This article provides a quick overview of how to view and update Magento deals directly within the CloudTalk interface.
User level: Agents, Admins and Supervisors
Ready to configure the CloudTalk + Magento integration?
Follow the step-by-step instructions in our Configure Magento guide.
Call Logging and Data Exchange
Contact Sync
Magento customers are imported into CloudTalk as contacts when the integration is first saved. From that point, new contacts and updates from Magento are refreshed every 15 minutes. Updates to existing Magento contacts can also be made through the CloudTalk interface, and will sync back to Magento.
To learn more about how CloudTalk handles duplicate entries, see the Contact Merging guide.
Each synced contact includes a link to their Magento profile and is tagged with magento in CloudTalk.
Contact Field Mapping
CloudTalk Contact | Sync Direction | Magento Field |
Name | 2-way | Billing Address: First Name + Middle Name + Last Name |
Title | 2-way | Billing Address: Prefix |
Address | 2-way | Billing Address: Street |
City | 2-way | Billing Address: City |
Zip | 2-way | Billing Address: Postcode |
Phone | 1-way (Magento to CloudTalk) | Billing Address: Telephone |
1-way (Magento to CloudTalk) | Billing Address: Customer Email | |
External URL | 1-way (Magento to CloudTalk) | Built from Magento Customer ID, e.g. |
Company | 1-way (CloudTalk to Magento) | Billing Address: Company |
Website | Not synced | No field |
Orders
Orders placed before the integration was set up are not automatically synchronized into CloudTalk. A CloudTalk support member can do this manually on request. All new and updated orders from the time of installation are synchronized automatically.
Order data is displayed alongside customer information under Contact Info. From the CloudTalk Dashboard, go to the Contacts tab and click the magnifying glass next to the relevant contact.
With Magento integrated, you can view:
Order ID
Order status (processed, pending, etc.)
List of individual items purchased
Shipping method
Billing and delivery address
Total amount and payment status (paid/unpaid)
Comments on the order from Magento
Date and time the order was placed
Quick link to the order detail in Magento
Syncing from CloudTalk to Magento
By clicking the edit icon on an order, agents can also push changes back to Magento:
Add notes to Magento orders
Change the order status for open orders (Hold, Unhold, Cancel)
These actions can be performed while agents are on a call with the customer.
Need help or have a question? Reach out through our Support portal — we are here for you.