SITNIKS CRM for OpenCart — store orders and customers in the CRM

SITNIKS CRM for OpenCart 4.x, 3.x and 2.3 sends every new store order to SITNIKS CRM through its Open API: the customer, phone, products, discount, comment, sales channel, status, responsible manager and warehouse. The manager works with the order in the CRM and nothing is typed twice.

What you need from SITNIKS. A SITNIKS CRM account and an Open API token, which you create in the CRM itself (Settings → Integrations, the Open API section). The token is pasted into the module once and stored encrypted.

What the manager sees in the CRM

Each order appears in the CRM as one record: the store order number becomes the external number, the CRM finds the client by the +380 phone number or creates one, the lines go by article, the discount is sent as an amount, the buyer comment goes into the order, and the manager comment holds the payment method, delivery, address, total and the products not found in the CRM. The customer gets the order in the store in any case: if the CRM is briefly unavailable, the module repeats the transfer itself.

What the admin gets

Extensions → Modules → SITNIKS CRM: the tabs Connection, Orders, Statuses, Delivery and payment, Stock and License. You enter the token and press Check the connection, and the module reads the sales channels, statuses, managers and warehouses from the CRM into the selects. After saving, the token is not shown in the form again.

On the Orders tab you choose when to send: right after checkout or when the order gets a chosen status. The same tab holds the sales channel, the status of a new order, the responsible manager and the warehouse where the goods are reserved. The module finds the order lines in the CRM by article: the product SKU in the store (or the Model when the SKU is empty) has to match the article of the product variation in SITNIKS. A product that is not found goes into the manager comment with its price and quantity.

From the order page in the admin you can send an order by hand with the Send to the CRM button: the page gets a SITNIKS CRM block with the state, the CRM order number, the CRM status and the TTN. The SITNIKS CRM entry in the Sales menu opens the log: every order with the filters All, Waiting, Not sent and In the CRM. If the CRM did not answer, the module retries up to eight times, and before each retry it looks for an order already created by the external number, so there are no duplicates. If the CRM rejected an order, its text is in the log and in the order history, with Try again and Forget buttons at hand.

In Pro the Statuses tab maps statuses both ways: a status change in the store updates the order in the CRM, and a status change in the CRM changes the status in the store without looping. The TTN number from the CRM is written into the order history and can be mailed to the customer. On the Stock tab the product quantity in the store comes from the CRM: from all warehouses or one, available or in stock.

The Delivery and payment tab in Pro sends delivery to the CRM: Nova Poshta, Ukrposhta or pickup with the carrier account from your CRM, cash on delivery by payment method codes, parcel weight and volume. An online payment is registered in the CRM on the chosen settlement account once, when the order gets a status you marked as paid. Pro also sends the UTM marks the customer arrived with, finds a product in the CRM by any field or barcode, and creates a product that is missing there.

How it works, step by step

1. Install the archive for your OpenCart version and enable the module.
2. In SITNIKS CRM create an Open API token (Settings → Integrations) and paste it on the Connection tab.
3. Press the Check the connection button: the lists of channels, statuses, managers and warehouses appear.
4. On the Orders tab choose when to send, the channel, status, manager and warehouse.
5. Place an order in the store: a record with the customer, products and comment appears in the CRM.
6. In Pro map the statuses, delivery, payment and stock and add the scheduled task: statuses and TTN from the CRM arrive by themselves.

Under the hood

• SITNIKS Open API, token authorization; the token is stored encrypted.
• Order lines in the CRM are possible only as variations from the CRM catalogue: without a matching article the order arrives without lines and the products are text in the manager comment. In the free version only the article (or model) matches, in Pro any field or barcode does, and a missing product can be created.
• The delivery cost is not sent as a separate field of the CRM order; it is written into the manager comment.
• One log row per order; sending the same order again does not create a duplicate.
• The CRM allows 40 requests per 10 seconds: after an over-limit answer the module stays silent towards the CRM for 65 seconds.
• Payment (Pro) is registered for any order with an online payment method as soon as it gets the status you marked as paid: do not mark the awaiting-payment status.
• Stock is written only into the product quantity, the quantity of options is not touched; products with the same article get the same quantity.
• The store gets CRM status changes by polling the CRM: through the scheduled task address, the OpenCart 4 scheduler or the Run now button.
• Parcel weight assumes the store base weight unit is the kilogram.
• OpenCart events, no core edits; the settings and the licence stay when the module is updated.
• The interface is in Ukrainian, Russian and English.

Installation

1. Extensions → Installer: upload the archive for your version without renaming the file (OpenCart 4 — cc_sitniks.ocmod.zip, 3.x — cc_sitniks-oc3.ocmod.zip, 2.3 — cc_sitniks-oc23.ocmod.zip).
2. For 3.x and 2.3: Extensions → Modifications → Refresh.
3. Extensions → Modules → SITNIKS CRM: install and open it.
4. Enter the Open API token, press Check the connection and save the settings.
5. For Pro: paste the key or start the trial on the License tab.