Features available with the Magento integration with Vision helpdesk:
- Magento provides you with the e-commerce software and platform which you can use with Vision system after integration.
- After integration procedure is done you can visit to ticket details page & select Magento link under integration section.
- You will receive all the information of client & details of Magento activities (information of only those client whose email id in helpdesk matches with email id in Magento account)
Steps for Installation of Magento :
Step 1:- Download magento version ver 2.2.4 from the https://magento.com/tech-resources/download
Step 2:- Upload to server
Step 3:- Needed all extensions ON (SOAP ,wsdl etc)
Step 4:- then fire your url - yourdomain.com/magento/setup (Note : We have installed setup in magento folder on server, you need to change URL as per your installation path)
Step 5:- Enter your database name
Step 6:- Fill the details properly.
Step 7:- After completion of installation follow the below steps
Step 1:- Login to your Magento admin panel.
(your magentolink/admin Enter your username and password)
For example https://support.yourdomain.com/magento/admin
Step 2:- Creating a role: From the Magento dashboard go to System →Permissions → User Roles.
Step 3:- Click add new role on the top right corner.
Step 4:- Fill in the role info and from the role resources tab, select Resource Access >> All
Step 5:- Click save role after you are done entering the details.
Step 6:- Creating a user: Once the role has been created, one must now create a user. Go to
System → Permissions → All Users.
Step 7:- Click add new user on the top right corner.
Step 8:- Fill in the user info of the user and from the user role select the particular role of the user.
Step 9:- Click save user after you are done entering the details of the user.
(Customers ->Add new customers-> Fill all mandatory details, Same for the order and invoices)
Step 10:- Log-in to manage portal and go to Admin Settings >>>Integrations>>>Magento.
Now click on add button.
Step 11:- Fill the details magento url ( where the magento setup is set), your admin username ( user in the magento portal) and password ( password of the user ) .
Enable the status button.
Post Integration -
Step 12:- Now when a customer submit a ticket to helpdesk from same email id which is registered under Magento account then you can fetch information of that client in the ticket detail area.
Step 13:- Go to ticket listing page and open a ticket. On top right corner you can see integration icon and click on magento.
Step 14:- You can see the details fetched from Magento account.