Magento

Magento

Connex for QuickBooks and Connex is compatible with Magento Community and Magento Enterprise.

What are the prerequisites?

Please ask your web hosting company to allow XML-RPC.NET requests. Here is a sample request to ensure our software can pair. Please note the user agent header:

User-Agent: XML-RPC.NET

Steps


Our software 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:

Step One: Add New Role in Magento

  1. Login to your Magento admin: /index.php/admin
  2. Go to System > Web Services > SOAP/XML-RPC Roles (might say just Roles)

      3. Add a new role called 'WS2'

      4. Click role resources and select 'All' from the drop-down menu as resource access and save role.

Step Two: Add New User in Magento

  1. Go to System > Web Services > SOAP/XML-RPC Users (might say just Users)
  2. Click add new user
  3. Complete the form:
  4. Save the user.
  5. On the left, click on user roles.
  6. Add the user to the WS2 role: 
  7. Click save user.

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 Connex for QuickBooks and add a new connection, choose Magento. Your user name comes from the user name field in Magento. 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

    Can I use the Magento invoice order number and date, instead of the Magento order number and date?

    You must pull orders that exist in the Magento invoice module. To map these fields, here are the steps:

    1. Login to our software.
    2. On our dashboard, click manage.
    3. Expand orders > sync orders to QuickBooks > sync manually to QuickBooks.
    4. In the order status field, select invoice-module. Add no other order statuses or this method will fail.
    5. Click save settings and sync now.

      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 Connex for QuickBooks.
      2. On the left, click rules engine.
      3. Click upload.
      4. Upload the attached spreadsheet.

      Here is the end result: 

      Do you support bundled items?

      Connex for QuickBooks will sync the parent bundled item SKU to QuickBooks. If you want to sync just the sub items in the bundle, follow these steps:

      1. Login to Connex for QuickBooks.
      2. Click manage.
      3. Expand advanced transaction.
      4. Check 'Sync bundle sub items to QuickBooks. Leave unchecked if you use grouped items in QuickBooks.'
      5. Click save and sync.

      If the bundled items have price, then QuickBooks will have no price. Here is the end result of the setting.