How to integrate OpenERP with Magento 2 via Zapier
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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
inselect Magento 2.x Trigger
field and click oncontinue
.
- After that, you need to
connect an Account
inselect 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, chooseOpenERP
and click onContinue
.
- Then, you need to choose one of the options in the drop-down in the
Select OpenERP Action
field and click oncontinue
.
- Next, you have to
Select OpenERP account
. Please click onConnect an Account
.
-
After you enter
Base URL
,Username
andPassword
, please click onYes, 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 asEmail
,First Name
andLast Name
that you have created from your Magento 2 store, then choosecontinue
box. -
After completing these steps, congratulations, you have tested
OpenERP
successfully. Finally, chooseFinish
and set thename 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!
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