OpenCart VtigerCRM Installation Guide

Version 1.0

OpenCart Installation Guide

Version 1.0 By 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 1. 2. Software Opencart Vtiger Version 1.5.1.x / 1.5.2.x / 1.5.3.x / 1.5.4.x 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) VQMod http://code.google.com/p/vqmod/wiki/Install_OpenCart 2) VQMod Manager http://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 admin 2) 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 admin 2) Click the Extensions -> Modules

Title

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. Value Description
1 = Enabled Sync Process 0 = Disabled Sync Process (Turn Off) 1 = Yes 0 = No 1 = Yes 0 = No http://www.example.com/vtiger/webservice.php Always set to 1 to enabled the sync process set to 1 for Debugging Mode set to 0 for Production Mode Always set to 1 to assign the sync transaction under the User ID Vtiger URL. For security, please use https:// All URL must be ended with webservice.php User ID must be exist in Vtiger Vtiger Access Key Ticked the Status to be Sync into Vtiger for Invoice transaction.

Enabled Sync Status Is Debugging Mode Auto Assigned User Vtiger URL

User ID Access Key Sync SalesOrder/Invoice when status is

admin vtiger access key 1 = Pending 2 = Processing 3 = Delivered 4 = PayPal [Transaction]

Please choose your 1 = Pending Delivered/Completed status 2 = Processing 3 = Delivered 4 = 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 Vtiger Sync Opencart Gift as Adjustment in Vtiger Sync 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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