OpenCart. SugarCRM CE (Community Edition Only) Integration. Guide

Transcription

1 OpenCart SugarCRM CE (Community Edition Only) Integration Guide By Lim Tee Chert 23 June 2012 (last updated on: 08 January 2015)

2 Purpose: This is A Release for OpenCart SugarCRM CE (Community Edition Only) Integration Guide. Before you proceed, please setup SugarCRM CE in document at SugarCRM CE- Plugin Installation.pdf The purpose of this OpenCart SugarCRM CE is to provide data synchronization between Customers, Contacts, Categories, Currencies, Products, Newsletter, Sales Invoice and Return Invoice. This is a 1way synchronization from OpenCart into SugarCRM CE. Compatible: No Software Version 1. Opencart x / x / x / x / x / x 2. SugarCRM CE 6.4.x / 6.5.x DISCLAIMER: USE AT YOUR OWN RISK. WE DO NOT ISSUED ANY WARRANTY FOR THIS PLUGIN. THE LICENSE IS GRANTED FOR SINGLE DOMAIN ONLY. IF YOU NEED TO DEPLOYED IN SECOND DOMAIN, YOU NEED TO BUY ADDITIONAL LICENSE FROM US. We assume that you have setup and configure according to the documentation below 1. CartBookSync Integration Suites 2. CartBookSync-SugarCRM CE- Plugin Installation

3 Table of Contents Pre-requisite... 4 How to Configure and Setup sugaropencartsync for OpenCart...5 Installing SugarCRM OpenCart Module... 6 How To Configure SugarCRM In OpenCart...8 First Time Synchronization Setting Up Cron Jobs Sync Currency to SugarCRM as Currencies...19 Sync Category to SugarCRM as Category...20 Sync Products to SugarCRM as Products Sync Customer to SugarCRM as Accounts...24 Subscribe/Unsubscribe Newsletter Sync Sales Order to SugarCRM as Sales Invoice...28 Support... 31

4 Pre-requisite Software Requirements: Software Website Opencart SugarCRM CE Server Requirements: Web Server (Preferable Apache Web Server) PHP (Supported Version 5.3.x / 5.4.x / 5.5.x) MySQL Database PHP Curl & PHP mbstring ioncube PHP Loader (At least version and above) Please follow the step to installed Opencart VQMod. 1) VQMod (At least version and above) If you do not have any web hosting, we recommend 1) Shared Hosting - 2) VPS Server

5 How to Configure and Setup sugaropencartsync for OpenCart The step below apply to all Opencart integration suites including CartBooks, SugarCRM, VtigerCRM. CartBooks Opencart Integration cartbooksopencartsync SugarCRM Opencart Integration sugaropencartsync VtigerCRM Opencart Integration vtigeropencartsync To configure sugaropencartsync for opencart, you need to copy opencart config.php into sugaropencartsync/opencart directory. I will show you how to use FTP program to transferred the file. 1) Transferring opencart/config.php into Local PC from your web server. Drag n drop opencart config.php into Local folder 2) Transferred opencart config.php file back into sugaropencartsync/config folder. /var/www/html/sugaropencartsync/config Drag n drop config.php into sugaropencartsync/config folder

6 Installing SugarCRM OpenCart Module Installation Notes: 1. Please make a backup before executing this step. 2. I am using opencart version for our documentation. 3. We assume that you have install the latest version of OpenCart without modify the Core files. If you have make any modification on OpenCart Core files, You need to contact us for your installation process. If you are using Opencart 1.5.x and above, you are safe to deploy our Data Sync Suites WITHOUT overwritten any files. We are using VQMod for Opencart 1.5.x and above. 4. Go to cartbooks_opencart_integration There are 2 folder need to be deploy into Opencart folder. Please follow the sequence to deploy. 1_all_module is a standard module for opencart version 1.5.x 2_vqmod_version is an opencart vqmod based on specify version. Make sure you deploy the correct version.

7 5. Use FTP program (Filezilla) to transferred the files into your Opencart ROOT folder. All Modules to be deploy into admin folder without any files overwritten. Drag n drop admin folder into opencart folder

8 How To Configure SugarCRM In OpenCart 1) Login to OpenCart using admin 2) Click the Extensions -> Modules 3) Click Install to setup SugarCRM Data Sync Suites 4) Click Edit to configure SugarCRM Data Sync Suites Fill in all requires fields marked as *. Make sure you activate this modules. General Settings Value Description Enabled Sync Status 1 = Enabled Sync Process 0 = Disabled Sync Process (Turn Off) Always set to 1 to enabled the sync process Version 1.5.x Opencart Version Is Debugging Mode 1 = Yes 0 = No set to 1 for Debugging Mode set to 0 for Production Mode I am running on Server with Memory Available Set to Shared Hosting if you are running in Shared Hosting Package. Choose your available Memory Limit in Opencart php.ini Data Sync URL CartBooks Sync URL. SugarCRM Settings Value Description SugarCRM URL SugarCRM URL. For security, please use All URL must be ended with service/v2/rest.php User ID admin User ID must be exist in SugarCRM Password your password Password for authentication Password Authentication 1 Standard Authentication 0 LDAP Authentication set to 1 for standard authentication set to 0 for LDAP authentication

9 Load Parameters Value Description Load Parameters Data Load SugarCRM Data Click on the Sync icon to load SugarCRM data. Please Refresh this page after completed. Product Settings Value Description Item Code Mapping 1 = Product ID (default) 2 = Model 3 = SKU 4 = UPC 5 = EAN 6 = JAN 7 = ISBN 8 = MPN Item Code refer to the fields sync into CartBooks as Item Code. These key must be UNIQUE KEY in opencart. If you are not sure about this key, please use default key as Product ID Part Number Mapping 1 = Product ID 2 = Model (default) 3 = SKU 4 = UPC 5 = EAN 6 = JAN 7 = ISBN 8 = MPN Part Number refer to the fields sync into CartBooks as Part Number in SugarCRM. These key must be UNIQUE KEY in opencart. If you are not sure about this key, please use default key as Product ID

10 Invoice Settings Value Description Sync Invoice Start Date From Calendar Year for your Business Start Up Date. Customer Order Ref Mapping 1 = Order ID 2 = Invoice No Default to Order ID Invoice Template 1 = Invoice Template Default Invoice Template Sync SalesOrder/Invoice when status is 1 = Canceled 2 = Complete (default) 3 = Pending (default) 4 = Processing (default) 5 = Refunded 6 = Shipped (default) 7 = Voided Ticked the Status to be Sync into SugarCRM for Invoice transaction. Void SalesOrder/Invoice when status is 1 = Canceled (default) 2 = Complete 3 = Pending 4 = Processing 5 = Refunded (default) 6 = Shipped 7 = Voided (default) Ticked the Status to be Sync into SugarCRM for Void Invoice transaction.

11 Click Save button and Refresh the CartBooks SugarCRM Data Sync Suites before Proceed.

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14 NOTE: Goto System -> Localisation -> Orders Statuses Sync Process are highly depended on Orders Status. Please defined your Orders Status before configure Data Sync Suites Settings.

15 First Time Synchronization If you are running your E-Commerce for some time and have huge data in your Opencart. Do Not configure your CartBooks Cronjob before you perform first time synchronization. Manually perform this step to populate the first time sync into SugarCRM with Categories, Products, Customers, Contacts, SalesOrder/Invoice. This step may take longer time to complete depending on your data available in Opencart. If you are just started your Opencart without much data, this process will take less than 1 minute to be completed (Estimation time taken about 5 10 seconds). We have perform the simple task to synchronize 25,000 products from Opencart into SugarCRM and it take approximate 6 8 hours depending on the network. If you have more data, it may vary and take longer time to be completed. Anyway, once you execute this step, you do not need to wait for the completion, but rather you can leave it and come back tomorrow to configure your Cronjob. Before you setup your cronjob, you may login to SugarCRM to verify your data. This is to ensure that all your data have been populated into SugarCRM correctly. Otherwise, you need to initial again for the first time synced. How to initial First Time Synchronization 1) Open a new Firefox Browser. 2) Enter the url Please change the to your domain name 3) Once you execute the step 2. If you hit an error below, you can ignore it. 3.1) Timeout issue If you are not sure, you may contact us at support@cartbooks.com

16 Setting Up Cron Jobs Setting for Batch Process. Change the user path to your own path Please CHANGE ALL batch file to executable file. Use your FTP program again and Right Click on each of the filename batch-xxx.sh -> File Permissions. The box below will appear. Make sure the Number value set to 755. And Click OK button to save it.

17 Please change the path according to your directory structure Add this line to crontab to Sync Data from OpenCart To SugarCRM for every 15 minutes Using cpanel Scroll down until you see the Cron jobs /home/userid/public_html/sugaropencartsync/cronjob/batch-opencart-sugar.sh /dev/null 2>& sugaropencartsync/cronjob/batch-opencart-sugar.sh

18 Using Linux SSH chmod +x batch-opencart-sugar.sh vi batch-opencart-sugar.sh #!/bin/sh umask 002 cd /home/userid/public_html/sugaropencartsync/cronjob /usr/bin/php -q sync-opencart-sugar.php su crontab -e */15 * * * * /home/userid/public_html/sugaropencartsync/cronjob/batch-opencart-sugar.sh /dev/null 2>&

19 Sync Currency to SugarCRM as Currencies In Opencart, click on any currency from the list, you need to update each of the currencies and it will automatically sync to SugarCRM. In Opencart Currency In SugarCRM Currencies WARNING! Do not delete the currency for US Dollar which is duplicate in this case. This is needed for Data Sync Suites to support multi-currencies in SugarCRM.

20 Sync Category to SugarCRM as Category In Opencart, click on any category from the list, you need to update each of the category and it will automatically sync to SugarCRM. In Opencart Category

21 In SugarCRM Category

22 Sync Products to SugarCRM as Products In Opencart, click on any product from the list, you need to update each of the product and it will automatically sync to SugarCRM. In Opencart Products

23 In SugarCRM Products

24 Sync Customer to SugarCRM as Accounts In Opencart, when the customer sign up or edit their profile, it will automatically sync to SugarCRM. In Opencart Customer

25 In SugarCRM Accounts

26 In SugarCRM Contacts

27 Subscribe/Unsubscribe Newsletter Customer Newsletter will be automatically sync when the customer outed out from the mailing list.

28 Sync Sales Order to SugarCRM as Sales Invoice In Opencart, when the customer checkout, the Sales Order will be created. To Approved the Sales Order, please follow the step below: Login as admin user. Click on Shop Menu and Goto Sales -> Orders. Click on the new created sales orders. Under the Tab -> Order Detail, click on [Generate] to generate Invoice No. Click on Tab -> Order History, set the "Order Status" => Complete. Enter some comments and it will ready to sync into SugarCRM System. The Cronjob will executed every 15 minutes (Depending on your setting). The Sales Order will automatically sync to SugarCRM as Sales Invoices.

29 Note: The customer can checkout in any currently and it will automatically sync into SugarCRM. In Opencart Sales Order In SugarCRM Sales Invoices

30 In Opencart, The Administrator have the ability to complete the Sales Order/Invoices. The Sales Order will be automatically sync to SugarCRM. In Opencart Sales Order NOTE: SugarCRM support Coupon Discount, Voucher Discount and Reward Point via custom fields.

31 In SugarCRM Sales Invoice Coupon Amount, Voucher Amount, Reward Amount via custom fields. Support Support for installation and troubleshooting is available via support at