Introduction
Magento is an open-source e-commerce platform that enables businesses to create and manage online stores with flexibility and scalability. This guide explains how to easily connect your Magento store to Richpanel, streamlining customer support by syncing order and customer data.
Prerequisites
Admin access to your Magento store and Richpanel is required to complete these steps.
Steps to Connect Magento 2
Step 1: Install Richpanel Extension
- To install the Richpanel on your Magento store, run the following command in your shell:
composer require richpanel/analytics-magento2-extension- After adding the extension with Composer, run the following Magento CLI commands to enable the extension, upgrade your database schema, and compile your project:
php bin/magento setup:upgradephp bin/magento setup:di:compilephp bin/magento setup:static-content:deploy -f
Step 2: Generate API Keys on Richpanel
- Login to Richpanel, navigate to Settings → My Integrations → Add Integration.
- Choose Magento, enter your store URL, pick the brand where you want to add the store and click on Add Integration.
- Copy the API key, API Secret generated and click on Verify Installation Button present at the end of the screen. You’ll be redirected to your Magento admin site.
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Step 3: Enable the Extension in Magento 2
- Navigate to Stores → Configuration → Richpanel → Richpanel Helpdesk. Enable the plugin, enter your API token and API secret copied in above steps.
- Select the Sync Duration (This represents how far back you want to sync past orders and customer data), save the config and refresh you cache.
Step 4: Import orders to Richpanel
- To import past orders, go to your store view, select the store, set the sync period, and click Begin Import.
- Leave the tab open until the import finishes. It might take a few hours for the data to sync in and reflect in Richpanel.
Conclusion
Integrating your Magento store with Richpanel streamlines your e-commerce customer service, providing a unified platform for handling all customer interactions and inquiries. This connection simplifies order and customer service management, allowing you to provide high-quality service efficiently.
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