Magento Integration Suite:Dydacomp Mail Order Manager Integration

Contents 1 Overview 2 Setting up the Integration 2.1 Order Import into MOM 2.1.1 Preparing Magento for Export 2.1.2 Synchronization 2.1.3 Setting up the MOM Order Import 2.1.3.1 Preparing MOM for the import 2.1.3.2 Importing orders manually into MOM 2.1.3.3 Starting the automatic import 2.2 Tracking Information Export to Magento 2.2.1 Preparing Magento for Import 2.2.2 Automatic tracking number export to Magento 2.3 Inventory Import into Magento 3 Troubleshooting 4 Questions

Overview

The XTENTO Mail Order Manager integration provides a bidirectional connection between Magento and Dydacomp MOM. The integration consists of three packages:

• Order export out of Magento - order import into MOM
• Tracking number export out of MOM - import into Magento (Optional Add-On)
• Inventory synchronization - MOM stock levels get imported into Magento

Using these packages, you will be able to import your orders into MOM, and later on after shipping the orders, you will be able to import the tracking information (parcel number, tracking link) back into Magento to provide the customer with the tracking number to track their order, and you'll also be able to notify the customer that their order has been shipped. The inventory synchronization will make sure you don't sell anything not in stock anymore.

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Interested in this Magento integration?

Head over to our store to purchase this integration: Magento Mail Order Manager Integration

Setting up the Integration

This guide will help you setting up the MOM integration.

Order Import into MOM

Preparing Magento for Export

1. Open the connector ZIP file downloaded after your purchase. (Located in our store at My Account > My Downloadable Products)
2. Set up the Magento Order Export Module (located inside the Xtento_OrderExport ZIP file) following this guide: Installation Guide
3. Log into the Magento backend and go to System > Configuration > Admin > Order Export Settings
4. Inside the downloaded connector ZIP file, look for a file called MOM XML XSL Template.txt. Open this file and copy the contents into the XML XSL Template field inside the configuration in the Magento backend. Set Default Export Type in the configuration to XML. Set Export after checkout to Yes. Click Save config.
5. Go to Sales > Order Export, select a sample date range (yesterdays orders for example) and just click on Export orders once to initialize the export. If this succeeds, you've successfully installed the export module.

Synchronization

If you want exported orders to be downloaded from Magento to the MOM import directory automatically, follow these steps.

You can also manually download exported orders by going to Sales > Order Export and click on Download after exporting orders. If you want to download orders manually, please still create a directory somewhere on your hard drive which will be used for the Import into MOM. We'd suggest using C:\XTENTO\MagentoToMOM\data\.

1. Extract the contents of the MagentoToMOM directory (inside the connector ZIP file) to a local directory on the MOM workstation. We'd suggest placing the files in C:\XTENTO\MagentoToMOM\.
2. Open the folder where you extracted the files to and run the init_configuration.bat file to create the configuration and synchronization files. A couple new files and one new folder will be created. The newly created folder called data will contain the files which will be imported into MOM. This folder will be also used if you want to manually download files from Magento to MOM.
3. Open the newly created sync.ini file using a text editor and enter the credentials (server address, username, password, path) of the FTP server where Magento is installed on. Make sure to use the absolute path when entering the path. The path should be the absolute path to the /export/ directory inside the Magento root directory. For example, this could be: /export/ or, depending on the FTP home directory, for example: /domains/mydomain.com/html/export/. To find out the absolute path, use your FTP client and log in using the credentials you're using for the synchronization and navigate to the export directory inside the Magento root folder. Then, copy the path you see in your FTP client. Be careful: Entering the wrong path could lead to deleted / synced files. Enter the right path with /export/ appended.
4. Click on batch_sync_debug_mode.bat to test-run the synchronization and to see if the synchronization fails/succeeds. If necessary, adjust the configuration inside the sync.ini configuration.
5. Run the init_windows_task_creation.bat file to set up the automated synchronization. The synchronization task will be run every 15 minutes in the background from now.

If you want to initiate the download manually - for example if you're ready to process orders but don't want to wait for the synchronization task to run - simply run the sync.bat file manually. You can also create a shortcut on your desktop for it.

Setting up the MOM Order Import

Preparing MOM for the import

1. Open MOM
2. Go to Options > Order Import/Export Module > Define Settings
3. Select the following options: Import File Source: MOM Import (Default) | Import File Format: XML File
4. Check Auto Import File Path and select the data directory (for example C:\XTENTO\MagentoToMOM\data\) created above.
5. If you don't use the Import/Export Module in MOM at all, save this under the Default settings. Otherwise create a new import profile.
6. Click Save

Importing orders manually into MOM

1. Open MOM
2. Go to Options > Order Import/Export Module > Import Orders
3. Select the import profile you created above.
4. Select the order file (XML) you want to import. Should be located in the data directory you created above.
5. Click Process

Starting the automatic import

1. Open MOM
2. Go to Options > Order Import/Export Module > Automatic Import
3. Select the import profile ("Saved Settings) you created above.
4. Click Process to start the automatic import. This is an endless, never-ending task that will keep on running and will import new orders whenever new files have been downloaded from Magento by the synchronization task. You can stop this task by clicking Cancel and start it again whenever you want to import orders again.

Tracking Information Export to Magento

Provided you have purchased the tracking number add-on as well, follow this guide to set up the tracking information export from MOM to Magento.

Preparing Magento for Import

1. Open the connector ZIP file downloaded after your purchase. (Located in our store at My Account > My Downloadable Products)
2. Set up the Tracking Number Import Module (located inside the Xtento_OrderStatusImport ZIP file) following this guide: Installation Guide Follow all steps carefully.
3. Log into the Magento backend and go to System > Configuration > XTENTO Extensions > Tracking Number Import
4. Please make sure the Magento cronjob (cron.php inside the Magento root directory) has been set up to be called every 5 minutes. This is important. Follow this guide if you don't know how to set up the cronjob: Magento cronjob
5. Except for the license key, which you should have received by email, enter exactly the configuration seen HERE. Please double-check all values entered are the same. Note that the character in front of the import and archive path are dots (.)
6. You've successfully installed the tracking number import module.

Automatic tracking number export to Magento

We will get in touch with you to set this up for you.

Inventory Import into Magento

We will get in touch with you to set this up for you.

Troubleshooting

• If you change the FTP server credentials and the synchronization/export/import fails, adjust the credentials in the sync.ini files in the XTENTO folder.

Questions

Got pre-sales questions? Need to change anything in the connector or the output files? A field missing that you want to add? Feel free to contact us! Contact Form