taskstemplates
feedback & roadmap30-day trialbook a demo

Synchronize customers from Magento to Salesforce

This template synchronizes customers from Adobe Commerce / Magento to Salesforce as Contacts. Using this template, you can synchronize the list of customers and their details from Magento to Salesforce.

Template

Prerequisites

This template assumes that the following prerequisites are in place:

  • The Magento user should be eligible to obtain an admin authorization token from Magento.
  • The Salesforce user should have access to client ID, secret and security token.

Implementation and Usage Notes

This template fetches all the customers from Magento, and then either inserts or updates them as Contacts in Salesforce. To determine if a Magento customer already has a corresponding Contact in Salesforce, the email addresses of the Magento customers are compared to those of the existing Contacts in Salesforce.

Customers that have been deleted from Magento are not transferred to Salesforce.

The credentials and URLs for connecting to both Magento and Salesforce are supplied to the template through defining the values in the corresponding process variables.

Error Handling

This template does not handle transient errors separately. If inserting or updating the contacts into Salesforce fails, the errors are logged in the result of the process.

Template Process Variables

MagentoBaseURL
MagentoUser
MagentoPassword 🗝
SalesforceBaseURL
SalesforceUser
SalesforcePassword 🗝
SalesforceSecurityToken 🗝
SalesforceClientSecret 🗝
SalesforceAuthURL
SalesforceClientId