Magento

Introduction

Connex for QuickBooks is compatible with Magento 1, Magento 2, Magento Community, Magento Enterprise, and Magento GO.

Set-Up Demo

Watch the Set-up demo video below.

<

Steps

Connex for QuickBooks communciates to Magento through a XML-RPC web service and there are no files to install. Our solution works with Magento 1.5 and higher with Magento Community and Enterprise. It works with all versions of Magento GO.

Once you have met system requirements, you must add a web service user name and password in Magento. This special login is different than your website admin user name and password. To set up the web service login, follow these steps:

  1. Login to the admin: /index.php/admin
  2. Go to System > Web Services > SOAP/XML-RPC Roles (might say just Roles)
  3. Add a role called WS2
  4. Click role resources and select all as resource access:
  5. Go to System > Web Services > SOAP/XML-RPC Users (might say just Users)
  6. Click add new user
  7. Complete the form:
     
  8. Save the user
  9. On the left, click on user roles
  10. Add the user to the WS2 role.
  11. Click save user

Visit Connex for QuickBooks and sign in. On the my connections page, choose Magento. Your user name comes from the user name field, which in this case is Joe. Your API key is your password.

URL


This can be a different format per user. Here are some acceptable formats:

  • http://mysite.com/shop/index.php/api/xmlrpc
  • http://www.mysite.com/index.php/api/xmlrpc
  • http://www.mysite.com

If you have login issues, try using one of the URLs above. When you visit your site, make sure there is no redirect. If you use www in the URL, it cannot redirect to mysite.com.
 
Unable to Pair
 
In some cases, the web server hosting Magento does not allow us to communicate to it. Ask your web developer to test this code and debug. Change the URL to the URL of your website.
 
Cancelled Orders
 
You must tell our software to export orders by status, but there is no need to specified cancelled as one of those statuses. Our software will export a list of orders and filter them after they are received. Here are the steps:
  1. On the configure page, click the order export tab.
  2. In the order list field, enter complete,processing. This will tell our software to look for complete or processing orders.
  3. Click save and sync.
Bundled Product Support
 
Cloud Cart Connector supports bundled Magento products. You can insert both the bundled item name and a $0 item for inventory purposes. Go to the advanced tab of Cloud Cart Connector. Uncheck insert $0 line items.
 
Store Name Filter
 
You can filter orders by the store id. Here are the steps:
  1. Login to your Magento admin.
  2. Go to system > configuration > manage stores.
  3. Hover over a store and note the id: 
  4. Login to cloudcartconnector.com
  5. Click submit
  6. At the configure page, click the order export tab.
  7. Under the store textbox, type in a comma separated list of store ids like 1,2,3. If you just want one store, just type in one number.
 
 
Store Name Support
 
To place all orders under a single customer, like your store name, follow these steps:
  1. Login to your Magento admin.
  2. Go to system > configuration > manage stores.
  3. Click the row that says English.
  4. Change the store and website name.
  5. Click save.
  6. Go to cloudcartconnector.com and sign in.
  7. On the settings page, choose store name as the customer mode.
  8. Click save and sync.

Order Status Support

To export orders with a certain status, follow these steps:

  1. Login to connexforquickbooks.com.
  2. Click configure at your connection.
  3. On the settings expand the 'Sync manually to QuickBooks' Tab
  4. Choose a list of statuses under the order status field (i.e. complete,closed.)
  5. Expand the advanced tab.
  6. Check the box for update orders.
  7. Click Sync Now to Save the info.

If you want to add a tracking number to QuickBooks, make sure that the Magento order status with the tracking number is in the Connex order status field.

PO Numbers

Our system maps the PO number to a custom field called PO Number. See this KB for set-up.

Invoice Number and Date

Magento has sales orders and invoices. By default, our software uses the order date and order number. If you want to use the invoice number and date, follow these steps:

  1. Login to connexforquickbooks.com
  2. After selecting your existing Magento connection, click configure
  3. On the top, right, click Settings>Rules Engine 
  4. Add this ruleset and rule: 

RuleSet

Set Name: Switch Order Id
ObjectType: Order
Action: SwitchOrderId
ActionValue: *

Rule

ItemField: InvoiceNumber
ItemValue: *
ValueMatch: Contains
Enable: True

Have more questions? Submit a request
Powered by Zendesk