cartintegration:magento:magento
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— | cartintegration:magento:magento [2012/09/24 04:07] (current) – matt | ||
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+ | ~~NOTOC~~ | ||
+ | < | ||
+ | |||
+ | The Magento Add-On is no longer supported in-house by Early Impact. | ||
+ | |||
+ | </ | ||
+ | |||
+ | |||
+ | ====== SubscriptionBridge Extension for Magento (BETA) ====== | ||
+ | ===== Overview ===== | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | The **[[http:// | ||
+ | |||
+ | During checkout, Magento will detect that the product/ | ||
+ | |||
+ | Features include: | ||
+ | |||
+ | * Quick install via Magento Connect Manager | ||
+ | * Easily activate a **live connection** between your Magento-powered store and your SubscriptionBridge Merchant account | ||
+ | * **Map items** in your Magento store catalog to subscription packages that have been setup in SubscriptionBridge | ||
+ | * Automatically display subscription terms when showing product details and during checkout, via the **built-in [[developer_guide: | ||
+ | * Define Terms & Conditions at the product level so that the correct terms are shown during checkout, before the order for the subscription can be placed. | ||
+ | * Automatically create a subscription in the recurring payment system associated with your SubscriptionBridge store (e.g. Authorize.Net, | ||
+ | * Manage subscription billing and recurring payments through SubscriptionBridge | ||
+ | |||
+ | The extension is now in **BETA** simply because it needs to be used in "real life" environments for a bit longer to ensure that everything is working as expected. We will remove the BETA label as soon as possible. | ||
+ | |||
+ | ===== Screen shots ===== | ||
+ | |||
+ | ==== Product details page ==== | ||
+ | |||
+ | The product details page in the Magento storefront catalog automatically loads subscription terms information from SubscriptionBridge, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ==== Shopping cart page ==== | ||
+ | |||
+ | Subscription terms are also shown on the shopping cart page when the product (subscription) is added to the shopping cart. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ==== Magento store administration ==== | ||
+ | |||
+ | In the Magento store administration area you can quickly activate the integration with SubscriptionBridge, | ||
+ | |||
+ | {{: | ||
+ | {{: | ||
+ | {{: | ||
+ | |||
+ | Once you have created a link between a product and a SubscriptionBridge package, there are a number of settings that you can define at the product level. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== Installing the SubscriptionBridge Extension ===== | ||
+ | |||
+ | The [[http:// | ||
+ | |||
+ | To install the SubscriptionBridge Extension for Magento: | ||
+ | |||
+ | * In your Magento administration area, click on "// | ||
+ | * Load the SubscriptionBridge Extension page in the Magento Connect Web site | ||
+ | * Request the extension key for the extension by clicking on the corresponding button | ||
+ | * Enter the extension key in the Magento Connect Manager and click on " | ||
+ | * Click on " | ||
+ | |||
+ | {{: | ||
+ | |||
+ | * Click on " | ||
+ | |||
+ | ===== Activating the SubscriptionBridge Extension ===== | ||
+ | |||
+ | Before you can associate products in your Magento catalog with subscription package in SubscriptionBridge, | ||
+ | |||
+ | ==== Obtaining API credentials from SubscriptionBridge ==== | ||
+ | |||
+ | * Open a new browser window and log into the [[https:// | ||
+ | * Locate the SubscriptionBridge store that you want to connect to your Magento-powered store | ||
+ | * Click on **API Credentials** | ||
+ | * Agree to the Terms & Conditions and then API credentials will be shown to you | ||
+ | |||
+ | ==== Entering the SubscriptionBridge credentials in Magento ==== | ||
+ | |||
+ | * Return to Magento and select " | ||
+ | * Select // | ||
+ | * Enter the API credentials that you obtained from SubscriptionBridge (your other browser window should still be open) | ||
+ | * API User Name | ||
+ | * API Password | ||
+ | * API Key | ||
+ | * The API URL is pre-populated with the default value (< | ||
+ | * Click on "Save Config" | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ===== SubscriptionBridge settings in Magento ===== | ||
+ | |||
+ | Under "// | ||
+ | |||
+ | ==== SubscriptionBridge Center Links ==== | ||
+ | |||
+ | There are two fields that contain pre-populated URLs to the SubscriptionBridge Customer and Merchant Center. You should not need to change these links. | ||
+ | |||
+ | ==== Messages ==== | ||
+ | |||
+ | You can edit default messages shown by Magento in the storefront. Specifically: | ||
+ | |||
+ | * **Message - Cart not valid** \\ This message pertains to a current limitation: customers can only purchase a subscription product OR a regular product, but not both at the same time. This limitation might be removed in the future. The default message is: "//The shopping cart is not valid. You can add only one subscription product or general products.//" | ||
+ | * **Message - Terms and Condition Title** \\ You can show "Terms & Conditions" | ||
+ | * **Message - Add subscription not allow** \\ This message pertains to a current limitation: customers can only purchase a subscription product OR a regular product, but not both at the same time. This limitation might be removed in the future. This message is shown when there is already a " | ||
+ | * **Message - No additional products** \\ This message pertains to a current limitation: customers can only purchase a subscription product OR a regular product, but not both at the same time. This limitation might be removed in the future. This message is shown when there is already a " | ||
+ | * **Message - Only one subscription** \\ This message pertains to a current limitation: customers can only purchase one subscription at a time. This limitation might be removed in the future. This message is shown when there is already a " | ||
+ | |||
+ | ===== Associating Products and Subscription Packages ===== | ||
+ | |||
+ | To turn an item in your Magento store catalog into a subscription-based product or service, you need to "link it" to a package that you have __previously__ setup in the SubscriptionBridge Merchant Center. | ||
+ | |||
+ | ==== Create a Package in SubscriptionBridge ==== | ||
+ | |||
+ | Make sure that you have already created at least one package in SubscriptionBridge, | ||
+ | |||
+ | ==== Linking Packages and Products ==== | ||
+ | |||
+ | * Log into your Magento admin area | ||
+ | * Click on "// | ||
+ | * Search for the item that you want to turn into a subscription and click "// | ||
+ | * The **Packages** drop-down will load a list of the packages that have been setup in your SubscriptionBridge Merchant Center and that are ready for sale (not all packages will be listed). | ||
+ | * Select the subscription package that you want to associate with this product | ||
+ | * Then enter settings that are consistent with the package settings that you have created in SubscrptionBridge (e.g. trial price) | ||
+ | * If you want customers to have to agree to Terms & Conditions for the subscription during checkout, set "// | ||
+ | * Click "// | ||
+ | |||
+ | {{: | ||
+ | |||
+ | ==== Subscription Price ==== | ||
+ | |||
+ | Note that the regular price for this subscription-based product or service is not shown in this window. Only the trial price is (if any). That's because the " | ||
+ | |||
+ | ==== Listing existing subscription Packages ==== | ||
+ | |||
+ | You can now view a list of the items that you have linked to subscription packages by selecting // | ||
+ | ===== Subscription Terms Widget ===== | ||
+ | |||
+ | The Subscription Terms Widget allows you to show terms for the subscription in the Magento storefront, dynamically retrieving them from SubscriptionBridge. You can style the widget using simple CSS. | ||
+ | |||
+ | To show the widget, you need to edit a few files in the Magento storefront. This is because " | ||
+ | |||
+ | ==== Edit " | ||
+ | |||
+ | * Download the file " | ||
+ | * Open it in Notepad or your favorite HTML editor | ||
+ | * Locate the following code around line 68 < | ||
+ | * Add the following code right after that line: < | ||
+ | // start code to add | ||
+ | if($_product-> | ||
+ | // end code to add | ||
+ | ?></ | ||
+ | * Save the file and upload it back to the Web server. | ||
+ | |||
+ | ==== Edit " | ||
+ | |||
+ | * Download the file " | ||
+ | * Open it in Notepad or your favorite HTML editor | ||
+ | * Locate the following code around line 52 < | ||
+ | * Add the following code right after that line: < | ||
+ | // start code to add | ||
+ | if($_item-> | ||
+ | // end code to add | ||
+ | ?></ | ||
+ | * Save the file and upload it back to the Web server. | ||
+ | |||
+ | ==== Edit " | ||
+ | |||
+ | * Download the file " | ||
+ | * Open it in Notepad or your favorite HTML editor | ||
+ | * Locate the following code around line 49 < | ||
+ | * Add the following code right after that line: < | ||
+ | // start code to add | ||
+ | if($_item-> | ||
+ | // end code to add | ||
+ | ?></ | ||
+ | * Save the file and upload it back to the Web server. | ||
+ | |||
+ | ==== Edit " | ||
+ | |||
+ | * Download the file " | ||
+ | * Open it in Notepad or your favorite HTML editor | ||
+ | * Locate the following code around line 29 < | ||
+ | * Add the following code right after that line: < | ||
+ | // start code to add | ||
+ | $_sbOrder = $this-> | ||
+ | $_sbPayment = $_sbOrder-> | ||
+ | if($_sbPayment-> | ||
+ | echo $this-> | ||
+ | endif; | ||
+ | // end code to add | ||
+ | ?></ | ||
+ | * Save the file and upload it back to the Web server. | ||
+ | |||
+ | ===== Other notes ===== | ||
+ | ==== Product Type ==== | ||
+ | |||
+ | If you are selling a subscription-based service (i.e. non-shipping, | ||
+ | ==== Current Limitations ==== | ||
+ | |||
+ | * One subscription \\ You can only purchase one subscription product/ | ||
+ | * Either a subscription or regular products \\ You cannot put in the shopping cart, at the same time, a subscription product with one or more regular products. Subscriptions must be purchased separately. The message that informs customers of this scenario can be edited in the Magento administration area. | ||
+ | * PayPal Express Checkout \\ PayPal Express Checkout is not supported at this time. |
cartintegration/magento/magento.txt · Last modified: 2012/09/24 04:07 by matt