Magento is a popular e-commerce platform allowing you to create an online store and sell products. We understand the importance of delivering an easy way for eDesk to work with Magento so you can have all the information you need in one single place. 

Connecting your Magento account will allow your messages, orders, and order information to flow directly into eDesk. 

All messages will continue to be delivered to your Magento account and it will also update when you send messages from eDesk.

Before you start

• You’ll need an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.

• You'll need a Magento account. To find out how to create one, click here.

Note: This guide outlines the Version 1 (API), if you wanted instructions to set up Version 2, click here.
 

01 How do I connect Magento in eDesk?

1. Go to Settings → Mailbox Settings → Channels.
2. Click + Add Channel and select Magento in the Webstore section.

You will then be prompted to select how you would like to connect your Magento store to eDesk, simply select API Integration for Magento 1. 

Note: If you're not sure which version your Magento store is, click here.

02 Adding a Role in Magento

Adding a role in Magento gives eDesk permission to retrieve information, you can easily do this by following the steps below: 

1. Log into your Magento account.
2. Go to System → Web Services → SOAP/XML-RPC - Roles.

  3. Click Add New Role and fill in the fields as follows:

• Role Name [Example: eDesk]
• Confirm Admin Password
  For Magento to verify this user creation, you will need to enter the password of the current admin

  4. Click Role Resources and select access to All.

  5. Save the changes by clicking Save Role.

03 Adding a User in Magento

Adding a user in Magento gives xSellco permission to retrieve information, you can easily do this by following the steps below:

1. Log into your Magento account.
2. Go to System → Web Services → SOAP/XML-RPC - Users.

  3. Click Add New User and fill in the fields as follows:

• User Name [Example: eDesk]
• First Name [Example: (your first name)]
• Last Name [Example: (your last name)]
• Email [Example: any email not already associated with this account]
  This email address must be different from the one that is associated with your original Admin account
• API Key
  The API key field is a verification key or password. This is the access credential that xSellco web services will use to access your Magento store
• API Key Confirmation
  Repeat the API key field to make sure it was entered correctly
• This account is
  Active should be set to ensure this user will operate

  4. Click User Role and click on the user role you created.
  5. Save the changes by clicking Save User.

04 Connecting with eDesk

• Go back to the eDesk setup Wizard.
• Click Next.
• Enter the store credentials.
• Enter the WSDL.
• Click Next.
• The final step is to set up mail forwarding in your email inbox settings to forward the Magento messages to eDesk.

05 Where do I see data from Magento in eDesk?

Now that you successfully connected your Magento webstore, we will import data directly into your eDesk account.

You will be able to see all your buyer messages on the Mailbox screen:

You will see the Magento data related to each ticket on the right-hand side of every single ticket:

And you also will be able to consult all your Magento orders directly on the Orders screen in eDesk:

Further Readings

If you would like to find out more about connecting Shopify with eDesk, click here.

If you would be interested in learning more about connecting BigCommerce with eDesk, click here.