commerce company with professional

solutions for Magento and Woocommerce platform. Besides, we

provides standard and custom integration services for installation of

components on your systems or application of software for e-

Commerce businesses. With our dedicated experiences in customizing and improving

upon the e-Commerce product, we are committed to providing the highest quality

extensions for our E-business customers.

Please follow us to know more detail:

Website: http://magenest.com/

Facebook: https://www.facebook.com/MagenestJSC

Twitter: https://twitter.com/magenestjsc

Youtube: https://www.youtube.com/channel/UCK6S9V2nriNNL17czCeo-iQ

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2. Requirement System

Your system should be running on Magento Community Edition version 1.8.x or

1.9.x.

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3. Product Lisence Agreement

This product is neither a freeware nor shareware. It is a commercially

licensed product.

Purchasing any pmodule from Magenest means you agree to the following clauses

(Agreement):

By purchasing the module you acknowledge that you have read this agreement

and that you agree to the content of the agreement and its terms, and agree to

use the product in compliance with this agreement.

We are the copyright holder of the product. The product or any portion of it is a

copyrightable matter and is liable to be protected by the law. Any activity that

infringes on the terms of this agreement or violates copyright law will be

prosecuted according to the current law. We reserve the right to revoke any

invalid license.

All our Magento extension are 100% open source .

You may not give, sell, distribute, sub-license, rent, lease or lend any portion of

the module or documentation to anyone. You may not place the module on a

server so that it is accessible via a public network such as the Internet for

distribution purposes.

This agreement gives you the right to use only one copy of the product on one

Magento installation solely for your own personal or business use, subject to all

other terms of this agreement. A separate license must be purchased for each

new module installation. Any distribution of the product without our consent,

including noncommercial distribution is regarded as violation of this agreement

and entails liability, according to the current law.

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4. Installation

4.1. Turn off Compilation mode

If compi lation mode in your Magento is enabled in your

Magento store, you have to turn i t of f , otherwise your store

and admin si te would be inaccessible after instal ling the

extension.

To disable Magento Compilation, go to System > Tools > Compilation.

Make sure you have backed up your Magento files and databases in case

things go wrong.

4.2 Turn on cache

You have to turn on your configuration cache to prevent early installation,

as it could be a reason of errors.

Go to System > Cache Management.

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4.3. Perform the Installation

After purchasing and download the module's zip file, unzip it into a

directory of your choice.

We recommend using FileZilla to perform the installation via . Enter your

store's Host IP, Username and Password, then hit Quickconnect

Carefully upload the files of the module to the corresponding

4.4. Post-installation

You should refresh Magento's cache to provide Magento with the ability to

register a new extension.

To prevent an “Access Denied” error, you have to re-enter to the backend.

Log in with a full administrator account to get the new permissions.

Now you should check whether your website and your newly installed

module works as expected

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5. Configuration

5.1. Generating Zoho Auth token

Method 1:

Using the format:

https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE

=ZohoCRM/crmapi&EMAIL_ID=Zoho CRM Username or

Email ID&PASSWORD=Your Zoho CRM Password

The generated output looks like this:

Method 2:

Just leave the Auth token field blank, it will be automatically

generated after you hit Save Config

However, it is important for you to clear active auth token after a

while. If the number of active auth token goes above 10, the

extension cannot function properly.

Click on your Profile picture at the top right corner, click on My

Account > Preferences > Sessions > Active Authtokens

Delete active authtokens

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5.2. Filling in necessary information

First, you need to log into Magento's backend site. Click on ZohoCRM Integration

> Configuration.

Fill in your email ID, password and auth token of Zoho

Choose fields that you want to sync and hit Save Config

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5.3. Field mapping configuration

You can choose which data f ields you want to sync from Magento to

Zoho.

Click on ZohoCRM Integration tab > Field Mapping to view available

mappings

You can edit, export to CSV, change status for fields or delete fields.

To add new mapping, click on Add button then choose field mapping you

want to sync

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1. Select Table: Select table that you want to sync

2. Magento Field: Select Magento data field

3. Zoho Field: Select Zoho data field

4. Status: Active or deactive this data field sync

5. Description: Describe this mapping

Then click on Save. Your field mapping will be included in the next sync.

To delete a mapping, click on Edit > Delete. Hit OK to confirm delete.

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To retrieve newly created fields in Zoho, click on ZohoCRM Integration –

> Retrieve Fields.

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6. Features

6.1. When a new account is registered in Magento,

Zoho will automatically add a new record of this

account in Leads

In Magento Register Page:

In Zoho's Leads:

6.2. When a customer updates his information, data in

Leads and Contacts will also be updated

automatically.

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After successfully editing information:

In Zoho's Contacts:

6.3. When a customer adds items to cart then check

out, Sales Orders in Zoho will be auto synced. Also, a

record in Accounts and Contact of that customer will

also be added if not exist.

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After successfully placed an order:

In Zoho's Sales Orders:

In Zoho's Accounts:

6.4. When admin add a new product in Magento, Zoho

will auto sync data about that product.

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After successful ly added Mushroom Escape:

In Zoho's Products:

6.5. When admin add a new Promotion in Magento,

Zoho will auto sync data about it as a Campaign. All

editing will also be synced.

When Free Gift Giveaways Promotion was created:

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A campaign was synced in Zoho:

6.6. When an invoice is made by admin in Magento,

Invoice in Zoho will be synced.

When an invoice is successfully sent:

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In Zoho's Invoices:

6.7. When admin deletes/edits a customer account in

Magento, that customer will also be updated from

Leads, Accounts and Contacts in Zoho.

Customer Huan Dao Trong was deleted from Magento:

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In Zoho's Leads:

In Zoho's Accounts:

In Zoho's Contacts:

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7. Update

We will provide you with a new package of the module with bugs fixed and new

features installed. All you need to do is repeating the installing steps above with

FileZilla, all conflicting files will be overrided by the new ones.

Head to your store admin site and clear the config caches. Your newly upgraded

module should be working as expected.

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8. Help & Support

8.1. Document

Visit this link to get other documents for Magento Salesforce CRM Integration

extension, includes wiki userguide, FAQ and road map: ……..

Visit the live demo:………

User:

Password:

8.2. Submit a Ticket

If you have an issue and our guide can’t help for your issue. To

resolve your issue in the quickest t ime possible please submit a t icket

in the fol lowing guidel ines:

Provide us with the sufficient and valid access parameters,

specifically:

For server access, make sure that our user has write permissions at

least for the following folders and their content:

/app/code/...

/app/etc/modules/...

/app/design/...

/skin/..

./js/...

/var/...

For the Admin panel, we normally need the access at least to the

following areas:

System > Cache Management

System > Tools > Compilation

System > Index Management

System > Configuration > Magenest Extensions

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System > Configuration > Advanced > Advanced

System > Configuration > Advanced > Developer

Obviously, we need an access to all tabs of our extension as well.

If the issue is related to particular customers, products or orders, we

also may need an access to the correspondent areas.

Provide us with the detailed description of the problem

Example:

go to www.store.com/category/product.html

click the button…

desired result is ...

actual result is ...

Please specify any related rule, product, customer or order IDs so that

we could reproduce the issue quicker.

Let us know whether we can place test orders, create test rules,

blocks etc.

Provide us with important environment-related information.

External caching is in place, in this case, either disable any external

caching software, or provide us with the instructions how to clear it.

If you are running load-balanced server, make sure to provide us with

the access to all the involved servers.

In case any customizations had been implemented, give an outline on

the modified files.

Please note our time zone is GMT+7, so if we don't have the required

information immediately available, it may be in three days before we can gain

access to your site and resolve your problem.

Magenest does not keep your passwords on file after technical help or

installation but we recommend creating a temporary password for your

additional security.

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Please send your ticket to email: support@magenest.com

-THE END-

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Thank you!

Your feedback is absolutely welcome! For feedback on this book

and all other inquiries, please send we the letter to

info@magenest.com

We would love to hear from you!

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Published October, 2015.

All rights reserved. No part of this publication may be reproduced or transmitted in any

form by any means, electronic or mechanical, including photocopy, recording or any

information storage and retrieval system, without prior permission in writing form the

publisher.

Copyright © Magenest JSC 2015.