Before starting, please make sure:
You've successfully added an Essential, Expert, or Custom plan with CloudTalk
You have an active Magento account
You have admin capabilities for both Magento and CloudTalk
Adding Magento into CloudTalk
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:
Contact Detail URL Pattern. This should be a domain followed by an ID number, like:
Order Detail URL Pattern. This should be a domain followed by an order number, like:
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
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.
Select Your default country code and enter a Contacts' tag to apply for merged Magento contacts.
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.