Introduction to Magento Sales¶
OroCRM supports out-of-the-box integration with Magento. Data can be loaded from Magento and back and processed in OroCRM. Channels of Magento type (“Magento Channels”) represent sources of customer-related data collected from Magento-based eCommerce stores.
While Magento integration capabilities are pre-implemented, OroCRM can also be integrated with different third-party systems.
For each Magento Channel, you can:
- Define integration settings and rules, including synchronization priorities, as described in the Magento Integration guide.
- Define entities, records and details of which can be loaded to OroCRM from a Magento-based store, processed and (subject to the synchronization settings) loaded to Magento.
Default Entities of a Magento Channel¶
Records of the following entities can be loaded to OroCRM from a Magento channel by default:
Magento Customers: customer identity that represents customers of a Magento-based store. Described in more details in the Magento Customers guide.
Shopping Carts and Orders:
The Shopping Cart records: represent actual Shopping Cart of a Magento-based store.
If, by the moment of synchronization with your Magento-based store, a customer has added some items to cart, a Magento Cart record (“Magento Cart”) is created in OroCRM. Magento Cart details such as the items in it, its value and status (e.g Open, Lost, Expired, Purchased) are also loaded to OroCRM.
The Order records: represent shopping carts, for which an order has been submitted. If, by the moment of synchronization with your Magento-based store, a customer has submitted an order, a Magento Cart record with status Purchased is created in OroCRM and a record of Magento Order entity is created in OroCRM. ID of the Magento Order is the same as ID of the Magento Cart.
Magento Shopping Carts and Orders and ability to manage them are described in more details in the in the Magento Shopping Carts and Orders guide.
Magento Newsletter Subscribers: if the entity has been added to a channel, you can upload to OroCRM and process the list of Magento Newsletter Subscriber for the relevant shop. (Supported with OroBridge version 1.1.5 or higher.)
It is possible to add other entities to the channel, as well as delete most of the default entities from it, subject to your needs.
Details of the entity records are uploaded into OroCRM in the course of synchronization, or added from OroCRM (if two-way synchronization has been enabled) and can be processed from the OroCRM UI and used to create reports and set up related workflows. Contacts related to different entities may be used to conduct marketing activities.
In the following sections you can find more information related to Magento sales: