Copernica Marketing Software
Magento Integration
User Guide
1. Description
Copernica Marketing Software Magento Integration is a Magento extension which can be used to export Magento data into a Copernica Marketing Software account for further use in your email campaigns.
The extension can export customers, their orders (including ordered products details) and abandoned shopping carts for registered users.
The export is done in two ways:
- mass export for current shop data with a synchronization tool, recommended for first use of the extension, after installation
- automatically export data, gathering data from live actions such as customer registration, adding products to cart or completing orders.
The extension can export customers, their orders (including ordered products details) and abandoned shopping carts for registered users.
The export is done in two ways:
- mass export for current shop data with a synchronization tool, recommended for first use of the extension, after installation
- automatically export data, gathering data from live actions such as customer registration, adding products to cart or completing orders.
2. Requirements
- Magento v. 1.4.2 (Magento 1.4.1 has a bug in: app/code/core/Mage/Sales/Model/Mysql4/Order/Collection.php on line 82) - 1.5 or Magento Enterprise Edition 1.9
- PHP v. 5.2.1 compiled with SOAP and CLI modules
- CURL *or* 'allow_url_fopen' enabled
- The Magento cronjob should be running: see the Magento wiki for more information
- Copernica Marketing Software account with license
- PHP v. 5.2.1 compiled with SOAP and CLI modules
- CURL *or* 'allow_url_fopen' enabled
- The Magento cronjob should be running: see the Magento wiki for more information
- Copernica Marketing Software account with license
3. Downloading
You can download Copernica Marketing Software Magento Integration from www.copernica.nl/en/magento as a tar.gz archive
4. Installation
- extract 'Copernica_MarketingSoftware.tar.gz' to your Magento installation root (TIP: in root directory you should find directories such as : app, downloader, media, skin, var, etc.)
- go to Magento Admin Panel and refresh the cache (TIP: go to System/Cache Management, press 'Select All' and choose 'Refresh' from 'Actions' drop-down list, then press 'Submit')
- a 'Copernica Marketing Software' tab should appear in the top horizontal menu, inside Magento Admin Panel, near the 'System' tab
- go to Magento Admin Panel and refresh the cache (TIP: go to System/Cache Management, press 'Select All' and choose 'Refresh' from 'Actions' drop-down list, then press 'Submit')
- a 'Copernica Marketing Software' tab should appear in the top horizontal menu, inside Magento Admin Panel, near the 'System' tab
5. Usage
Step 1: From the 'Copernica Marketing Software' tab in Magento Admin Panel, select the 'Account Settings' submenu. There you should complete the available fields with your current and valid Copernica Marketing Software account information.
Step 2: From the 'Copernica Marketing Software' tab in Magento Admin Panel, select the 'Link Fields' submenu. There you can create your Database with its Profile fields and also the Cartitems, Orders, Ordered Products and Addresses Collections with their subprofiles fields.
Step 3: From the 'Copernica Marketing Software' tab in Magento Admin Panel, select the 'Synchronize Data' submenu. There you should press the 'Synchronize Data' button.
After the synchronization is complete, you are set to go. All future transacted live data (customers, orders, product carts) will be automatically exported by the system.
TIP: For each section in the above steps, there is a "More information" link which can provide a quick "HOW-TO" related to that section.
Step 2: From the 'Copernica Marketing Software' tab in Magento Admin Panel, select the 'Link Fields' submenu. There you can create your Database with its Profile fields and also the Cartitems, Orders, Ordered Products and Addresses Collections with their subprofiles fields.
Step 3: From the 'Copernica Marketing Software' tab in Magento Admin Panel, select the 'Synchronize Data' submenu. There you should press the 'Synchronize Data' button.
After the synchronization is complete, you are set to go. All future transacted live data (customers, orders, product carts) will be automatically exported by the system.
TIP: For each section in the above steps, there is a "More information" link which can provide a quick "HOW-TO" related to that section.
6. Support
For assistance, you can contact our support team at copernica@support.cream.nl. You can mail an issue to this address after which an account is created where you can follow the status of your issue.
