In this guide, we will guide you through the steps to connect your Magento store to Billy Grace. By connecting your Magento store to Billy Grace, you will get insights in extra metrics like:
New Customers
Returning Customers
New Customer Revenue
Returning Customer Revenue
Customer Lifetime metrics
Giving access to the total number of orders also increases tracking accuracy.
Step 1: Connect Magento
Navigate to Integrations and search for the E-commerce & CRM integration.
Click: "Authorize E-commerce or CRM Platform"
You will see two options, continue by selecting "E-commerce"
Select "Magento 2 with Access token"
In order to connect your store, we need the following information
Store URL
The url of your Magento Store. Ensure to enter the entire url, so please include the https part as well.
Access Token
In order to create an access token, you need to create an Integration in your Magento Store environment. Login to Magento and follow the steps below:
Step 1: Go to System -> Integrations Menu.
Step 2: Click add new integration to open a new integration form.
Step 3: Enter the integration name as the form in the above picture.
Step 4: Grant access to the API resources. Please select Grant access to everything here. The screenshot below is an example, the right resources are not specified in the screenshot.
Step 5: Save to create a new consumer public & secret keys for integration.
Step 6: Activate integration for creating an access token for the external application.
After activating, we can see the integration detail in the picture below.
Copy the Magento access token and paste it in Billy Grace:
Next Toggle: Fetch all stores or put one single Store ID in the field.
Select: "Connect your data"
Once connected, Billy Grace will start to import your order data, depending on the size of your store this can take up some time.
Step 2: Configure Purchase & Purchase started events
In order for Billy Grace to connect customer journey's to orders a Purchase event is needed. Read here how to configure the Purchase & Purchase started event for accurate data tracking.
Troubleshooting
Data error: Permission error.
You have flagged all scopes, but the data import is failing and you see a data permission error.
Check if your environment is configured to allow access token authentication. You can modify this in your store configuration:
Stores > Configuration > Services > OAuth > Consumer Settings > Allow OAuth Access Tokens to be used as standalone Bearer tokens
