This guide covers how to configure the CloudTalk + Magento integration. You’ll learn the prerequisites, required authentication details, and step-by-step setup process.
User level: Admin
Looking for instructions on how to use CloudTalk with Magento?
See Using CloudTalk with Magento.
Prerequisites
Before you begin, ensure that:
Your CloudTalk account is on Essential, Expert, or Custom plan
You have an active Magento account
You have admin access in both Magento and CloudTalk
The email address you use in CloudTalk must match exactly with the email address in your Magento account. If the emails do not match, synchronization will not work correctly.
Configure Magento
If you have not yet added CloudTalk as an integration within your Magento account, you'll need to do so first by following this guide. Prepare to fill your name and password, as well as allow minimal Orders and Customers via the API tab. From the CloudTalk integration on your Magento account, prepare to collect the following authentication information:
Store View ID. From the admin console, click the icon labeled Stores in the left sidebar and navigate to All Stores. Click Edit Store to view.
Website ID. From the admin console, click the icon labeled Stores in the left sidebar and navigate to All Stores. Click Edit Website to view.
Consumer Key, Consumer Secret, Access Token & Access Token Secret. From the admin console, click the icon labeled System in the left sidebar and navigate to Integrations. Click Edit Integration to view Integration Details.
URL address. Address of Magento installation, like:
https://yourMagento.com/Contact Detail URL Pattern. This should be a domain followed by an ID number, like:
https://myDomain.com/magento/contact/123Order Detail URL Pattern. This should be a domain followed by an order number, like:
https://myDomain.com/magento/order/4567
Having acquired the necessary information, you can open a new tab and log into your CloudTalk Dashboard.
Go to Account > Integrations.
In the Add Integration section, find Magento and click
+ Add.
Enter the required information obtained from your Magento account in step one: Storeview & Website IDs, Consumer Key & Secret, Access Token & Secret, URL address, Contact & Order Detail URL Pattern.
Make sure the integration is set to Active at the top of the page and that you click the green bar at the bottom of the page to Save changes.
Disconnect or Remove Integration
You have two options if you no longer want to use the integration:
Deactivate: In your CloudTalk Dashboard, go to Account > Integrations > Magento and toggle the status to inactive. This pauses syncing but keeps your settings.
Remove: To remove the integration completely, go to Configure > Delete Integration, type DELETE, and confirm.
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