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Introduction

Cloud Cart Connector is compatible with Magento Community, Magento Enterprise, and Magento GO.

Set-Up Demo

To see an online demo full screen of Connex's sister product Cloud Cart Connector syncing with Magento, click here. The only difference is the website is connexforquickbooks.com. The user set-up is the same.

Steps

Cloud Cart Connector communicates 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.
  12. In Cloud Cart, enter Joe as the user name. Do not enter the email field!

If you do not add the user to the role, then the pairing will fail. There should be a blue button on the user role tab, indicating the user is in the role.

Log into Cloud Cart Connector and add a new connection, 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/Export Orders by Status
 
You must tell our software to export orders by status, but there is no need to specify 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. Click the configure button under your Magento connection.
  2. Expand the Sync Manually to QuickBooks tab.
  3. In the Order Status to Export field, enter processing,complete or another order status. This will tell our software to look for processing or complete orders.
  4. Click the SYNC NOW button.
 
 
Add Tracking Numbers to QuickBooks

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

Do you support multi-currency?
 
Our tool sends the store currency to QuickBooks, so all orders use the same currency code. If you wish to send the currency the customer chose and use an exchange rate, follow these steps:
  1. Login to Cloud Cart.
  2. Click configure.
  3. Under the transaction section, check use multi-currency. 
  4. Click sync now.
  5. Go to the rules engine.
  6. Add this rule.
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 Configure at your existing Magento connection.
  6. Select the Sync Manually to QuickBooks tab.
  7. Click on the Select Stores text to add the Stores you wish to sync from Magento.
  8. Click the SYNC NOW button.
 
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. Log into Cloud Cart Connector and click configure under your existing Magento connection.
  7. Select the Customer tab.
  8. Choose Store Name as the customer mode.
  9. Click the SYNC NOW button. 

 

PO Numbers

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

Reward Points

Out of box, Magento has no reward points. Some third party plugins are available to support it. Out of box, Cloud Cart supports these plugins:

If your plugin is missing, please contact us. We will reach out about making it compatible.

How do I map customer groups to classes?

  1. Log into Cloud Cart Connector and click configure under your existing Magento connection.
  2. On the top right nav, select the Settings drop down menu and click Rules Engine.
  3. You must switch from our Basic Rules Engine to the Advanced Rules Engine by selecting the ACTION button > Advanced Engine. 
  4. From the ACTION drop down menu, select Add New Rule.
  5. Add these rules.
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