Magento Integration Manual

back-propoza-manual

  • Pricing:Trial or Premium(paid)
  • Ease of Integration:Easy
  • Developer needed:No

Getting Started

Choose an Installation Method

Propoza can be installed via Magento Connect or by FTP. For not tech savvy store admins we recommend the use of the Magento Connect as this is a very straightforward installation.

Use the menu on the side to navigate to your preferred Installation Method or use the links below:

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Installation via Magento Connect

Magento Connect Manager

Go to System > Magento Connect > Magento Connect Manager

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Log in to Magento Connect Manager

Log in the Magento Connect Manager.

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Paste extention key to install

Paste the URL in the “Paste extension key to install:“ field

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Login to Magento

Login to Magento. (yourdomain/admin)

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Press proceed install button

Press Proceed to install Propoza.

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Wait untill installation is done

Wait for Magento Connect Manager is done installing.

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Select Propoza in the backend

Go to System > Configuration > Propoza > Propoza

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Press refresh button

Press the Refresh button.

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Press Return to admin button

Press the Return to Admin button

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Enter the general settings

– Enable Propoza
– Fill in your sub-domain in the “Web Address” field
– Fill in your API key (Received in your email) in the “Api key” field
– Test your connection by pressing “Test Connection”

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Press setup your account

Press Setup your account button to setup your account.

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Installation by FTP

Unzip the contents to a temporary folder

Unzip the contents into a temporary folder.

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Open your favorite FTP application

Open your favorite FTP application. (e.g. Filezilla)

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Fill in your credentials

Fill in your credentails and connect to your (s)ftp.

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Copy the app and skin folders to your Magento installation

Copy the app and skin folders from your temporary folder to your Magento installation app and skin folders and merge them together.

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Login to Magento

Login to Magento. (yourdomain/admin)

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Select Propoza in the backend

Go to System > Configuration > Propoza > Propoza

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Enter the general settings

– Enable Propoza
– Fill in your sub-domain in the “Web Address” field
– Fill in your API key (Received in your email) in the “Api key” field
– Test your connection by pressing “Test Connection”

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Press setup your account

Press Setup your account button to setup your account.

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Test Successful Installation

After a successful installation

Test Propoza: Go to your store’s front-end and add a product to your shopping cart. On your shopping cart page a new button is visible: “Request a quote”. Click this new button to open the quote submit form.
Note: depending on the theme you use the button may be just a text link on the shopping cart or not be visible at all. Contact support@propoza.com if you need help to make the Propoza button visible.

Schermafdruk 2016-04-13 14.35.53 (1)

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Submit a test request

Enter test details in the quote request submission form and check if the new request appears in your Propoza Merchant Dashboard. You will find your Propoza Merchant Dashboard at yoursubdomain.propoza.com or via your Magento admin panel under the menu: Sales / Quotes

test-request-magento1

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Setup

Configure Propoza Forms And Translations

Propoza allows you configure the Quote Request Forms you place on your website. Simply select which fields you require, and translate or rewrite the words you wish to use.

– Go to your Propoza Dashboard
– Choose (top right) the General Settings
– On the left hand side, choose ‘Translations’

propoza-translations-tab

– Please make sure you use the correct API key (check your email, see section ‘Installation)
– Edit the texts you wish to use for your Emails, Online Proposals, Quote Contents and Webshop Form
– Press Save
– On the left hand side, choose ‘Webshop Settings’

propoza-website-settings-tab

– Edit the texts for your Webshop Form, select which fields to enable and sort the order
– Press Save
– Refresh your webpage and check whether all your wished changed have indeed loaded well

In some cases you will have to translate the “Add to Quote” button that appears in your webshop via the translation system of your webstore.
Every platform has it’s own unique way of managing translations. The string for the Propoza button text is “Request quote”

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Propoza Merchant Dashboard Tutorial

The Merchant Dashboard is packed with features but has a very simple and user-friendly interface. To start the dashboard tutorial, go to yoursubdomain.propoza.com, choose the General Configuration page and there, under the tab Integrations, click the link Start Tutorial.

Propoza-Merchant-Dashboard-Tutorial

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Troubleshooting

Check your Propoza credentials

Go to your Magento admin panel: System > Configuration > Propoza > Propoza > General

Make sure Propoza is enabled and your subdomain and API Key are entered correctly.

magent-1-configuration

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Where to get your API key from?

Your API Key can be found in your Propoza dashboard. You should have received the login details by email after your created your Propoza account.

Visit [yoursubdomain].propoza.com and login.

Click the configuration icon top right and select “Settings”. Then select the “Webshop Setting” tab and read your API Key

This key should be entered under:Magento > Stores > Configuration > Propoza > Configuration

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What’s my Propoza Subdomain or Web Address?

The chosen Propoza subdomain has been sent to your by email. You can retrieve your subdomain by visiting www.propoza.com > Login > Forgot sub-domain

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