Documentation

Magento 2

Author: Łukasz Strumiński

Created: 2022-12-16. Updated: 2022-12-16.

Thulium allows you to integrate with an online store on the Magento 2 platform and download customers and their transactions to the Customer card.

Scope of integration

• Automatic addition of Magento 2 customer to Thulium,
• Additional Magento tab on the customer's tab in Thulium to display customer orders from Magento 2.

Step by step

1. In order to integrate Thulium with Magento 2 platform, within the former, go to Administration → Advanced → Integrations and run the integration configuration from the E-commerce section:

Click to authenticate the integration. If the authentication is successful, an appropriate message will appear on the screen:

By clicking on the button, we can start re-authentication.

Once the application has been authenticated, complete Other data.

For proper authentication, the further part of the configuration process should be completed in Magento 2.

2. On Magento 2 platform, select SYSTEM → Integration section and click :

3. Name the integration in the Name field and paste the data from Thulium into the Callback URL and Identity link URL fields, validate with the Administrator password and confirm :

4. Additionally, set Resource Access in the API section to Sales → Operations → Orders → Actions → View:

5. After saving the changes, activate the integration by clicking Activate an then :

6. Complete the process by launching the integration and selecting within the Customers tab in Thulium the functionality :

7. After the process is completed, a new Magento tab will be visible within the respective customer (Customer card) with a list of orders and a completed special field with Magento ID:

8. In addition, orders will be visible within the Contact History in the ORDERS section:

9. To launch another integration with the same E-commerce platform, click and re-enter the relevant authorization and configuration data:

After launching such integrations, this information will be visible in the list of integrations under Administration → Integrations.