Uspacy CRM for OpenCart — store orders as deals and leads

Uspacy CRM for OpenCart 4.x, 3.x and 2.3 sends store orders to Uspacy as a deal or a lead: the customer, phone, e-mail, amount, pipeline, responsible user, source, and the order contents in a comment. The manager works with the order in the CRM and nothing is typed twice.

What you need from Uspacy. A Uspacy portal and a user with CRM rights. The module signs in to Uspacy the way you do: portal address, e-mail and password. The password is stored encrypted and is sent nowhere except Uspacy; it is better to create a separate user, for example “Online store”.

What the manager sees in the CRM

The order appears in the CRM as one record. A deal gets a title with the order number, the order amount, the pipeline and the responsible user; a lead gets the first name, last name, +380 phone, e-mail, source and responsible user. The order contents go into a comment: products with options and article, discount, delivery, address, payment method, total and the customer comment. The customer gets the order in the store in any case: if Uspacy does not answer, the order stays in the store and the transfer can be repeated.

What the admin gets

Extensions → Modules → Uspacy CRM: the tabs “Connection”, “Deal or lead”, “Automatic”, “Stages” and “License”. You enter the portal address and the e-mail and password of a Uspacy user and press “Connect”: the module signs in to Uspacy and reads the pipelines, stages, sources and users, which are at once available in the select fields. If the account has two-factor sign-in, a 2FA code is entered; the code is not stored.

The order page in the admin gets a Uspacy CRM block with a “Send to Uspacy” button: by the setting it creates a deal (pipeline, amount, responsible user) or a lead (first name, last name, phone, e-mail, source, responsible user). The block shows the result: state, deal or lead number, stage. If Uspacy rejects the request, the error text is in the block and in the order history, with “Try again” and “Forget” buttons at hand. Before a retry the module looks for an already created record by title among the records with the customer e-mail or phone, so no duplicate appears even after a broken connection.

In Pro the “Automatic” tab turns on sending of every new order without the button: right after checkout or on the statuses you mark. If Uspacy does not answer, the module retries up to eight times with pauses from 90 seconds to 8 hours, and after a rate-limit answer it leaves the CRM alone for 65 seconds. The customer contact is searched by e-mail, then by phone, or a new one is created and linked to the deal. The order lines and delivery go into the deal product list: a product with the same article in the CRM catalogue is linked to the line, the rest goes by name with its price.

The “Stages” tab maps statuses in both directions. A store status moves the deal or lead to a stage: each pipeline and the leads have their own stage, and closing stages get a success or failure state. A stage in the CRM sets the order status in the store: the module learns about the change from the Uspacy webhook, added with the “Add webhook to Uspacy” button, and without the webhook it checks the records of the last 30 days every 5 minutes; the customer can get an e-mail about the new status. Several pipelines are chosen by customer group, otherwise by store, otherwise the main one is used.

The transfer log (Pro) shows every order with its CRM record number, stage and state, with the filters “All”, “Queued”, “Not sent” and “In CRM”. It also has a retry of everything not sent and a transfer of older orders from a chosen date, up to 500 at a time. The UTM marks the customer arrived with go into the deal or lead, even if the order is sent on a later status or by hand.

How it works, step by step

1. Install the archive for your OpenCart version and enable the module.
2. On the “Connection” tab enter the portal address and the e-mail and password of a Uspacy user and press “Connect”.
3. On the “Deal or lead” tab choose what to create, the pipeline, the responsible user and the source.
4. Open an order in the admin and press “Send to Uspacy”: a deal or lead with the customer and the order contents appears in the CRM.
5. In Pro turn on automatic sending and choose the statuses on which orders go to the CRM.
6. In Pro map the stages in both directions and add the webhook: a stage in the CRM changes the order status by itself.

Under the hood

• Uspacy API: sign-in with the user e-mail and password, session tokens stored encrypted; the Uspacy API has no other sign-in for a custom integration except a Marketplace application.
• For an account with 2FA a new code is needed once the session ends, so a separate user without 2FA suits a store better.
• The discount is not a separate line of the product list: the lines add up to the products plus delivery without the discount; the discount is in the comment. The deal amount equals the order total.
• If an error happens while products are being added, the list is not completed by itself: the record gets a note “added N of M” and the rest is added by hand.
• There is one stage map for leads: the API does not show lead pipelines.
• Statuses in both directions work for records created by the module; a status is applied in the store through the webhook, the scheduled job address or the OpenCart 4 scheduler.
• The CRM catalogue used to link products is read in pages, up to 2000 products; the article lookup runs in a 6-hour cache.
• If an answer from Uspacy gets lost, the repeat search goes by title among the records with the customer e-mail or phone; without an e-mail and a phone a duplicate is possible.
• Log and settings tables in the database, OpenCart events with no core edits; module updates keep the settings and the license.
• The interface is in Ukrainian, Russian and English.

Installation

1. Extensions → Installer: upload the archive for your version without renaming it (OpenCart 4: cc_uspacy.ocmod.zip, 3.x: cc_uspacy-oc3.ocmod.zip, 2.3: cc_uspacy-oc23.ocmod.zip).
2. For 3.x and 2.3: Extensions → Modifications → Refresh.
3. Extensions → Modules → Uspacy CRM: install it and open it.
4. Enter the portal address, e-mail and password, press “Connect” and save the settings.
5. For Pro: paste the key or start the trial on the “License” tab.