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| moneyworks:magento_integration [2017/09/05 13:21] – [Initial setup of Moneyworks datafile] Adrian Boone | moneyworks:magento_integration [2024/03/20 15:20] (current) – Fix broken link for component and typo Adrian Boone |
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| =====Introduction===== | =====Introduction===== |
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| This is a standalone application (Windows or Mac) using our [[:4d_moneyworks_component|Moneyworks component]] which is designed to periodically (or manually) connect to Magento and import transactions into Moneyworks. Transctions may be imported as sales orders, sales invoices or receipts, depending on the customisation code entered and/or the import map used. | This is a standalone application (Windows or Mac) using our [[:moneyworks:4d_moneyworks_component|Moneyworks component]] which is designed to periodically (or manually) connect to Magento and import transactions into Moneyworks. Transactions may be imported as sales orders, sales invoices or receipts, depending on the customisation code entered and/or the import map used. |
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| We call this process 'syncing', and it is controlled by the //Sync// menu items: | We call this process 'syncing', and it is controlled by the //Sync// menu items: |
| {{ :moneyworks:connector_MW_connection_REST.png |}} | {{ :moneyworks:connector_MW_connection_REST.png |}} |
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| By default, there is a single connection to the Magento database, but for some customisations of the Connector it is possible to have multiple Magento connections e.g. you may want to apply different rules and settings for different Magento stores and/or sync them to different Moneyworks data files. If this is the case, you'll be able to switch connection settings using the drop-down list at the top right. Please contact us for more details if you're interested. | By default, there is a single connection to the Magento database, but it is now possible for a single instance of the Connector to have multiple connections e.g. you may want to apply different rules and settings for different Magento stores and/or sync them to different Moneyworks data files. Apart from the synchronisation interval, all other settings can be different for each connection: |
| | * Switch connection settings using the drop-down list at the top right. |
| | * Add a new one (which will duplicate the existing connection settings) using the //+// button to the left of the drop-down list |
| | * Remove the last one using the //-// button to the right of the drop-down list - obviously, you can't delete Connection1! |
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| ====Moneyworks test==== | ====Moneyworks test==== |
| Click on the //Test// button to verify the connection. Clicking on //OK// will save the current connection settings, and //Cancel// will discard any changes made. | Click on the //Test// button to verify the connection. Clicking on //OK// will save the current connection settings, and //Cancel// will discard any changes made. |
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| If your customisation allows multiple connections, you'll be able to select which stores are synced for each connection. Clicking the //Reload// button will reload the list of stores from Magento. | If you have multiple connections, you'll be able to select which stores are synced for each connection. Clicking the //Reload// button will reload the list of stores from Magento. |
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| ====Moneyworks settings==== | ====Moneyworks settings==== |
