Magento Extension for Zoho Mail

• Detailed Order Information: Access comprehensive details about customer orders, including payment, shipment, prices, quantities, and notes directly within Zoho Mail.
• Real-Time Sync: Experience seamless and instant synchronization of order, payment, and shipment data from Magento to Zoho Mail, ensuring up-to-date information at all times.
• Automated Updates: Changes made to order statuses in Magento are automatically reflected in Zoho Mail through our extension, ensuring consistency and accuracy in order management.
• Commenting Capability: Add comments to orders and shipments directly from Zoho Mail to Magento, allowing for specific and contextual communication about orders.
• Incorporating Order and Shipment Details: Effortlessly include comprehensive order and shipment information within your customer communications using our extension in Zoho mail "Reply All" template.

Generating Integration Token:

To set up the Zoho Mail & Magento integration and obtain the necessary tokens:

1. Log in to the ADMIN URL and navigate to System > Extensions > Integrations to access the Integrations page.





2. Click on Add New Integration to open the New Integration page.



3. Enter a unique name for the integration in the Name field and your admin password in the Your Password field. Leave other fields empty.


4. Move to the API tab and choose the Magento resources the integration should access. You can select all resources or a custom list.



5. Save your changes and return to the Integrations page.
6. Click the Activate link next to the newly created integration in the grid.



7. Click Allow on the integration details page to finalize the process.

NOTE: For detailed guidance, you can refer to the documentation at Click here

Granting OAuth Access for Extension Connection in Magento Admin Panel

Follow these steps to grant OAuth access :

Note : To ensure visibility of orders in our eWidget, OAuth access needs to be granted in Magento for accessing order details.

Note : If OAuth access is already enabled, there is no need to follow the steps below.

1. Navigate to the Magento Admin panel. In the sidebar, locate and click on the STORES option. This action will open a side panel. Within the side panel, you'll find the Settings section. Click on Configuration under this section, and it will navigate you to Configuration tab.




2. In the configuration tab, scroll down the page until you find the SERVICES option. Click on it, and a dropdown will appear. Within this dropdown, locate and click on the OAuth option. This action will open the OAuth tab




3. In the OAuth tab, locate the Consumer Settings option. You'll find several options displayed there. Among them, find the Allow OAuth Access Tokens to be used as standalone Bearer tokens setting.


4. If it's set to No you need to change it to Yes. If it's already set to Yes there's no need to make any changes. You can then proceed with the rest of the help documentation.



5. after set the yes click the save config your changes

Setting up Magento Integration and Aunthentication In Zoho Mail

Authentication:

1. Log in to your Zoho Mail account
2. Navigate to Settings >> Integrations >> Extension >> Marketplace.
3. Find and select the "Magento Extension For Zoho Mail" option.
4. Click on "Authenticated magentoconnection".



5. Provide the API Key (Magento Store Access Token) and click "Authenticate".



6. Configure the parameters by entering the Magento Store URL.
To obtain the store URL,follow these steps









7. Once obtain the store url you will paste it on Extension configuration page.
8. After you install the extention you need to paste the storeurl on extension configuration page, click the "Access Magento Extension Configuration" button and it will redirect to our eWidget

Search:

You can globally search for orders using email, and the system will list the orders based on your search criteria.

Filter:

1. we can Apply the Filter Based on Displayed Order List,we will use to apply filter based on Order id, Date

This action opens a modal where you can enter the Order ID and Date, then click the Filter button

After clicking the Filter button, the filtered orders will be displayed.

Note:To remove the filtered orders, click on the Clear Filter icon.

Add Order Comment:

You can add comments to your order by clicking the "+Add" button on the Order Details tab.

This action will display the Order Comments dialog box where you can enter the order comment.

After entering the comment, click "Post". Once posted, a popup will appear saying "Comments added successfully".

You can then view the comment for that order in your Magento store and the comment section.

Add Shipment comment:

You can add comments to your shipent by clicking the "comment" button on the Shipment tab.

This action will display the shipment Comments dialog box where you can enter the shipment comment

After entering the comment, click "Post". Once posted, a popup will appear saying "Comments added successfully".

You can then view the comment for that shipment in your Magento store and shipment comment section.

Reply mail:

1. By clicking the Reply button, you can share order and shipment details via email.

2. Upon clicking the Reply button, the email will automatically include the Orders and shipment Details.

Note : After clicking the reply button, you cannot undo the mail, if you want to remove the mail, manually delete the draft mail.