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2018/04/24

How to automatically send Prestashop commands to Simple CRM?



Since version 4.8, Simple CRM allows the automatic sending of orders from your online store to your Simple CRM database.

To benefit from it, you must ask the Simple CRM sales department to install this module.

You can find the module prices here.

You must then configure Prestashop to send an email notification to each order on your shop.

For that:

1) Install and configure the Prestashop "Email Alerts" plugin

In the shop administration, click on "MODULES" then on "Modules".

Once on the modules page, look for the "Alert" module.
When it appears in the list, click "Install".


(If you can't find the module, you can download it here: https://github.com/PrestaShop/mailalerts)

This takes you to the Email Alerts module configuration page.
At the bottom, add your Simple CRM email address as the Prestashop email recipient

This email address is available in Simple CRM, module Admin (menu up → Admin → User list).



2) Change the notification email template

Edit the modules/mailalerts/mails/mails/en/new_order.html file of your Prestashop shop.

At the end of the file, just before the </body> tag, insert the following text :

#CONTACT_NAME#{lastname}#/CONTACT_NAME#
#CONTACT_PRENOM#{firstname}#/CONTACT_PRENOM#
#CONTACT_EMAIL#{email}#/CONTACT_EMAIL#
#MEMO#
[{shop_url}]

Bravo!

A new order has been placed on your shop
{shop_name} by this client: {firstname} {lastname} ({email})

ORDER: {order_name} Date {date}

PAYMENT: {payment}       

RÉFÉRENCE

PRODUIT

PRIX UNITAIRE

QUANTITÉ

PRIX TOTAL

{items}

PRODUITS

{total_products}

RÉDUCTIONS

{total_discounts}

PAQUET CADEAU

{total_wrapping}

LIVRAISON

{total_shipping}

TVA TOTALE

{total_tax_paid}

TOTAL PAYÉ

{total_paid}

{carrier}

{delivery_block_html}

{invoice_block_html}

{message}

{shop_name}[{shop_url}]
#/MEMO#
#CENTRES_INTERET#Order online store;Client#/CENTRES_INTERET#
#BUDGET#{total_products}#/BUDGET#

3) Perform a test command

In your Prestashop shop, place a test order.

4) In Simple CRM, read your emails

The command is materialized in the form of an interaction.
The amount of the order is in the "Budget" field of the interaction.
The interaction is linked to a contact identified by his email address.

All the details of the command are in the Note field of the interaction.

How to add an external identifier for contacts and companies?

To improve recognition of existing contacts and companies, you can add the following tags :

For the contact: #CONTACT_REFEXTERNE#external reference of the contact#/CONTACT_REFEXTERNE#

For the company: #SOCIETE_REFEXTERNE#external reference of the company#/SOCIETE_REFEXTERNE#

Replace "external contact reference" by the prestashop field corresponding to the contact reference in Prestashop, the same for the external company reference.

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