README EN

Readme Synchronisation module CyberOffice

Available module on Prestashop addons and on Dolistore

Awarded by Prestashop Addons Team as Contributor of the Year 2016.

Expertise level statut SuperHero & Developed by a Top Developer, + 3700 downloads and modules installed, rate reviews 5/5. (Sources PrestaShop Addons) Best sellers in its category. Best sellers in its category on Prestashop Addons Third-party Data Integration (CRM, ERP).

Synchronization Module CyberOffice from Prestashop to Dolibarr ERP/CRM

CyberOffice description module

The module CyberOffice for Prestashop and Dolibarr ERP/CRM synchronizes automatically with webservices (automatics flows) data from your Prestashop store to Dolibarr ERP/CRM. It synchronizes in real time via webservices all the events carried out on Prestashop to Dolibarr . (Categories, products, combinations, prices, stocks, images, characteristics, customers, orders, invoices, payments, bank accounts ...)

CyberOffice can be installed at any time in the life of your Prestashop store. It is recommended to put it in place when you have obtained your first sales and you control the processes of use of your shop. If you are testing, consider when going into production to sync categories and products again.

Features

Designations

Prestashop

Dolibarr

Prestashop compatibility

1.6 to 1.7.xx (1.6.2 module)

>8.xx (module version 8.0.0 and Php 8)

Dolibarr and DoliCloud compatibility

10.0 to 16.x (1.6.2 module)

17.x (module version 8.0.0 and Php 8)

Compatibility mutuals servers or dedicated servers with SOAP

Webservices (automatic)

Synchronization from Prestashop to Dolibarr

Easy installation by module

Multi-stores (several shops in the same Prestashop connected to a single Dolibarr ERP/CRM)

Multi-shops (several independent Prestashop connected* to a single Dolibarr ERP/CRM)

Catégories

Products and combinations,(variant activation on request, requires our MyCyberOffice module), features

Prestashop synchronized specific prices (requires the Dolibarr Price List module)

References

Barcode UPC and EAN13 and ISBN for 1.7 version

Clients (historical recovery choice depending on the date)

Orders (historical recovery choice depending on the date), incremental synchronization

Invoices (historical recovery choice depending on the date)

Stocks (synchronization choice), choice of warehouse to use depending on the carrier

Payments (Association to different bank accounts)

Order and invoice statuses, payment (v8) of your choice for synchronization

Creating Shipping (modifiable wording, addition of the carrier) and Discount creation (modifiable wording), Wrapping for gift packaging (modifiable wording)

Prestashop number shop / order / cart visible in Reference customer in order & invoice

Long description Prestashop product added extrafield

Multi-currency orders and invoices synchronized in currency on Dolibarr

The second module MyCyberOffice automatic synchronization from Dolibarr to Prestashop is available on extensions marketplace Prestashop Addons and DoliStore

*Requires a license by Prestashop. CyberOffice 8 and MyCyberOffice 8 versions must work only between them in php8.

Easy to install Dolibarr and Prestashop Module

1.Video module install

2.Video module using

3.Video Multi-stores and categories (Categories are essential for product synchronization)

Prestashop Module

1-Add a new module, load Cyberoffice.zip

2-Configure CyberOffice

Id

Descriptions

Details

1

Dolibarr Webservices Key

Copy the generated key in Dolibarr ( Dolibarr / webservices )

2

Path Dolibarr

Copy entire url Dolibarr without forgetting / at the end

3

Authentification Dolibarr

This is the connection login Dolibarr (Super Admin) and the corresponding password. (Do not indicate the email address)

4

Entity

Put 1 by default, if you use multi company choose the correct id

5

Warehouse

Warehouse index used (displayed in the URL Dolibarr )

6

Default language

Language used

7

Synchronization statuses

These are the chosen statuses that trigger the synchronization of orders and invoices into Dolibarr. Those default " Payment accepted " " Shipped " " Delivery " correspond to 99% of the uses, if you do not know and let set . If you check them all , there will be permanent synchronization in Dolibarr every state of orders and invoices .

7 to

Only in Version 8

Synchronisation of invoice payment. Must be done on a state present on the other synchronisation statuses "orders" and "invoices". Example: Payment accepted

8

Shop Protocole

Choice http or https

9

Prefix

If your PrestaShop products have no references put what you want to identify your products in Dolibarr. If all of your products have a reference to PrestaShop use {ref } and will be taken and used in Dolibarr.

Your shop must not be in MAINTENANCE MODE

3-Follow instructions CyberOffice infos

Id

Descriptions

Details

1

Install module in Prestashop

In the back office click to add a new module.

2

Download the module_cyberoffice.zip file and install it on Dolibarr with the installer. (Only CyberOffice version 8)

(CyberOffice Version <8 only) Click on cyberoffice.zip module unzip it and place the "cyberoffice" folder and its contents at the root of Dolibarr at the same level as Dolibarr's main directories. (Do not use custom directory)

3

Under Dolibarr : Turn the webservice and generate the key. (home-setup-modules-interfaces modules-webservices) Turn the CyberOffice module

4

Under Prestashop : Set the module. All fields are required

See point 2 above "Configure CyberOffice"

5

Everything is checked green ? Your sync is operational

You should have absolutely all green check marks for the module is functional.

6

Initialize the database "Categories" and "Products"

To process in order as indicated by the " initialization" procedure in the module. Categories are essential for product synchronization.

7

Optionnal : You can sync your existing orders and customers

In CyberOffice tool choose a start date and end to synchronize the history of clients and orders. Please note that customers are often registered before ordering.

Point 6 Initialization: Depending on the number of categories or products, the synchronization period will be shorter or longer, you must wait for the response from the server that will be of type: Response batch 1: sent (in case of timeout, perform synchronization by part). Images : When initializing products, only cover images are synchronized in Dolibarr to avoid overloading the server (timeout). To get all of them in Dolibarr product sheet: 1- Open the product in Prestashop 2- Save it 3- All images will be synchronized in Dolibarr.

Point 7 Synchronize customers according to their creation date in Prestashop. Very often the registration is done well before the order.

Synchronization of orders, if an order does not have its client synchronized it will not be synchronized in Dolibarr. In this case, check the creation date of the customer in Prestashop and make a customer synchronization on this date.

Prestashop server information

Id

Descriptions

Details

8

cUrl extension must be available on your server

cURL must be active on the server for the module to work

9

default_socket_timeout : 60

Current value for the correct functioning of the module*

10

max_execution_time : 165

Current value for the correct functioning of the module and its installation by the wizard*

11

memory_limit : 512M

Current value for the correct functioning of the module and its installation by the wizard *

12

display_error : off

Must be switched OFF for the proper functioning of the webservices.

*The value can be higher but not lower

How synchronization status works

Choose which statuses will trigger the synchronization of orders, invoices and payments* to Dolibarr. If you do not know how to leave the default values that will work in all cases.

*(Payment synchronisation status configurable only in version 8 for the other versions the payment is synchronised at the same time as the invoice.)

What's new in the new version 8.0.0

  1. Supports exclusively Prestashop 8, php8, and Dolibarr 17

  2. Synchronises the payment status: Synchronisation of invoice payment. Must be done on a state present on the other synchronisation statuses "orders" and "invoices". Example: Payment accepted

  3. Allows you to manually synchronise an order to Dolibarr from the integrated button in Prestashop: Synchronisation with Dolibarr

News in the version 1.6.2

-New configuration dashboard present on the module in Dolibarr

  1. Customers : Synchronization of client's language (pdf translation) / Force the name to uppercase

  2. Products : Synchronisation du stock / Do not sync descriptions / UseVariant (Enable on demand )

  3. Orders : 1 discount line per Prestashop discount / Synchronization of Prestashop ref with the order reference / Synchronization of Prestashop ref with the customer reference

  4. Invoices : Provision of the download link on Prestashop (The Dolibarr invoice is present in the customer's backoffice)

News from version 1.5.x

-For countries with double tax

In some countries as Canada, Brazil, Spain, Portugal, Tunisia, the USA, etc…. Products are subject to double tax. The module now manages these double taxes in combined mode and one after the other mode.

-Incremental synchronization of failed orders

After a stop during orders synchronization, click on the "incremental synchronization" button to restart the synchronization immediately after the stop. Avoid relaunching all the orders.

Dolibarr ERP/CRM Module

1-Download and install the module_cyberoffice.zip file with the Dolibarr installer.

2-Enable Webservice module, key protection to copy into Prestashop

If you only have CyberOffice 8, the eshop_webkey field of the store must be empty. If you have MyCyberOffice 8 the field will automatically retrieve the value of the Prestashop web key indicated in MyCyberOffice on Dolibarr (Auth Key).

3-Enable CyberOffice and categories module (Multi-module tools)

Activate barcodes only if they are all present in Prestashop products

-Activate the services module

4-Automatic creation of discounts and shipping and packaging wrapping costs*

The labels can be changed according to your needs.(*see further news)

5-Check if a warehouse is open

and the VAT filled with identical Prestashop

6-Stocks synchronization and

set method of decrementing stocks

7-Link modes of payments with bank accounts after the PrestaShop database related.

Banks choice appear once the connection made with the Prestashop database

What's new in Version 1.6.2

Many new features configurable from the new dashboard

Customers :

Synchronization of the language chosen by the customer (PDF translation): YES / NO

Force the customer's name in uppercase: YES / NO

Products :

Stock synchronization: YES / NO

Do not synchronize descriptions: YES / NO

Synchronization variant <-> combination: YES / NO

Orders :

1 discount line by Prestashop discount : YES / NO

Synchronization of the Prestashop reference with the order reference: YES / NO

Synchronization of the Prestashop reference with the Ref.customer: YES / NO

Invoices :

Provision of the download link on Prestashop: YES / NO

In Prestashop, invoices must be activated on the Order States used.

The 2 platforms must have the same level of http or https in order to ensure a good connection between them.

What's new from version 1.5.5

-Addition of the carrier after the PrestaShipping service in the order and invoice

-Decrease in stocks by carrier

It is possible to associate a carrier with a stock in order to decrement the stock of his choice according to the carrier

Go to Setup / Dictionaries and open cyberoffice_carrier_warehouse

Associate the IDs of Dolibarr warehouses with the IDs of Prestashop carriers

The corresponding id of the existing carriers in Prestashop

Decreases on each of the stocks

-Multi-currency orders and invoices on Prestashop are synchronized in currency on Dolibarr

Order in $ on Prestashop synchronized in $ in Dolibarr

Order in $ on Dolibarr

-Specific Prestashop prices synchronized on Dolibarr (requires the Price List module of Dolibarr)

Install and activate the Price List module in Dolibarr (Available on Dolistore)

-New wrapping service

The wrapping prices are now on a separate line in the Dolibarr order with the creation of a new service "PrestaWrapping"

In Prestashop : Shop Parameters / order settings

Prestashop order with wrapping + VAT

Synchronized order with wrapping in Dolibarr with the PrestaWrapping line

Features and tricks

Advices

Precisions

Combinations without variation

In the case of variation without variation, a product=declination is created and the details of the variation are added to the product label

Product references

Product reference is automatically created with management of duplicates (increment). Using the code {ref}

Import

If you are importing and updating your products with csv, always remember to initialize your products again so that your changes are synchronized in dolibarr.

Categories

To synchronize in Dolibarr categories and products only, simply unhook module in actionOrderStatutPostUpdate.( Modules / positions )

PHP

Directive PHP allow_url_fopen must be ON on Dolibarr server so that images can be imported

Dolibarr 5

With Dolibarr 5.xx change the $ dolibarr_nocsrfcheck = 1 variable in the conf.php file if you have a message in the module on Prestashop.

https

When securing the url of the shop from http to https, it is possible to intervene in the "const" table of Dolibarr (mysql) and retrieve the value of the old shop (http) and copy it to the the value of the shop (https). This will prevent any synchronization again and have duplicates in Dolibarr. It is also possible in the module at the address of the store to add an "s" (https). Do not forget to do the same in the tree of the existing category (tags / categories).

First name / Name

*To reverse in Dolibarr the order of the civility of the contacts and to change them from Name and First Name to First Name and Last Name. Go to configuration / display / Display order name / first name

Orders invoices

*If you want this reversal First Name / Name to be reflected in the orders and invoices. In the file server_customer.php of the module CyberOffice on Dolibarr to the line 245 invert the fields. Now : $ newobject-> name_alias = ($ customer ['company']? $ customer ['lastname']. ''. $ customer ['firstname']: ''); Change like this : $ newobject-> name_alias = ($ customer ['company']? $ customer ['firstname']. ''. $ customer ['lastname']: ''); You will need to make this change during each update.

Pack of products

To correctly synchronize and decrement the product packs, you must create a standard product on Prestashop. This will contain informations and images that will indicate that it contains multiple products. (Do not use Pack of product when creating) On Dolibarr you have to add the child products to this parent product in the Kits tab, as well as the composition to decrease stocks. During sales on Prestashop the father and the sons will be decremented on Dolibarr

Fusion Cyberoffice

This new functionality makes it possible to merge customers synchronized from Prestashop and already present on Dolibarr into Dolibarr.

1-Search for your customer in the left area with the search tool. 2-Click on icon to launch the search 3-Select the customer (in blue once selected) 4-Click in the right area on the icon with +. The system will display matching clients with the same name, same email, etc... 5-Select the customer in the right area (in blue when selected) 6-Click on the merge button import_key indicates the corresponding shop: P01 = shop 01

Using the Multi-Company module

Enter the same webservices key

Advanced Features

Compatibility label with CyberOffice

We have created a quality label, which guarantees a perfect compatibility of the modules with CyberOffice.

Label

Module

Description

Synchronization of information from Dolibarr to Prestashop (Control of the shop from Dolibarr)

Cashdesk software for Dolibarr (counter sale for merchants with a physical shop)

Automatic sending of responsive marketing emails with discount voucher for products seen by your customers on your site. Automatically add additional blocks to the mail (Products added and abandonned to cart, new products).

Copyright all rights reserved - CyberOffice - 2016-2023

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