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Introduction

Instructions in this document describes how to create a new SOAP User in Magento Store, how to assign roles as well as how to create a new connection to link your online store.

This document highlights the steps and importance of specific fields that are necessary for creating a new user on Magento Store and for creating a new connection with your online store.

Online Magento Store Setting for API User

When your online store is installed, your login credentials have complete administrative access. Best approach is to create another account with complete administrative permissions. You can create more user accounts for your team with restricted roles.

1. Create a New User

We need to follow following steps to create New User.

  1. On the Admin menu, Select system > Web Services > SOAP/XML-RPC-Users.
  2. Click the Add New User Button.
     

A Form opens up where you need to enter Account Information

  1. Enter the User Name for account. 
    (User Name is used as Access token on Extend's side when we create a connection.)
  2. Enter First Name, Last Name and Email address.
  3. Anter Current Admin Password.
  4. Select This Account is 'Active'.
  5. Enter API key.
    (API key is used as Secret on Extend's side when we create a connection)

2. Create Role

The following steps explains how to create a New Role.

  1. On the Admine menu, select System > Web Services > SOAP/XML-RPC-Roles
  2. Click on the Add New Role button.

     

  3. Click on the Save Role button.

3. Assign Role

The following steps explains hot to assign a role.

  1. On the Admin menu, select System > Web Services > SOAP/XML-RPC-Users.
  2. Click on User Name.
  3. Click on User Role in the left side menu.
  4. Select Role.

     

  5. Click on Save User.

External System Connectors - Extend

Extend helps you to manage sales orders, products, invoicing, shipments and accounts of your online stores like Magento, Shopify and Fortnox with click ease. For this, you need to connect/link your online store with Extend.

1. Create New Connection

The following steps explains how to create a new connection.

  1. Click on External System Connectors from Settings.
  2. Click on the Create New Connection button.
    A form opens where you need to enter basic data. Here info of your online store (Magneto) is used for the connection creation. Important fields to be handled are:
      1. External System: Select Name of Sales Channel, like Magneto, Fortnox, Shopify etc.
      2. Access Token: Username of Online Store User (Magento)
      3. API URL: URL of your Online Store User (Magento)
        e.g. http://domain.com/index.php/api/v2_soap/index/
      4.  Secret: API key of Online Store User (Magento)
         

         

         

  3. Click on 'Verify Connection'. It will verify your information (External System, Access token, Secret, API URL...) to create a connection.

2. Edit Synchronization Schedule

After creating a connection, you can edit a synchronization schedule of all entities, like order, product, invoicing, accounting etc. By default, schedule for a synchronization is inactive.

Products

By default, products' synchronization schedule is once per day. You can edit the schedule to your preference:

 

Orders

By default, Orders are fetched every hour. You can edit the schedule to your preference:

 

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