Integration with Magento 2

Magento is an e-commerce platform which supports sales in numerous channels. Thanks to that it is a perfect solution empowering B2B and B2C..

THE SCOPE OF INTEGRATION

Basic scope of integration

  • Integrate external events like ‘cart’ or ‘purchase’ both for contacts who are logged in and those who are not as long as they have a tracking cookie smclient
  • Export of contacts and historical transactions from e-commerce platform
  • Automatic addition of a monitoring code to a website
  • Possibility of assigning tags when a contact registers, signs up for a newsletter or makes a purchase, later these contacts with tags will be sent to the system
  • Automatic addition of such features as Live Chat, Pop-up Basic and Web Push

Contact form integration

  • Adding a monitoring parameter to contacts that filled in a contact form
  • Transfer of information given when contacts register and log in
  • Transfer of contact data (e.g. name and surname, email address, telephone number, address, company name, date of birth, date of creating a contact, tags assigned in the shop)
  • Transfer of contacts along with their opt-in/opt-out
  • Back synchronisation (This feature enables checking if contacts who register on e-commerce platform can already be found in SALESmanago database. When a contact exists in the database with opt-in status but while registration does not give a consent, in both SALESmanago system and e-commerce platform the contact has opt-in status.)
  • Transfer of contacts together with tags indicating name of the shop

PLUGIN INSTALLATION FOR MAGENTO

There are two ways of carrying out installation:

MAGENTO MARKETPLACE

1) When you use Magento 1.x, log in and click the following link https://marketplace.magento.com/salesmanago-salesmanago.html


[1] Edition – select Edition of your Magento platform (e.g. Community)
[2] Your store version – select store version of your Magento platform
[3] Add to cart – click this option and follow recommendations for module installation in Marketplace

Next, go to the cart and close transaction.

[1] Cart – click this option to check what products you have in your cart
[2] Proceed to checkout – click this option to close transaction

Log in/register or continue with the next step.

[1] Registered users – log in when you have an account on Magento 1 platform
[2] New users – register when you do not have an account on Magento 1 platform

Next, you will see all information on your transaction.

[1] Buyer – name, surname, address; you can change information when you click Edit można zmienić
[2] Total – total value of your order
[3] Place order – click this option to close your transaction. If you are not logged in/registered, you will be redirected to window where you can log in/register.

[1] Download – click this option to download the file

IMPORTANT: Go to PLUGIN INSTALLATION FOR MAGENTO BY DOWNLOADING A FILE FROM A LINK

[1] Install – click this option to install the module

Click Copy to copy your access key to SALESmanago plugin.

Next step is to start installation process in Admin panel. Log in to your account.

On the upon ribbon select System → Magento Connect → Magento Connect Manager.

Log in to Magento Connect Manager using data do Magento Admin panel.

In Magento Connect Manager proceed with two following steps:

[1] Paste extension key which you copied from Marketplace and click Install
[2] Proceed – click it to go to the next step

Then you will be informed that procedure was successful – Procedure completed

When you refresh the website, there will be a notification that SALESmanago was installed successfully. .

Go to Magento 1 Admin panel. Now, on the upon ribbon there will be SALESmanago icon.

2) When you use Magento 2.x, log in and click the following link https://marketplace.magento.com/salesmanago-integration.html

[1] Edition – select Edition of your Magento platform (e.g. Community)
[2] Your store version – select store version of your Magento platform
[3] Add to cart – click this option and follow recommendations for module installation in Marketplace

Go to your cart and close the transaction.

[1] Cart – click this option to check what products you have in your cart
[2] Proceed to Checkout – click this option to close transaction

Next, you will see all information on your transaction.

[1] Buyer – name, surname, address; you can change information when you click Edit
[2] Total – total value of your order
[3] Place order – click this option to close your transaction. If you are not logged in/registered, you will be redirected to window where you can log in/register

[1] Install – click this option to install a module

Zostaniesz teraz przekierowany do strony pobierania kluczy dostępu (Access Keys).

[1] Create A New Access Key – select and confirm this option when you do not have access keys created. When you have you access keys generated, go to the next step.

You will be redirected to the window with Access Keys (Public Key and Private Key) with Enabled status.

In your next step, go to Magento Installation in your Admin panel. Log in to your account.

[1] System – Select this option on your left-hand side menu bar and next [2] Web Setup Wizards

You will be redirected to the window with Magento Setup Tools.

[1] System Configuration – select this option to change your Magento system configutrations

Next, you will be redirected to the window with Access Keys.

[1] System Config – select this option on your left-hand side menu bar and next [2] Magento Marketplace. Paste Public and Private Access Keys you copied from Marketplace in the text fields indicated above. Click Save Settings to save your settings.

[1] Extension Manager – select this option on your left-hand side menu bar and next
[2] Review and Install – click this option

In the next window there will be a list of plugins.

[1] – Find benhauer/salesmanago-integration plugin and tick the checkbox on the left

[2] Select Module Version from the drop-down list
[3] Install – click this option to install the module

Click [1] Start Readiness Check and then [2] Next to continue.

IMPORTANT: Correct mistakes if Readiness Check procedure is not successful.

[1] Install – click this option to install the plugin

Go back to your Admin panel. On the left-hand side menu bar there will be SALESmanago icon..

DOWNLOAD A FILE FROM A LINK

1) When you use Magento 1.x, click the link https://files.salesmanago.pl/up/integrations/magento/salesmanago.tgz

In the next step, go to Magento Installation in your Admin panel. Log in to your account.

On the upon ribbon select System → Magento Connect → Magento Connect Manager.

Log in to Magento Connect Manager using data do Magento Admin panel.

Go to Direct Packege File upload.

[1] Choose file – select a file
[1] Upload – click this option to upload a file

You will be automatically redirected to a console where you can find information that installation was completed as well as name and version of the package.

Refresh the page. You will see the list with SALESmanago plugin installed.

Go to Magento 1 Admin panel. Now you can see SALESmanago icon on the upon ribbon.

2) When you use Magento 2.x, download a package benhauer/salesmanago-integration using Composer

To install benhauer/salesmanago-integration Composer package, go to folder with Magento 2 installation on your console

Use an editor (e.g. Nano) and open composer.json file.

In the next step, add “benhauer/salesmanago-integration”: “^2.0.4” (i.e. the package and its version) to “require” section.

Save changes and close the file.

From the level of Magento catalogue (there you have composer.json file) send the command > composer update

When your installation is successful, you will see two packages – benhauer/salesmanago-integration (selected version) and salesmanago/api-util-sso (newest version; it is necessary to proper functioning of the plugin)

Next, send the following commands:

php bin/magento setup:upgrade &&
> php bin/magento setup:di:compile &&
> php bin/magento setup:static-content:deploy -f &&
> php bin/magento cache:flush

When the installation is ready, log in to your Magento 2 Admin panel.

Now, on the left-hand menu you will see SALESmanago icon.

CONFIGURATION

1) When you use Magento 1.x platform, log in to your e-commerce platform. On the homepage, select SALESmanago on the uppon ribbon.

2) When you use Magento 2.x platform, log in to your e-commerce platform. On the homepage, select SALESmanago on the left menu.

When your configuration is ready, go to the next step and complete configuration in the panel of our module..