How to integrate OpenERP with Magento 2 via Zapier

How to integrate OpenERP with Magento 2 is important, yet it is not always easy to get it done properly. We have detailed and specific instructions to help you integrate this software with your Magento 2 store quickly.

OpenERP (Odoo) is a great customer relationship management software for small and medium businesses with more than 800 powerful modules. This tool is easy to use with a very friendly interface. It allows you to manage and report sales as well as to track all customer behaviors. These are great features for you to save time in managing the store. From that, you can create more relevant marketing strategies and attract more customers to your e-commerce store.

How to integrate OpenERP with Magento 2

To integrate OpenERP

• Step 1: Sign up the Zapier account
• Step 2: Sign up the OpenERP account
• Step 3: Integrate Magento 2.x
• Step 4: Integrate OpenERP for your Magento 2 store via Zapier

Step 1: Sign up the Zapier account

• Signup Zapier here

Step 2: Sign up the OpenERP account

• Signup OpenERP here

After logging into Zapier, choose Make a Zap to start integrating

Step 3: Integrate Magento 2.x

• In this step, choose Magento 2.x so that Zapier can get all data from your store.

• Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

• After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

• After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

• Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate OpenERP

• In Choose an Action App field, choose OpenERP and click on Continue.

• Then, you need to choose one of the options in the drop-down in the Select OpenERP Action field and click on continue.

• Next, you have to Select OpenERP account. Please click on Connect an Account.

• After you enter Base URL, Username and Password, please click on Yes, continue. And then, you have just connected an Kayako account.

• Next, you have to Set up OpenERP Lead/Opportunity. Now, please enter all requests as well as the information of customers such as Email, First Name and Last Name that you have created from your Magento 2 store, then choose continue box.

• After completing these steps, congratulations, you have tested OpenERP successfully. Finally, choose Finish and set the name your zap to complete.

• From now on, your Zap is working and it will auto-check for your Magento 2.x new customer.

• After all, you have just done the integration between OpenERP and Magento 2.

• Good luck!