Magento Integration
Integration with Magento can be setup with NRGship UPS for FileMaker. To set this up, follow the steps below:
MAGENTO SETUP
In order to exchange shipping data you will need to first prepare Magento to communicate with NRGship.
Step 1: Log into your Magento Admin Panel
Step 2: Create a new Web Services Role
- Navigate to the System menu > Web Services > and click “Roles”
- Enter in a Role Name - Think of this as a group or position name, not a username.
- Click “Role Resources”
- Select “All” - In the Roles Resources section
- Click “Save Role”
Step 3: Create a new Web Service User
- Navigate to the System menu > Web Services > and click “Users”
- Enter in the New Web User Account Information
NOTE: You will need the User Name and API Key to setup Magento in NRGship.
- Click on “User Role”
- Select the recently created User Role
- Click “Save User”
NRG SETUP
Now that you have finished preparing Magento, you need to setup NRGship to finish the integration.
NRGship Magento Integration Settings
Within NRGship navigate to Preferences > Defaults > Automation and in the Import Format section select “Magento Direct”.
Once you select “Magento Direct” from the Import Format menu, the Magento Integration Settings pop-up box will appear. The information entered here allows NRGship to connect with your Magento eCommerce system.
- Username - This was the Username you created during Step 3 of the Magento Setup.
- API Key - This is the same API Key you entered for the user in Step 3 of the Magento Setup.
- SOAP URL - Enter your complete SOAP URL.Your SOAP URL may look like one of the following examples:
- Shipping Order Statuses - Type the Magento Statuses of the orders you would like to import into NRGship. If using multiple statuses, make sure to put a comma and space in between each status.
- Attribute Codes to Import - Type any Magento Attribute Code you would like to import into NRGship.
You will receive the message below once you have entered in all of the correct information and click on “Test”.
Custom Buttons
Once you select Magento Direct and you have entered in the valid Magento information the Custom Buttons section will automatically populate.
These settings can be found within NRGship Preferences > Defaults > Automation Tab. See the default settings listed below.
- Button 1 - Populates "Get All” for the Label and “Get List" for the Script.
- Button 2 - Populates “Get Order” for the Label and “Get Order” for the Script.
- Show text entry field - This box should be checked.
SHIPPING FROM NRG
Once NRGship and Magento are setup, you can download all of your orders matching your selected order status by clicking on the "Get All" button. The orders will download and populate in the shipping list. You can also download orders one at a time by entering the order number into the box and pressing the "Get Order" button. After shipping, the tracking number will be updated in Magento and the status will be updated to Complete.
