SuiteCRM – Magento Integration

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Presentation transcript:

SuiteCRM – Magento Integration www.biztechconsultancy.com Page 1 sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved. SuiteCRM – Magento Integration

Table of Contents Benefits of Integration 3 Biztech Solution 3 Biztech Integration Gateway 5 Packages 9 Installation and Cost 10 To Get Started 11 www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

SUITECRM- MAGENTO INTEGRATION Biztech Consultancy provides effective solution with service for the integration of SuiteCRM and Magento. Our solution for Integration between Magento and SuiteCRM allows your accounting and sales teams to have a complete overview of your business, customer and orders from your Magento system in your SuiteCRM system. Benefits of Integration No more duplicate entries of orders and customers Improves functional efficiencies through SuiteCRM/Magento Displays instant positive impact to bottom line functioning Processes customer orders and its status within SuiteCRM due to integration with Magento Biztech Solution SuiteCRM-Magento Integration is two way process. We can integrate data from SuiteCRM to Magento and vice versa. Our Integration covers 3 modules. We can further customize the Integration service to add up more Modules. Customer Product Order Our Integration includes: We have developed Custom Magento Plugin, which needs to be installed in your Magento copy to use in integration process. We have used all default modules of Magento. We have developed a PHP based Integration Gateway that runs on our Server. It receives data from SuiteCRM & Magento and passes it on to the other system. When www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

Communication Protocol integration starts, we first transfer Data from Magento to SuiteCRM & then from SuiteCRM to Magento. Our Gateway uses central DB that stores all the data temporarily so in case if other system is down, all data is synced well once the destination system is up. - The below table shows the linkage of modules, that can be considered. No. Magento Module SuiteCRM Module Communication Protocol 1 Customer Contacts Two way 2 Product AOS_Products One way (Magento to SuiteCRM) 3 Order AOS_Quotes One way (Only Order Status Two way) The above mentioned modules can be synced two ways, if required by client. Also SuiteCRM provides more features to integrate extra modules with Magento Store, if required by client. www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

3. Biztech Integration Gateway - Our Integration Gateway also provides a GUI, which gives up-to-date information on what data has synced between both the systems. Following are some of the Sections: 3.1. Dashboard Our solution allows Admin to login into the integration gateway and access dashboard. The dashboard shows the interactive charts and tabs for ease of access to Admin. Synced Issues and Synced Logs can be accessed from the menu for better support. www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

3.2. Customer Module Complete portfolio of your customer with their specific accounts details is integrated in SuiteCRM. User can view customer profile with synced details. All activity in Magento gets directly reflected in SuiteCRM, like First Name, Last Name, Email, Billing Address, Shipping Address, etc. in syncing process. www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

3.3. Product Module It offers a complete overview of the accounting/sales and inventory details of any product of specific customer. We have used customized module of SuiteCRM with basic details like SKU, Name, Description, Price etc. in syncing process. www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

3.4. Order Module A complete picture of sales and order status details. It reflects customer name, product details, addresses, payment method, order amount etc. If product of Order Line exists in CRM, then Order Line will be synced. For Order Module, we have used basic details like Order No. Customer, Customer Address, Shipping Description, Items, rate, Quantity, Amount, Grand Total etc. in syncing process. www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

4. Packages Sync newly created customer between SuiteCRM and Magento Features Basic Advanced Customers Sync newly created customer between SuiteCRM and Magento  Sync updated customer info between SuiteCRM and Magento Sync shipping &billing address between SuiteCRM and Magento Sync support for 5 custom fields from Magento to SuiteCRM X Product Sync newly created product from Magento to SuiteCRM Sync updated product from Magento to SuiteCRM Order Sync new Order with line item from Magento to SuiteCRM Sync updated order with new & modify lines from Magento to SuiteCRM Sync updated Order status from SuiteCRM to Magento General One Time remote setup, configuration & training Integration gateway access One Time sync timing configuration (Every 10 minutes, 1 hour or once in day) www.biztechconsultancy.com sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

* Need to manually remove duplication of mapping module data One time customer mapping base on Email Address / Name X  One time product mapping base on Manufacturer Part Number * Need to manually remove duplication of mapping module data Support Quick Email support 10:00 to 18:30 UTC+05:30 5. Installation and Cost We charge for installation and set-up cost of the Biztech Integration Gateway, which includes installing our SuiteCRM Plugin & Magento Plugin. We also create account for you in our Integration Gateway, which handles all communication between two systems. There is recurring charge to use the Integration Gateway that covers Support & Updates in the Gateway. We are committed to this integration and will be releasing new version with more enhancements in timely manner. Details Cost(Basic Version) Cost(Advance Version) Installation & Setup Cost $499 $699 + Recurring Fees As per Following Table + Customization Charge If any Integration Gateway Maintenance and Support Time Period Recurring Charges(Basic Version) Recurring Charges(Advance Version) Monthly (1 Month) $15 $25 Yearly (12 Months) $150 $250 * It will start getting billed over after 1 month of implementation. www.biztechconsultancy.com Page 10 sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

Contact – Maulik Shah CEO, Biztech Consultancy 6. To Get Started Contact – Maulik Shah CEO, Biztech Consultancy www.biztechconsultancy.com Page 11 sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.

www.biztechconsultancy.com Page 12 sales@biztechconsultancy.com Copyright © Biztech Consultancy 2015 - All Rights Reserved.