Head over to the left sidebar and click on the
Create new Bridge
green button
You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
Choose WooCommerce as the source for your bridge
Choose vTiger as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your WooCommerce with vTiger
Step 2.A: Setup your WooCommerce integration
Click on Connect WooCommerce
Click on Create new integration to connect your WooCommerce (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the WooCommerce integration
Fill URL, Consumer key, Consumer secret field to connect WooCommerce with LeadsBridge
Click on the Authorize button
You can choose a name for this WooCommerce and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your WooCommerce is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for WooCommerce
How to get URL, Consumer key, Consumer secret
Usually, when you are setting up the WooCommerce integration you just use the base URL which would be: [a=https://www.retireearly365.com]https://www.retireearly365.com/[/a]
In order to find the Consumer Key and the Consumer Secret you should follow these steps:
1. Log in into WooCommerce. 2. Go on Settings > Advanced > REST API. 3 Select Add Key and add a Description. Please select the User you would like to generate a key for in the drop-down. 4. Select a level of access for this API key and Select Generate API Key. In this way, WooCommerce creates API keys for that user. 5. Copy/paste the Consumer key/secret into LeadsBridge.
( Learn more)
Step 2.C: Setup your vTiger integration
Click on Connect vTiger
Click on Create new integration to connect your vTiger (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the vTiger integration
Fill URL, Username, Password, Access Key field to connect vTiger with LeadsBridge
Click on the Authorize button
You can choose a name for this vTiger and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your vTiger is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for vTiger
How to get URL, Username, Password, Access Key
Enter the same Username and Password you use to log into your Vtiger CRM account.
To locate Access Key, first you need to login to VTiger: 1. Click on the user icon and My Preferences 2. Scroll down and the Access Key will be under User Advanced Options (on your user profile)
Step 2.E: Email Receipt (Optional)
You may choose to receive an email receipt for each incoming lead.
Type the address(es) where you'd like to receive the receipt
You may also modify the Subject line of the email
Step 3: Fields Mapping
Here you'll be able to map your WooCommerce information with your vTiger fields.
You will have vTiger fields on the left. Match the information you wish to pass align from WooCommerce
Based on vTiger functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
Step 3.B Test Connection (Optional)
Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.
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