Integrating Magento with Synerise

Important: This document covers integration instruction for the v1.x plugin version. For the documentation for v2.x plugin version, go here.

The Synerise users can integrate their websites built on the Magento platform. The scope of integration involves the transmission of the following data from Magento to Synerise:

  • information about the customers (their activity, identification of a customer throughout the whole journey),
  • information about the transactions,
  • information about the items
WARNING:

From now on, we support only the Magento versions that are officially supported by Adobe: 2.4.x; and version 2.3 for backward compatibility. Read more about lifecycle policy here.

We recommend to always keep up with the Magento updates, as suggested by the Magento team.

Prerequisites


  1. You must be granted user permissions to access API key section and add the key in Synerise.
  2. You must have access to admin panel in the Magento platform.

Configuration in Synerise


Log in to your business profile in Synerise and perform the steps described below:

Create an API key


  1. In Synerise, go to Settings > API Keys > Add API key.
  2. On the pop-up:
    1. Enter the name of the API key (it will be visible on the list of API keys).
    2. Select Business Profile.
    3. Optionally, enter the description of the key (it will be visible on the list of API keys).
    Adding a new API key for the Magento integration
    Adding a new API key for the Magento integration
  3. Confirm by clicking Save.
  4. Find the key on the top of API key list and click Permissions.
  5. On the pop-up, select the whole EVENTS, CLIENT, and TRANSACTION sections.
    Permissions for the API key required by the Magento integration
    Permissions for the API key required by the Magento integration
  6. Confirm by clicking Apply settings.
  7. On the list of API keys, double-click the key you created.
  8. On the General section, click Show.
  9. Copy the API key and paste to the notepad.
    Details of the API key
    Details of the API key

Add the tracking code


  1. In Synerise, go to Settings > Tracking codes and add a tracking code. Full instruction on adding tracking codes is available at the link.
    Note: You can select any feature configuration for the tracking code.
  2. Copy the tracking code and save it in the notepad.
    Adding tracking code
    A blank tracking code form

Configuration in the Magento panel


Log in to your administration panel in Magento and perform the steps described below:

Download the Synerise plugin


To download the Synerise plugin in Magento, click here

Configure the Synerise plugin


  1. In your Magento administration panel, go to Stores > Configuration > Synerise.

  2. In the Synerise API section, paste the API key from the Create an API key procedure. The key is required to enable communication with the Synerise API.

  3. To save full request and response from Synerise API, set the Request logging option to Yes.

    WARNING: It is recommended to enable this option only while debugging.

    Adding tracking code
    A blank tracking code form
  4. Enable tracking of the events (in the next step, you will define the scope of tracked events). In the Page tracking section:

    1. Set the Enabled option to Yes.
    2. Paste the tracking code you added in the Add the tracking code procedure.
    3. Recommended: Set the Open Graph option to Yes.
      Result: Magento sends the following OG tags to Synerise:
      • product:retailer_part_no which is the SKU of the item,
      • product:original_price:amount which is the original price (before discounts, if any)
      • product:price:amount which is the current price of the item
      • product:category which is the category of the item
        WARNING: You can switch off this option, however if the page misses product:retailer_part_no, you won’t be able to track visits to product pages.
    Adding tracking code
    A blank tracking code form
  5. Select the scope of tracked events. In the Event tracking section:

    1. Set the Enabled option to Yes.
    2. Select the events (command + click or ctrl + click) that will be tracked by Synerise and available in the customers’ profiles. You can choose from the following events:
    Important: We recommend selecting all the events.
    Event Description Event name in Synerise
    Customer login This event is generated when a customer logs in to
    their account on your website.
    client.login
    Customer logout This event is generated when a customer logs out from
    their account on your website.
    client.logout
    Customer account edited This event is generated when a customer makes changes to their account (for example, updates information about birthday, location, and so on). client.updateData
    Customer registration This event is generated when a customer creates an account on your website. client.register
    Customer places order This event is generated when a customer makes a purchase. transaction.charge /
    product.buy
    Customer adds product to cart This event is generated when a customer adds an item
    to the cart.
    product.addToCart
    Customer removed product from cart This event is generated when a customer removes
    an item from the cart.
    product.removeFromCart
    Adding tracking code
    A blank tracking code form
  6. Synchronize additional data apart from those which are sent to Synerise through customer actions (synchronization is triggered by cron jobs). Go to the Synchronization section.

WARNING: Synchronization is disabled by default. Before enabling, verify the configuration of each item attribute to make sure it contains all data you want to include.

Data Synchronization

This subsection allows you to synchronize the data collected prior to integration. On the first run, the last item ID of each data type (before the integration) is recorded to mark the end of the data sets that need to be synchronized. You can also reset last ID to current one manually from integration dashboard, using the Send additional option.

This process is also responsible for resending the full data sets, which can be triggered through integration dashboard by using the Resend all items option in Magento > Marketing > Synerise > Dashboard.

  1. In the Data Synchronization subsection, set the Enabled option to Yes.
  2. In the Cron expression field, enter the time of the synchronization in the form of the cron expression.
  3. In the Page size field, enter the size of a batch of items that will be sent in a single request.
    Important: Extending the default size might speed up synchronization process, but it also means heavier database usage.
Adding tracking code
A blank tracking code form

Update Synchronization

This subsection allows you to synchronize ongoing item updates. It is based on the item queues, which are built by data update events (such as product.updated event).

Important: It is highly recommended to keep update synchronization process running, while the data synchronization can be disabled when unused.
  1. Set the Data synchronization option to Yes.
  2. In the Cron expression field, enter the time of the synchronization in the form of the cron expression.
  3. In the Page size field, enter the size of a batch of items that will be sent in a single request.
    Important: Extending the default size might speed up synchronization process, but it also means heavier database usage.
Adding tracking code
A blank tracking code form

Products

In this subsection, select the product attributes to be synchronized.

Product attributes in Magento are qualities assigned to items. You can send to Synerise all attributes, including those which are custom. The list excludes the required attributes which are sent by default:

  • itemId (sku),
  • price,
  • productUrl,
  • parendId,
  • deleted,
  • category,
  • additionalCategories,
  • image,
Important: Before enabling, verify the configuration of each item attribute to make sure you synchronize all necessary attributes for you.
  1. Set the Data synchronization option to Yes. The frequency of sending data is predefined in the Update Synchronization subsection.
  2. Select the attributes of items (command + click or ctrl + click) which will be imported to the catalogs in Synerise.
    Result: The catalog will be created automatically and it will be updated.
    WARNING: The changes of attribute selection will apply only for those items that haven’t been sent to Synerise yet. To apply the changes to the whole item catalog, go to Marketing > Synerise > Dashboard and use Resend all items option.
Adding tracking code
A blank tracking code form

Customers

In this subsection, select the customer attributes to be synchronized.

Customer attributes in Magento are qualities assigned to customers. You can send to Synerise all attributes, including those which are custom. The list excludes required attributes which are sent by default:

  • email,
  • entity_id,
  • firstname,
  • lastname,
Important: Before enabling, verify the configuration of each item attribute to make sure you synchronize all necessary attributes for you.
  1. Set the Data synchronization option to Yes. The frequency of sending data is predefined in the Update Synchronization subsection.
  2. Select the custom attributes of customers (command + click or ctrl + click) which will be imported to Synerise and available in Params Manager.
    WARNING: The changes of attribute selection will apply only for customers who haven’t been sent to Synerise yet. To apply the changes to all customers go to Marketing > Synerise > Dashboard and use Resend all items option.
Adding tracking code
A blank tracking code form

Orders

In this subsection, you can enable or disable sending information about orders to Synerise. This information in Synerise is stored as product.buy/transaction.charge events on the profile of a customer who placed the order.

  1. Set the Data synchronization option to Yes.
Adding tracking code
A blank tracking code form

Subscribers

In this subsection, you can enable or disable sending information about the value of the subscription attribute of a customer. This information in Synerise is stored on the profile of a customer.

  1. Set the Data synchronization option to Yes.
Adding tracking code
A blank tracking code form
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