Cart2crm Wordpress Plugin

Documented by Mojoomla - at June 01 2015

A) Introduction

Provide the ability to connect and synchronize customer data and order data between a WordPress (using the WooCommerce plugin) to SugarCRM and SuiteCRM account.




B) Installation:

Steps for Cart2CRM plugin Installation:

  1. Go to Admin side Plugins → click on Add New → click on Upload.
  2. Unzip the "cart2crm_package.zip " file and Upload the " Cart2CRM.zip " . → click on Install Now.
  3. Click on Activate plugin.
  4. You can see Cart2CRM on dashboard.
Install plugin

C) Connection

  • 1. SugarCRM Connection
    1. Select CRM : Select SugarCRM Option.
    2. CRM Url: Enter SugarCRM URL.
    3. Username: Enter SugarCRM Username.
    4. Password : Enter SugarCRM Password.
    5. Auto sync : If You want to auto syncronise data(hourly) then checked it.
  • 2. SuiteCRM Connection
    1. Select CRM : Select SuiteCRM Option.
    2. CRM Url: Enter SuiteCRM URL.
    3. Username: Enter SuiteCRM Username.
    4. Password : Enter SuiteCRM Password.
    5. Auto sync : If You want to auto syncronise data(hourly) then checked it.
  • 3. CustomCRM Connection
    1. Select CRM : Select CustomCRM Option.
    2. CRM Url: Enter CustomCRM URL.
    3. Hostname : Enter CustomCRM Hostname.
    4. Username: Enter CustomCRM Username.
    5. Password : Enter CustomCRM Password.
    6. DBname : Enter CustomCRM Database name.
    7. Auto sync : If You want to auto syncronise data(hourly) then checked it.
    To save changes click on Save button.

D) CRM Panel

  • 1.SugarCRM Panel
  • Form-Generator
  • 2.SuiteCRM Panel
  • Form-Generator

E) Integration

You can syncronize confimed order,hold order or both.

integration

F) Field Mapping

  • 1. SugarCRM and SuiteCRM Fieldmapping
  • Form-Generator
    1. Woocommerce : Select woocommerce field.
    2. Sugar CRM : Select Sugar CRM Field.
    3. Save: Click on save than you see field listing.
  • 2. CustomCRM Fieldmapping
  • Form-Generator
    1. Woocommerce : Select woocommerce field.
    2. CustomCRM : Select CustomCRM table and then select table filed.
    3. Save: Click on save than you see field listing.

G) Reports

Download customer data reports and migration report. Customer data report download for opportunity(on-hold order) data and account(completed order) data fromdate to todate. Migration report mean download when auto sync(cron) run report for fromdate to todate.




H) FAQ

In order for this plugin to work properly, you must have WooCommerce plugin installed.

If you want to any paid customization as your requirement in this plugin you can contact us on sales@mojoomla.com.