Magneto is a eCommerce platform build on open-source technology where the user have unlimited flexibility over his eCommerce store. Magento when integrated with OpenERP forms an strong platform for managing eCommerce store. Magento when integrated with OpenERP 7 created an eCommerce store management system with user friendly interface.
To integrate the magento with OpenERP 7, the basic requirements are OpenERP 7 and Magento. Magento should have the integration module installed in magento side which can be downloaded from https://code.launchpad.net/magentoerpconnect. After installing the modules in magento and OpenERP 7, we can see some new menus being created by the module.
After installing the module we have to configure OpenERP to communicate with magento. We have to create a magento instance in OpenERP 7. This can be done from MagentoERPconnect -> Magento Instances. A from view of the magento instance creation form is given below:
In the form view, the user can enter Name for the instance he is creating, Referential Version - the version of the magento used, Location - address in which the magento can be accessed, Username - username of a root user in magento, Password - Password of the user in magneto, Debug - its a boolean field which when enables show the log of the process being done when syncing to and from magento. When this configuration is done some new buttons becomes visible. A screen shot is shown below:
Initial Imports :
Some initial imports has to be done before we start importing product and orders from magento like importing mapping template etc. In the magento instance, we can see a section called "Compulsory" in which there are two buttons called Reload referential mapping template and Synchronize referential setting. These two has to be done before we start importing. Reload referential mapping template import all the mapping from the csv in the module magentoerpconnect to OpenERP. These mapping template is used to map magento field with OpenERP. We can specify in which way the fields ha to be mapped ie; function mapping or direct mapping etc. When this button is pressed, we can see the mapping lines being loaded to the one2many field in the magento instance defined. A screenshot of the mapping lines is shown below:
Each line specifies each model that is imported from magento to OpenERP. If you open one record, you could see the method defined to map each field in that model. A screenshot is shown below:
Now as we have imported the mapping lines, we can now import mageto shops, magento website etc from magento. This can be done by pressing the button "Synchronize Referential Setting" in the magento instance. Now we have imported some of the compulsory imports in mageto. Now we can import the details like customers, product etc from magento.
In magento instance there is a section called "Optional - Initial Import" from where we can import product, customers, customer group, product categories, product images and product links. In this section you could see 8 buttons as:
1 - Import Customer Groups(Partner Categories) - Imports customer groups from magento
2 - Import Product Categories - Import product categories from magento
3 - Import Product Attribute Sets - Import product attributes from magento. Attributes are the new fields that are used in the magneto to store details for product, partner etc. Each attribute has a set to which the attribute belong. This button imports the attribute set from magento. You can see the attribute set imported from MagentoERPconnect -> Attributes and Sate -> Attribute Sets. After the button is pressed you could see a new entry created. If we open the record we can see a button called "Update Attribute" . This button update or create all the attributes belonging to this attribute set. A screen shot is given below:
We can see all the attributes from MagentoERPconnect -> Attributes and Set ->Attributes. If we open one attribute, we can see all the properties of the attributes like field type, based on which template the attribute is created etc. A screenshot is attached below:
Some attribute can be a dropdown. The values of the attribute is stored in MagentoERPconnect -> Attributes and Set -> Attribute Options. A screenshot is given below:
4 - Import Attribute Groups - Import attribute groups from magento. Attributes Groups can be seen from MagentoERPconnect -> Attributes and Set -> Attribute Groups.
5 - Import Product Attributes - Import product attributes.
6 - Import Products - Import product from magento. We can import product along with the image and links by enabling the checkbox "With Image" and "With Links". The field "Last Imported Product Id" gives the magento id of the product last imported. We can see the imported product from Sales -> Products -> Products. A screenshot is shown below:
To view the image of the product in magento, open the product record, you can see a tab called "Images" There will be the image record created in this tab. A screenshot is shown below:
We can see the magento imported field details of the product by clicking on the button "Open Magento Fields" in the product form view. A screenshot is shown below:
In magento instance, in "Advanced" tab, we can find a button called "Import All Partners" which imports all the partners from magento to OpenERP. "Last imported Partner Id" gives the Magento id of the last partner imported. The imported Partners can be viewed from Sales -> Sales -> Customers. A screenshot is shown below:
If the customer has a separate invoice and delivery address in magento, there will be two customers created. The main customer will be a company and the next customer comes as a contact as the main customer. For example, the Customer Prajul P T has two address in magento so in OpenERP when the partners are imported, the main customer will be assigned with one address and the contact will be assigned another address. The form view of the customer Prajul P T is shown below:
Now we have successfully imported product, partner we can now import orders from Magento. Create an sale order from magento. To import sale orders from magento, go to MagentoERPconnect -> Core Settings -> Magento Shops. In here you could see a section called "Orders". A screenshot is shown below:
Press the button "Import Orders". This will import newly created orders in magento. You could see the imported orders from Sales -> Sales -> Quotations. A screen shot of a imported order is shown below:
Now we can confirm, make delivery, make invoice for the order from OpenERP. You could export the invoice and delivery order created for the order to magento by clicking the button "Export Invoices" and "Export Shipping" in "Magento Shops".You could update the status of the sale order bu clicking the button "Update Orders State on Channel". A screen shot of the exported invoices and delivery order from OpenERP to Magento is shown below:
We can export the the details regarding the product from OpenERP to Magento including stock levels by clicking the button "Export Catalog" in "Catalog" section in Magento Shop.
* This is based on the migration of magentoerpconnect module using the old architecture.