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OpenCart VtigerCRM Installation Guide Version 1.0
OpenCart
Installation
Guide
Version 1.0By
Lim Tee Chert
26 February 2012(last updated on: 27 September 2012)
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OpenCart VtigerCRM Installation Guide Version 1.0
Purpose :
This is A Release for OpenCart Vtiger Integration.
The purpose of this OpenCart Vtiger Integration is to provide data synchronization between Customers, Contacts, Product Categories, Manufacturer Categories, Products, Stock Status, Sales Order/Invoice.
Compatible:
No Software Version
1. Opencart 1.5.1.x / 1.5.2.x / 1.5.3.x / 1.5.4.x
2. Vtiger 5.2.1 / 5.3.0 / 5.4.0
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 ANOTHER LICENSE FROM US.
Please follow the step below for your installation. We assume that you already have existing OpenCart and Vtiger, please follow the step below for your installation process.
Installation Notes: 1. Please make a backup before executing this step.2. Extract OpenCart Vtiger Integration package.3. You are safe to deploy our Data Sync Suites WITHOUT overwritten any files. We are using
VQMod for Opencart 1.5.1.x and above. Please follow the step below to install VQMod and VQMod Manager.
1) VQModhttp://code.google.com/p/vqmod/wiki/Install_OpenCart
2) VQMod Managerhttp://www.opencart.com/index.php?route=extension/extension/info&extension_id=2969
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OpenCart VtigerCRM Installation Guide Version 1.0
OpenCart Data Sync Suites Setting
1) Setting for PHP System TimeZone (Example: Malaysia TimeZone)
vi /etc/php.ini ---------------------------------------------------------------------- ;Added by tclim date.timezone=Asia/Kuala_Lumpur ----------------------------------------------------------------------
2) Setting for Start Up TimeZone
vi system/startup.php ----------------------------------------------------------------------
if (!ini_get('date.timezone')) { date_default_timezone_set('Asia/Kuala_Lumpur');
}----------------------------------------------------------------------
3) Execute the database script patches/sync_opencart_vtiger.sql
Pr-requisite
Before we perform data synchronization, we need to configure the Currency and MUST be the same format. For example, the currency as below:
1) Login to OpenCart using admin2) Click the System -> Setting -> Local
3) Click “Save” button to save the setting
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OpenCart VtigerCRM Installation Guide Version 1.0
Opencart Vtiger Manual Configuration Settings
1) Tax Calculations
Our Data Sync Suites does not directly support Taxation. You need to manually configure your Opencart and Vtiger Tax Calculations.
In Opencart - System -> Localisation -> Tax Class
In Vtiger – Setting -> Tax Calculations
Note: Shipping & Handling Taxes need to be configure with according to Product & Service Taxes.
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OpenCart VtigerCRM Installation Guide Version 1.0
2) Product Usage Unit
In Opencart - System -> Localisation -> Weight Class
In Vtiger - Settings -> Picklist Editor -> Products -> Usage Unit
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Setup Default Custom Fields Setting In Vtiger
Sales Invoice Custom Fields are supported in Vtiger. Please follow the step below to defined vtiger custom fields for Product Attributes
- Login to vtiger- Goto “Settings” -> “Module Manager” -> “Invoice”
– Click on the “hammer” icon
– Click on “Layout Editor”– Under the Product Details, click on “Add Custom Field”
– In “Create Custom Field”, scroll down under you see the “Text Area”.– Label: Product Attributes and click “Save” button.
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OpenCart VtigerCRM Installation Guide Version 1.0
Please follow the step below to defined vtiger Accounts / Organization custom fields for Opencart Customer ID
- Login to vtiger- Goto “Settings” -> “Module Manager” -> “Accounts / Organization”
– Click on the “hammer” icon
– Click on “Layout Editor”– Under the Account Information, click on “Add Custom Field”
– In “Create Custom Field”, scroll down under you see the “Text”.– Label: Opencart Customer ID.– Length: 11 and click “Save” button.
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OpenCart VtigerCRM Installation Guide Version 1.0
Please follow the step below to defined vtiger Contacts custom fields for Opencart Contact ID
- Login to vtiger- Goto “Settings” -> “Module Manager” -> “Contact”
– Click on the “hammer” icon
– Click on “Layout Editor”– Under the Contact Information, click on “Add Custom Field”
– In “Create Custom Field”, scroll down under you see the “Text”.– Label: Opencart Contact ID.– Length: 11 and click “Save” button.
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OpenCart VtigerCRM Installation Guide Version 1.0
Please follow the step below to defined vtiger Products custom fields for Opencart Product ID
- Login to vtiger- Goto “Settings” -> “Module Manager” -> “Product”
– Click on the “hammer” icon
– Click on “Layout Editor”– Under the Product Information, click on “Add Custom Field”
– In “Create Custom Field”, scroll down under you see the “Text”.– Label: Opencart Product ID.– Length: 11 and click “Save” button.
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Configure Vtiger In OpenCart
1) Login to OpenCart using admin2) Click the Extensions -> Modules
3) Click “Install” to setup “Vtiger Data Sync Suites”4) Click “Edit” to configure Vtiger Data Sync Suites
Fill in all requires fields marked as *. Make sure you activate this modules.
Title Value DescriptionEnabled Sync Status 1 = Enabled Sync Process
0 = Disabled Sync Process (Turn Off)Always set to 1 to enabled the sync process
Is Debugging Mode 1 = Yes0 = No
set to 1 for Debugging Modeset to 0 for Production Mode
Auto Assigned User 1 = Yes0 = No
Always set to 1 to assign the sync transaction under the User ID
Vtiger URL http://www.example.com/vtiger/webservice.php Vtiger URL.For security, please use https://All URL must be ended with webservice.php
User ID admin User ID must be exist in Vtiger
Access Key vtiger access key Vtiger Access Key
Sync SalesOrder/Invoice when status is
1 = Pending2 = Processing3 = Delivered4 = PayPal [Transaction]
Ticked the Status to be Sync into Vtiger for Invoice transaction.
Please choose your Delivered/Completed status
1 = Pending2 = Processing3 = Delivered4 = PayPal [Transaction]
Choose the Status to be Sync back to Opencart for Delivered/Completed transaction.(Not Implemented Yet)
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.
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OpenCart VtigerCRM Installation Guide Version 1.0
How to configure Vtiger Data Sync Suites In Opencart
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OpenCart VtigerCRM Installation Guide Version 1.0
Note: After click on “Load Parameters Data”, you need to “Refresh” the page again to populate all the combobox value for your selection.
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OpenCart VtigerCRM Installation Guide Version 1.0
Go back to “How to configure Vtiger Data Sync Suites In Opencart”
Click on “Load Parameters Data” again to refresh the new changes. You can now configure Default Settings for Vtiger Custom Fields Setting.
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OpenCart VtigerCRM Installation Guide Version 1.0
How to configure Cronjob
1) Setting for Batch Process. Change the user path to your own path
1.1) First, change it to executable file chmod +x batch.sh
Using Linux SSH
Add this line to crontab to Sync Data from OpenCart To Vtiger for every 5 minutes
vi batch.sh ------------------------------------------------------------------------------------------------- #!/bin/sh umask 002 cd /home/userid/public_html/opencart /usr/bin/php -q sync-opencart-vtiger.php -------------------------------------------------------------------------------------------------
su - crontab -e ------------------------------------------------------------------------------------------------- */5 * * * * /home/userid/public_html/opencart/batch.sh /dev/null 2>&1 -------------------------------------------------------------------------------------------------
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OpenCart VtigerCRM Installation Guide Version 1.0
1.2) Second, change the path according to your directory structure Using cPanel
-------------------------------------------------------------------------------------------------------------- /usr/bin/php -q /home/userid/public_html/opencart/sync-opencart-vtiger.php /dev/null 2>&1--------------------------------------------------------------------------------------------------------------
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Sync Currency to Vtiger
In Opencart, click on any Currency from the list, you need to update each of the currency and it will automatically sync to Vtiger.
In Opencart – Currency
In Vtiger – Settings -> Currencies
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Sync Manufacturer Categories to Vtiger
In Opencart, click on any manufacturer category from the list, you need to update each of the category and it will automatically sync to Vtiger.
In Opencart – Manufacturer Category
In Vtiger – Settings -> Picklist Editor -> Product
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Sync Category to Vtiger
In Opencart, click on any category from the list, you need to update each of the category and it will automatically sync to Vtiger.
In Opencart - Category
In Vtiger – Settings -> Picklist Editor -> Product -> Category
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Sync Products to Vtiger as Product
In Opencart, click on any product from the list, you need to update each of the product and it will automatically sync to Vtiger.
In Opencart – Products
In Vtiger – Inventory -> Products
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Sync Customer to Vtiger as Accounts
In Opencart, when the customer sign up or edit their profile, it will automatically sync to Vtiger.
In Opencart – Customer
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OpenCart VtigerCRM Installation Guide Version 1.0
In Vtiger – Accounts
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Sync Vtiger Stock Status
In Opencart – Stock Status
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OpenCart VtigerCRM Installation Guide Version 1.0
In Vtiger -> Inventory -> Products
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OpenCart VtigerCRM Installation Guide Version 1.0
How to Sync Sales Order/Invoice to Vtiger as Sales Invoice
In Opencart, when the customer checkout, the Sales Order/Invoice will be created. The Cronjob will executed every 5 minutes (Depending on your setting). The Sales Order/Invoice will automatically sync to Vtiger.
The customer can checkout in any currency and it will automatically converted into Home Currency in Vtiger. For example, customer order in item no 10 are using GBP when checkout. The total sales amount (£578.79) will be reflected in Vtiger as ($915.522) in USD.
In Opencart – Sales Order
In Vtiger – Sales Invoice
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OpenCart VtigerCRM Installation Guide Version 1.0
Sync Opencart Coupon as Discount in VtigerSync Opencart Gift as Adjustment in VtigerSync Opencart Product Attribute as Product Attribute in Vtiger
In Opencart
In Vtiger
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OpenCart VtigerCRM Installation Guide Version 1.0
Support
Support for installation and troubleshooting is available via support email at support@anterp.com
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