[Vtigercrm-developers] CRM - Help Needed

Ben Molloy ben.molloy at pro-vigil.com
Thu Apr 23 10:37:41 PDT 2009


Brett,

Do you guys do this type of integration for Magento as well?

Regards,

Ben Molloy | VP - Business Growth & Development
Pro-Vigil, Inc. | www.pro-vigil.com

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On Tue, Apr 21, 2009 at 10:38 AM, Brett Hooker <brett.hooker at roarz.com>wrote:

>  Prasanth,
>
> We do this on a business by business basis, usually with Joomla extensions
> like VirtueMart.
>
> There isn't any pre-built integrations for you to tap into within vTiger,
> but all of the framework elements are there for you to implement your own.
>
> We've used both the SOAP APIs and the PHP APIs to do this work, choice
> being based on whether the CRM is remote (use SOAP) or in the same install
> (use PHP APIs).  Given that Early Impact is ASP based, you'll probably stick
> to the SOAP APIs.
>
> We usually follow one of these two models:
>
> 1) Just-in-Time (JIT) integration: When the order is raised in the shopping
> cart, push customer, product, order header, and order line detail to
> vTiger.  In a "complete" implementation, we will create a Closed Won
> Potential, a Sales Order (linked to the Potential), and an Invoice (linked
> to the Sales Order) all against an Account based on the user in the shopping
> cart that raised the order.  We'll also create both an Account and a Contact
> for the customer.  In consumer sales environments, when you don't have a
> Company name for the Account, we just use the customers full name as the
> Account Name.  In this model, we only push across the Products that are
> included on the order at the time the order is raised.  That way, you don't
> need to synchronise or maintain the full product database in vTiger, you
> just populate it as you need to.  The reason we include the Closed Won
> Potential in the integration, as that auto-populates the vTiger Dashboard
> with high level sales data based on the orders being placed through the
> shopping cart.  That is like virtual-gold to managers; being able to just
> watch the vTiger dashboard and see the orders stacking up.
>
> 2) Real-Time (RT) integration: Hook into shopping cart code base to push
> product updates to vTiger real time.  Hook into the user admin system to
> push customer/user updates to vTiger real time (for both Accounts and
> Contacts).  Then, at the time the orders are raised in the shopping cart, we
> only need to push through the order header and order lines.  We'd still do a
> Closed Won Potential, Sales Order, and Invoice to ensure all of the sales
> and accounting entities are created in vTiger.
>
> Sorry that this doesn't deal with Early Impact specifically, but hopefully
> sharing our approach helps.
>
>
> Thanks,
> Brett
> Phone 0404 067 421
>
>   <http://www.roarz.com/bretts-blog>
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>
> Prasanth wrote:
>
>
>
>
>  Hi
>
> I need to integrate "early Imapct" shopping cart with Vtiger CRM. I need to
> get sales details of each dealer. Sales order needs to generate upon a sale
> , there is no purchase order or quotes . Whether these kind of shopping cart
> implementation is supported by Vtiger. If there is any extension or support
> available for this pls send the details. If its still available in the
> vtiger crm, pls tell how it can be implemented
>
> Regards,
> Prasanth
>
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