OROCRM Opencart Connector is a module to synchronize your Opencart data to the OROCRM platform. With the use of this module, you can easily synchronize the orders, customers, and products of Opencart to OROCRM. This feature helps admin to manage their store data in a better way on OROCRM and provide a better customer service.
OROCRM Opencart Connector
- Synchronize Products to OROCRM.
- Synchronize Customers to OROCRM.
- Synchronize Orders to OROCRM.
- Create multiple opencart store configurations.
- Multiple store data can be imported.
- Data export via CSV and XLS.
- Make a call using Hangouts with your imported customers.
What is OROCRM?
OROCRM is an open source customer relationship management system (CRM) using which you can manage your sales, customers, leads, etc. If you have an eCommerce website then you can synchronize all the past data. The OROCRM can also generate a report for your top customers, most sold products, etc. It really helps in analyzing the sale and manage the customers, products & orders. You can manage your leads & opportunity in a very easy way.
Installation of OROCRM Opencart Connector
OROCRM Opencart Connector installation is easy. In the module zip, you will find two folders. Namely WKrestAPI and WKOC. You first need to upload the wkOc folder under the OROCRM src directory.
After uploading the wkOc folder please run following commands from the terminal of the OROCRM server.
If the OROCRM is in a development mode then execute this command- php app/console cache:clear -e dev. For production mode, execute php app/console cache:clear -e prod.
After clearing the cache run this command:
php app/console doctrine:schema:update — force
Now according to your OpenCart version, select the wkrestapi folder and inside it you will find the catalog folder. You just need to upload the Catalog folder into the root directory of your Opencart website as shown below.
After this, upload the XML file that you will find inside the ocmod folder. You will have to upload the XML file according to your Opencart version. Here, you will find the XML file with the name – oc-orocrm-connector.ocmod.xml
After this, navigate to Extensions>Modification and click on the refresh button.
Once you have uploaded the file, login to the Opencart admin section and navigate to System-> Users-> API. Here you need to add new API list like this.
After clicking on the add button, admin can enter the API name and generate the API key under general tab.
Opencart Configuration in OROCRM
After creating the API, the admin needs to login to the OROCRM and configure it to build a connection between Opencart and the CRM. After logging in the OROCRM navigate to System-> Opencart Configuration.
Here, you can find a list of all the opencart configurations that you have created(initially it’s empty) and can create new configurations by clicking the Create Opencart Store configuration button as shown below in the snapshot.
After clicking the Create Opencart Store Configuration button, you can enter your Store Name, Store URL, API Name and Api Key to create the configuration. After this, you can click the Save button and choose to – Save and Close(saves and take you back to the configuration list) or Save(saves and keeps you on the same page) as required.
After saving the details, the admin needs to connect the OROCRM with the Opencart website by clicking on the Connect button. Once it is connected you can see the online indication in OROCRM. Here, you can also edit or delete the configuration.
After a successful connection you can see the Connected icon in place of the Disconnected icon. Here, you also have an option to disconnect the connection by clicking the Disconnect button.
Sync Customers, Orders, and Products
After successful connection admin can sync the customers, order, and products. To do so, the admin can navigate to Customers-> Opencart Customers to synchronize the customers. Now, click the Import button to synchronize the customers from the Opencart store.
This brings up a popup to confirm the import. Click Yes to import the customers.
After clicking on the Yes button all the customers from Opencart will get synced and populate with the success message. Here, the admin can click the delete button to delete a customer.
To export the details of the customers, select the customers to export and then click the Export Grid option and select – CSV or XLSX file type as required.
In the same way, navigate to Sales-> Opencart Orders to view the orders list. Here, after importing the orders you can delete an order by clicking the delete button.
To view the details of an order click the order and you can see the order details that includes – Order/Customer Details, Payment/Shipping Address, Products, and History.
Similarly after importing the products, the admin can check the product list by navigating to Sales-> Opencart Products.
You can see the product details by clicking on the product.
That’s all for OROCRM Opencart Connector. If you have any query regarding the extension then please feel free to create a ticket here http://webkul.uvdesk.com/.
Current Product Version - 188.8.131.52
Supported Framework Version - 2.0.x.x, 2.1.x.x, 2.2.x.x, 2.3.x.x, 3.x.x.x