This is a guide to setting up the Magento to reviso IEX plugin.
If you would like IEX to handle the configuration for you can contact us here.
After ordering you will recive login to your IEX dashboard. Under 'Magento' you can download the plugin and upload it to your Magento webshop. The extension supports Magento 1.7.0 to 1.9.2.And soon Magento 2.
Contact us for an Magento to reviso demo here.
You install the extension with FTP access. Put the whole package in the root folder of your Magento installation.
Login to your Magento shop and clear the cache under 'System' and click 'Cache management' select all and flush the cache in the right corner.
Log out of Magento and login again and the extension is now installed and ready in your Magento shop.
Login to your IEX dashboard.
Under Profile copy the IEX API-key:
Go to 'Systems' and click 'Configuration'
Find 'Advanced' and click 'IEX settings.'
Insert the IEX API-key. Set 'Enable synchronisation' og 'Transfer products to erp' to yes to transfer orders, products and customers to reviso.
Finish by clicking 'Save config.'
Connect the integration to your accounting system. Click 'reviso' and then 'Connect to reviso':
Now you need your reviso login:
- Agreement number
- User ID
- Finish by clicking 'Grant Access':
Now you have to configure reviso in the IEX dashboard. To transfer shipping, discounts and fees you need to create these as products in reviso with unique product numbers (SKU) and insert these in the IEX dashboard in the corresponding fields.
Under 'Update products' you can choose if you want to update your products in reviso, when you make changes to these in your shop.
Under Magento add your shop url. 'Click Save changes' and then 'Get orderstates' and choose which order states to transfer from your shop to reviso. Finish by clicking 'Save changes'.
Now you need to syncronize your products from Magento to reviso. Notice: all products need to have unique products numbers (SKU) in Magento for correct transfer to reviso. Go to Magento and click 'Sync products'. The transfer of products can take a little time depending on how many products you have in your shop.
Your integration is now ready to automatically transfer orders, products and customers from your Magento webshop to reviso.