Magento - D·engage Integration Phase 2

Magento - D·engage Integration Phase 2

Dengage Magento Integration phase 2


We have made Magento-CDMP integration configurable. You can now enable/disable this integration from the admin panel. Also, SDK events are integrated in this phase. 
Here are the detailed steps to Magneto-CDMP integration.

  1. Open Magento Admin

  2. Log in using your credentials.

  3. Go to “Dengage CDMP” from the sidebar, this will open a configuration page.




Configurations to be Added

Now you need to add the following four configurations in order to synchronize data.


  1. api_username

  2. api_password

  3. module_enabled

  4. staging_enabled   (only used for the staging environment)

  5. sdk_script    (for configuring Dengage SDK)



How to add configurations


  1. Click on the “Add Configuration” button.



  1.  “Dengage Configuration for New Config” page opens.


  1. Enter the required Key, and their values, and hit the save button.


  1. The system will display a success message “Record successfully Update”.


  1. Once the required keys are saved, click on the back button.


 

          You can see, that the system shows all the keys and the values you have just added/updated.



  1. Above mentioned all four configurations are required for data syncing. Let's verify data sync for customers, products, and orders one by one.
  2. To add a customer, go to the customer module and click on add button.

  • Enter details and click on the Save button.

         

           
  1. Once this customer is saved, it will be reflected in  CDMP “master_contact” table. To verify the details follow the steps below:
  2. Go to CDMP-> Home-> Segments.


                        

  1. Create a new segment as shown below.
           

                                     

  1. Add filter as contact field and choose email, as an example I’m using “burhan.001@yopmail.com” that is recently created from “Magento website” .
            

  • Now apply the filter and hit calculate button.


            


  • You can expand the record and verify details from here as shown below. 

           

             
  1. You can also edit any existing record and it will be updated in CDMP.                                         
  2.  In the same way, you can add products and orders in magneto.
  3. For product creation, go-to products from the catalog.
           
 
  1. Add a new product from the ‘Add Product’ button and fill in the detail. 
           
  1. Save the product and it will be displayed in the product list as shown below.
            

Note: Product data is synced into CDMP ‘Product table’ 

  1. To verify product sync on CDMP, go to tables under dataspace. 
               
  1. Go to the product table and list records.
          

  • You’ll see products from magneto are synced and displayed here.

           

            
  1. Products updated from Magento will also be updated on CDMP. Also, you can create product variants from the magneto website.
  2. To create product variants, edit any product.

           
  1. Click on create a configuration.
  2. The first step is to select attributes, create new attributes or choose from the list, as an example, I’m choosing a color attribute from the list.
  3. The second step is to choose attribute values. You can select an attribute value from the list and click on the ‘Next’ button to continue. 
            
  1. Now select the option for Bulk Images, price, and quantity.
           
            
             
  1. Click “Next” and you’ll be redirected to the ‘Summary’ page.
           
  1. Now click on the “Generate products” button and you’re done creating product variant.
            
           
           
  1. You can verify this sync in CDMP ‘Proudct_variant’ table. 
  2. Let’s verify orders sync now.
  3. To create an order, go to Sales -> orders
           
  1. Click create new order button.
           
  1. Select a customer for whom you want to create order. 
             
  1. Now select products from the list and add them to the order.
              
   
               
  1. Fill “billing information” and shipping details and hit “submit order”.
           
  1. Your order will be placed and displayed in the list.
          
  1. Orders will be reflected in CDMP ‘Orders_details’ table.

How to find SDK Script Value from CDMP: 

  1. Login to CDMP and go to Settings--> Applications.                                                                                                                                                      

  2.  Here you have to create the New Web Application using Add button. 
 
                                                                                                                                            
                                             
3. Fill Name, Main site URL, and Default Icon URL fields and then click on Save. 
   
              
                                                                                                                
4. After a successful save, a pop-up will show where you can see the script like the below screenshot.   
     
                                                                         
5. Copy the code value that is shown inside <script> .. </script> and enter this correctly in the “Magento website” for the configuration of events.

Configuration for “Events” in “Magento Website”: 

  1. Login to Magento Admin Panel.
  2. Click on “Dengage CDMP” Menu for entering configuring events for syncing data in “CDMP”. 
           
  1. Now click the “add config” and enter scrip  value that is copied earlier from CDMP.
              

  1. Click on “save” button and you're done.
            

  • Now user can perform “events” efficiently.


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