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→Answers to frequently asked questions about order submission in the Opencart and Bitrix 24 Integration module
Question: Are orders sent immediately after creation, or do you need to press something in the admin panel?
Yes, orders are sent to Bitrix 24 immediately after creation. More precisely, when the order status is changed by the payment module. The fact is that the order is created in the database when moving to the cart or at the checkout stage. At this point, there is nothing to send to Bitrix 24 yet. When filling in the fields in the cart, the order is automatically enriched with data, and they are recorded in the database. At the same time, the order status in the database is 0. When the client clicks the “Confirm” button, the selected payment module is triggered, and the order is assigned a status other than 0. At this point, the order is requested from the database and sent to Bitrix 24.
In this regard, the most important points when configuring the module are:
This and much more is implemented in the module, but order submission can always be refined according to your requirements.
Question: Will analytics data be sent to the deal?
This refers to UTM tags, Roistat tag, GA clientId, Yandex clientId
Yes, with proper configuration in the admin panel and the presence of relevant data in the address bar parameters and Cookie, the analytics data will be transferred to the deal and lead in Bitrix 24.
Is it possible to transfer this data from orders that were placed before installing the "Opencart and Bitrix 24 Integration" module?
NO. This data is dynamically stored in the Cookie and sent when the order is placed.
Question: What happens if the deal status is changed in Bitrix 24?
The order status in the Store will change according to the settings of the module. It should be noted that the link between the Store > Bitrix 24 and Bitrix 24 > Store statuses must have the same statuses but different directions. For example, Store (New) > Bitrix 24 (New deal), Bitrix 24 (New deal) > Store (New).
Question: Can orders be sent to Leads?
Yes, with the appropriate configuration, orders are sent to Leads in Bitrix 24. When changing this setting, it is necessary to reconfigure the order statuses and field mappings in the module admin panel.
Question: Can all orders placed before the module installation be transferred?
Yes, this is possible. However, this requires more careful module configuration. It is recommended to transfer orders only after the module is fully configured. In complex cases, contact the author.
Question: Explain the logic of assigning managers to deals when sending an order from the Store
In the module settings, the manager from whom the order is created and the manager who will be attached to the order are configured. These can be different employees in Bitrix 24. When sending an order to the deal, the client is always attached to it. If they are not registered, a new one is created. If they are in the Store database, the Bitrix 24 contact is attached to the deal. The manager is linked to this client. If the client is new and created along with the order, the manager is taken from the module settings module.
The manager is always related to the client, not to the deal or lead. When the manager changes in Bitrix 24, all new orders from the Store will go to the new manager.
Question: How are products attached to the deal?
Orders from the Store are sent with a set of IDs of the ordered products. These IDs are used for display in the deal. The logic is simple. Pre-synchronization and constant synchronization of the product catalog with CRM Bitrix 24. When sending, the product is taken from the CRM Bitrix 24 catalog according to the product ID match in the Store and Bitrix. The quantity and price from the Store order are sent to the deal item. As a result, we get a deal in which the product price already includes the Store discounts. These items in the deal can be exported to subsequent documents (invoice, act, etc.).
If you have any questions, you can ask them in Telegram: Chat of the "Opencart and Bitrix 24 Integration" module
Developer @apiproru