Magento 2

This article will walk you through the necessary steps to successfully create a Surfside Source integration with Magento

Once Completed you will be able to:

• Create and model audiences based on Magento transactions
• Measure your Advertising and Marketing campaigns tied to Magento transactions

Setting up your Magento integration:

1. To generate an access token, following the below steps within your Magento instance:

• Step 1: Firstly, log in to your Admin, then go to System > Extensions > Integrations to open the Integrations page.
• Step 2: Next, to display the New Integration page, click Add New Integration
• Step 3: In the Name field, enter a unique name for the integration. Then, in the Your Password field, enter your admin password. With the remaining fields, you can leave it blanks.
• Step 4: Click the API tab. And choose the Magento resources which the integration can access. You are allowed to choose all resources or a custom list.
• Step 5: To save your changes and return to the Integrations page, click on the Save button.
• Step 6: In the next step, click on the Activate link in the grid which corresponds to the integration that has just been created.
• Step 7: Finally, click on the Allow button. After you have clicked the button, a dialog which is similar to the following one will be displayed.

2. Once you have completed step 1 and have your Magento Admin Access Token login to your Surfside account and create a new Source by going to https://app.surfside.io/create/source

3. Select your Account and a define a Name for your new source, select Commerce as the source type.

4. Select Magento as your Commerce datasource.

5. Enter the Admin Access Token provided in Step 1 and define the Start Date you would like to import data from.

6. Define a schedule frequency and click Review.

7. Select the desired streams to import, click Save and then Finish to create your new Magento Source.

8. You have now completed the Surfside / Magento integration.