{"id":147066,"date":"2014-02-19T08:53:11","date_gmt":"2014-02-19T16:53:11","guid":{"rendered":"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/integrate-magento-orocrm\/"},"modified":"2025-10-31T04:58:54","modified_gmt":"2025-10-31T11:58:54","slug":"integrate-magento-orocrm","status":"publish","type":"post","link":"https:\/\/oroinc.com\/b2b-ecommerce\/blog\/integrate-magento-orocrm\/","title":{"rendered":"The Magento CRM Process: How to Integrate Magento with OroCRM"},"content":{"rendered":"<div><span style=\"font-weight: 400\">UPDATE [Mar 24, 2016]: This blog post has been published in 2014. For the most up to date information on how to set up a <\/span><span style=\"font-weight: 400\">CRM for Magento<\/span><span style=\"font-weight: 400\"> integration, please check the OroCRM User Guide at\u00a0<\/span><a href=\"https:\/\/doc.oroinc.com\/user\/\">https:\/\/oroinc.com\/orocrm\/doc\/current\/user-guide\/magento-channel-integration<\/a><\/div>\n<p><span style=\"font-weight: 400\">With the release of the OroCRM Bridge, we want to detail each step of the <\/span><span style=\"font-weight: 400\">CRM for Magento<\/span><span style=\"font-weight: 400\"> integration process so you can integrate Magento data into OroCRM with ease.<\/span><\/p>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/Bridge.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147067\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/Bridge.png\" alt=\"OroCRM Bridge Magento Extenstion\" width=\"500\" height=\"313\" \/><\/a><\/p>\n<p>Allowing you to easily connect the two systems, the OroCRM Bridge also improves on the Magento SOAP API v2 to offer additional shopping cart and customer data. These improvements allow companies to see the list of active shopping carts, newsletter subscribers, viewed products, and the customer wish list.<br \/>\nThe OroCRM Bridge can be installed through <a href=\"http:\/\/www.magentocommerce.com\/magento-connect\/orocrm-bridge.html\">MagentoConnect<\/a>.<\/p>\n<p><span style=\"font-weight: 400\">Once this <\/span><span style=\"font-weight: 400\">CRM for Magento <\/span><span style=\"font-weight: 400\">extension has been successfully installed, you will then login to your Magento account to set up a SOAP API user within Magento. The Magento SOAP API allows you to manage a number of features, including customers, products, inventory, and sales orders. This <\/span><span style=\"font-weight: 400\">Magento CRM <\/span><span style=\"font-weight: 400\">process should only take a few minutes. In fact we have broken it down into steps below.<\/span><\/p>\n<h2><strong>STEP 1:<\/strong> Once logged in, access the \u201cSOAP\/XML \u2013 RPC &#8211; Roles\u201d tab under System \u2192 Web Services<\/h2>\n<p>(NOTE: Remember to save EVERY STEP of this process to insure everything flows smoothly.)<\/p>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147069\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step1.png\" alt=\"OroCRM Magento Integration\" width=\"700\" height=\"400\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><strong>STEP 2:<\/strong> Create a Role under \u201cAdd New Role\u201d and add your eCommerce store.<\/h2>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147071\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step2.png\" alt=\"OroCRM Magento Integration CRM eCommerce\" width=\"650\" height=\"160\" \/><\/a><\/p>\n<h2><strong>STEP 3:<\/strong> Go to Role API Sources and change your Resource Access to \u201cAll.\u201d<\/h2>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147073\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step3.png\" alt=\"How to Integrate Magento with OroCRM\" width=\"700\" height=\"126\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><strong>STEP 4:<\/strong> Create a New User under \u201cSystem\u201d \u2192 \u201cWebservices\u201d \u2192 \u201c SOAP\/XML \u2013 RPC &#8211; Users\u201d<\/h2>\n<h2><strong>STEP 5:<\/strong> Click on \u201cCreate New User\u201d and enter your desired username and basic information. The \u201cAPI Key\u201d is simply a password that you create for yourself.<\/h2>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147075\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step5.png\" alt=\"Magento OroCRM Integration SOAP API\" width=\"700\" height=\"247\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><strong>STEP 6<\/strong>: Once you\u2019ve saved your API key and user information, access the \u201cUser Role\u201d near the top left of your screen and select your web store to make sure it is active.<\/h2>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147077\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step6.png\" alt=\"Step 6\" width=\"700\" height=\"188\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><strong>STEP 7<\/strong>: With the credentials of your Magento SOAP API and user login, you can now go to OroCRM and create your channel under System \u2192 Channels \u2192 Create Channel.<\/h2>\n<h2><strong>STEP 8:<\/strong> Once you select Magento as your Channel Type, enter the rest of your basic information from Magento. You can then select your website from the drop down list and whichever connectors you would like to pull from Magento.<\/h2>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147079\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8.png\" alt=\"Create Channel OroCRm Magento\" width=\"700\" height=\"375\" srcset=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8.png 1614w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8-720x386.png 720w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8-760x407.png 760w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8-768x412.png 768w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8-1536x823.png 1536w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8-360x193.png 360w, https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/step8-1080x579.png 1080w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><br \/>\n*NOTE*<br \/>\nThe Soap wsdl URL is your main account URL for Magento (ex: http:\/\/mywebstore.magento.com\/index.php\/) PLUS the following: <strong>api\/v2_soap\/?wsdl=1.<\/strong><\/p>\n<p>This is universal for any Magento site. So, for example, the full URL you would add is: <strong>http:\/\/mywebstore.magento\/index.php\/api\/v2_soap\/?wsdl=1<\/strong><\/p>\n<h2><strong>STEP 9:<\/strong> Click Save and Schedule Sync.<\/h2>\n<h2><strong>STEP 10:<\/strong> Under System \u2192 Job Queue, Click on \u201cRun Daemon\u201d (this process may start automatically.)<\/h2>\n<p><a href=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/Step9.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-147081\" src=\"https:\/\/oroinc.com\/b2b-ecommerce\/wp-content\/uploads\/sites\/3\/2025\/10\/Step9.png\" alt=\"Step 9\" width=\"700\" height=\"213\" \/><\/a><\/p>\n<p>With that, you have successfully integrated Magento with OroCRM! It may take a few minutes to upload all of the information, but you will soon see the data within OroCRM.<\/p>\n<p><span style=\"font-weight: 400\">As always we love to receive your feedback and questions! If you have any further difficulties with this <\/span><span style=\"font-weight: 400\">Magento CRM<\/span><span style=\"font-weight: 400\"> process, please sound off in our forums or comment below.<\/span><\/p>\n<p>Related Post: <a href=\"https:\/\/oroinc.com\/orocrm\/blog\/orocrm-beta6-in-screenshots-with-magento-integration\/\">Magento Integration in Screenshots<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>UPDATE [Mar 24, 2016]: This blog post has been published in 2014. For the most up to date information on how to set up a CRM for Magento integration, please check the OroCRM User Guide at\u00a0https:\/\/oroinc.com\/orocrm\/doc\/current\/user-guide\/magento-channel-integration With the release of the OroCRM Bridge, we want to detail each step of the CRM for Magento integration [&hellip;]<\/p>\n","protected":false},"author":44013,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"footnotes":""},"categories":[210,132,6],"tags":[315,311,303,304,314,133],"class_list":{"0":"post-147066","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-b2b-ecommerce","7":"category-developers-digest","8":"category-product-news-updates","9":"tag-crm","10":"tag-ecommerce","11":"tag-ecommerce-crm","12":"tag-magento-integration","13":"tag-open-source","14":"tag-orocrm"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Magento CRM Process: How to Integrate Magento with OroCRM | OroCommerce<\/title>\n<meta name=\"description\" content=\"With OroCRM Bridge, you can fully integrate Magento data and functionality with OroCRM. 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