Magento

Magento 2

Connex works with Magento 1 and 2

If I have Magento 1.x, how do I upgrade to Magento 2?

Magento 2 and Magento 1 are completely different. You must install Connex from scratch. Login to Connex. Click add a new connection. Choose Magento 2 and enter your admin user name with password. Complete the install wizard.

If you would like us to transfer your Magento 1 settings to the Magento 2 connection, please contact us.

I use Magento 2 and I need to update my credentials. What are the next steps?

Login to Connex. Click update login. Obtain an access token by following the how do I pair section of this manual.

How do I pair?

You must enter a Magento 2 access token and the URL of your website into Connex. Use the following steps to generate an access token:

  1. Log in to Admin and click System > Extensions > Integrations to display the Integrations page.
  2. Click Add New Integration to display the New Integration page.
  3. Enter Connex in the Name field. Then enter your admin password in the Your Password field. Leave all other fields blank.
  4. Click the API tab.
  5. Select all resources.
  6. Click Save to save your changes and return to the Integrations page.
  7. Click the Activate link in the grid that corresponds to the newly-created integration.
  8. Click Allow . A dialog similar to the following displays:

    REST client

The access token can be used in all calls made on behalf of the integration.

To pair Connex, follow these steps:

  1. Login to Connex.
  2. Click add on the dashboard.
  3. Choose Magento 2.
  4. Enter the access token from the 3rd textbox in the image.
  5. Add your website URL.

Here is an example:

I have an existing Magento 2 account that I paired using my admin user name password. How do I use the new access token method?

Log into Connex. Click update login. Enter the access token and clear the password field.

Do you support additional Magento Custom Fields?

At this time, we do not support additional custom fields in Magento. 

Do you support mapping the customer currency code, instead of the order currency code on sales?

Yes, please read the bottom of this article.

Do you support mapping Magento invoices to QuickBooks?

Yes, please read the bottom of this article.

Can I sync shipments from Magento 2 to QuickBooks?

On the bottom right of an order, you will see shipping details:

We can map the tracking number and ship date from Magento:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders > sync orders to QuickBooks > sync manually to QuickBooks.
  4. In the order status field, enter shipped. This will instruct Connex to pull shipments details on each order.