Magento

Steps

Connex for Xero communiates 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

Sign into Connex for Xero. 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.
 
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.
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. Sign into Connex for Xero.
  7. On the settings page, choose store name as the customer mode.
  8. Click save and sync.

 

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