odoo integration - · pdf fileodoo integration thank you for purchasing our extension. if you...

Odoo Integration

Thank you for purchasing our extension. If you have any questions that are beyond the scope of

this document, do not hesitate to leave us an email via our email address below.

Created: 21/01/2016 | By: Magenest | Email: support@magenest.com

Contents Odoo Integration .......................................................................................................................1

1. Introduction ...........................................................................................................................2

1.1. Features ........................................................................................................................2

1.2. System Requirements ...................................................................................................2

1.3. Document Online ..........................................................................................................2

1.4. Our Policies ..................................................................................................................2

2. Installation .............................................................................................................................3

3. Configuration ........................................................................................................................6

3. Reports ...................................................................................................................................8

4. Main functions .......................................................................................................................9

4.1. Synchronizing Magento 2 registered customers to Odoo Contacts & Leads ..................9

4.2. Synchronizing products from Magento 2 store to Odoo. .............................................. 11

4.3. Synchronizing orders from magento 2 store to Odoo ................................................... 13

4.5. Synchronizing invoices from Magento 2 store to Odoo. .............................................. 15

Update ..................................................................................................................................... 17

Support .................................................................................................................................... 17

1. Introduction

Odoo Integration extension allows synchronizing and

transmitting data from Magento 2 sites to Odoo system.

Please view more detail here:

http://store.magenest.com/magento-2-odoo-

integration.html

1.1. Features

Import the salesorders

Import the customer contacts and leads

Import the products

Import the invoice

1.2. System Requirements

Your store should be running on Magento Community Edition version 2.0.0 and more.

1.3. Document Online

http://confluence.izysync.com/display/DOC/Odoo+Integration

1.4. Our Policies

Privacy Policy: http://store.magenest.com/privacy-policy

Customer Service: http://store.magenest.com/customer-service

2. Installation

Here we will guide you through the installation process of our extension. First off, open

FileZilla, log in to your host as follows:

In the above example we switched the local site to the extension directory, and the remote site to

the code directory. Now on the remote site window, inside app/code directory, create a folder

named Magenest and go inside it. Now on your local site window, right click

on Wrapper extension and click Upload. The extension will be uploaded onto your host in a few

minutes.

The second method will require you to compress the extension into .zip or .tar.gz format, then

execute the following command in your Command Line/Terminal:

scp <path to your extension> <ssh server>:<path to Magenest directory>

Then log into your ssh server, go to Magenest directory and execute the following command to

decompress the module:

unzip <.zip compressed extension>

Or

tar -xzvf <.tar.gz compressed extension>

Now go to your Magento root directory, say it's named magento2, and execute the following

commands:

sudo chmod -R 755 .

php bin/magento setup:upgrade

php bin/magento setup:static-content:deploy

sudo chmod -R 777 var pub

After running all these, your Command line/Terminal window might look like this:

Finally, you need to flush the cache by either type this into the Command Line/Terminal:

php bin/magento cache:flush

Or go to System > Cache Management and click Flush Magento Cache

Now you can go to your store and check if the extension is working as expected.

3. Configuration

You need to log in backend Magento 2: Stores > Configuration > Magenest > Odoo

configuration.

Odoo URL: fill your Odoo URL

Odoo Port: fill your Odoo port

Odoo Database Name: fill the database name

Odoo Username & Password: fill your username and password of Odoo account

Connection status: click this button to check the connection status

Scroll down the mouse then you will see the Select Option Synchronization section:

Choose fields that you want to sync and hit Save.

3. Reports

Click on Stores > Odoo Integration > View Report. You will see all of synced data here.

4. Main functions

4.1. Synchronizing Magento 2 registered customers to Odoo Contacts & Leads

Magento 2 Account Dashboard

Odoo Lead

Odoo Contact

4.2. Synchronizing products from Magento 2 store to Odoo.

Magento 2 product

Odoo Product

4.3. Synchronizing orders from magento 2 store to Odoo

Magento 2 order

Odoo Salesorder

4.5. Synchronizing invoices from Magento 2 store to Odoo.

Magento 2 Invoice

Odoo Invoice

Update

When a bug fix or new feature is released, we will provide you with the module's new

package.

All you need to do is repeating the above installing steps and uploading the package onto

your store. The code will automatically override.

Flush the config cache. Your store and newly installed module should be working as

expected.

Support

Magenest offers the response time can be up to 3-5 days.

We offers lifetime support free for all of our paid products. Support includes

answering questions related to our products, bug/error fixing to make sure our products

work well in your site exactly like our demo.

Support DOES NOT include other services as customize our product to fit your own

needs, installation service, uninstallation service. We ONLYsupport you with exist

features of module.

Once again, thank you for purchasing our extension. If you have any questions relating to this

extension, please do not hesitate to contact us for support.

Magenest