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.xso that Zapier can get all data from your store.
- Then, choose
select Magento 2.x Triggerfield and click on
- After that, you need to
connect an Accountin
select Magento 2.x accountfield. 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
Choose an Action Appfield, choose
OpenERPand click on
- Then, you need to choose one of the options in the drop-down in the
Select OpenERP Actionfield and click on
- Next, you have to
Select OpenERP account. Please click on
Connect an Account.
After you enter
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
Last Namethat you have created from your Magento 2 store, then choose
After completing these steps, congratulations, you have tested
OpenERPsuccessfully. Finally, choose
Finishand set the
name your zapto 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.
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