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Example code of zaius/zaius-magento-1

Informations about the package zaius-magento-1

Zaius Magento 1 Connector

Integrate Zaius directly into your Magento instance using the Zaius Magento 1 Connector.

Getting Started

These instructions will get you a copy of the project up and running on your local machine for development and testing purposes. See deployment for notes on how to deploy the project on a live system.

Prerequisites

  1. Magento 1 "^1.9.x"
  2. PHP 5 >= 5.5.0, PHP 7
  3. (OPTIONAL) Composer

Installing

Composer

By far the quickest and easiest way to install and maintain the Zaius Magento 1 Connector is to use Composer. Unfortunately, Magento 1 was built before Composer, and therefore does not support it out-of-the-box. However, it is easy to get composer and Magneto 1 working together. To install Composer, one will need access to the server command line.

To test the installation, run:

Composer is now globally installed on your server.

To install the Zaius Magento 1 Connector with composer, you can place the file composer.json.example into your Magento 1 root directory (without the .example extension).

If you already have a composer.json file, add the required libraries from composer.json.example into it.

Once these requirements are noted, installing the Zaius Magento 1 Connector is as easy as running a simple command from the root of your Magento instance:

This will download the necessary files for Composer to work with Magento 1, as well as the Zaius Magento 1 Connector and the Zaius PHP SDK.

ZIP

  1. Download the Zaius Magento 1 module archive from Git: https://github.com/ZaiusInc/zaius-magento-1/archive/master.zip
  2. Extract the contents of the ZIP file to /.

In a correct directory structure, you will find the Zaius Magento 1 Connector files in /app/code/community/Zaius

Setting Up The Connector

Part 1: Setting Up A SOAP Role & User

imTLBMb8R8CmhcwZTeig_Screen%2520Shot%25202016-04-07%2520at%25208.53.34%2520AM.png

In order to use Magento with Zaius, a user with SOAP API permissions must be created.

  1. From the System drop down menu, navigate to the Web Services -> SOAP/XML-RPC Roles child sub-menu.
  2. Click Add New Role in the upper right. a. Enter a name for the Role, such as zaius_engage. b. Click Role Resources in the left-hand menu. c. Tick the box next to Zaius Engage. this will enable all Zaius Engage API methods for this SOAP user. d. Navigate back to Role Info in the left-hand menu, and enter the Current Admin Password in the box provided. e. Click Save Role in the upper right.
  3. From the System drop down menu, navigate to the Web Services -> SOAP/XML-RPC Users child sub-menu.
  4. Click Add New User in the upper right. a. Fill in the appropriate required fields. User Name: create a simple user name; e.g. zaius_engage. API KEY: create a 'password' for the user name to authenticate with; e.g. password123. b. Click User Role in the left-hand menu. c. Select the appropriate role for the new SOAP user. In our example it is zaius_engage. d. Click Save User in the upper right.

The username and API key specified will be provided to Zaius in order to enable the integration.

Part 2: Integrating with Zaius

Enter the username, API key and the URL endpoint on your server into the boxes found in the integrations screen in the Magento box. The API URL is typically of the form: "http://your-magento-server/api/v2_soap?wsdl=1"

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Part 3: Configuring Zaius Engage

Zaius Engage

Zaius Schema Update

Zaius Localizations

Many Magento sites support multiple language/currency code combinations, and create each one as a separate store_view. Zaius has added support for this workflow.

The Zaius Localizations feature in the Zaius Engage module adds support for such sites. The feature automatically detects those store_views configured as localizations and sends additional, localized versions of products. These products provide all information necessary to generate dynamic product grids in your customers' preferred languages, even when the products shown are not necessarily products they have explicitly interacted with.

At this point in time this feature is in a beta phase, which means that the Zaius support team must make certain updates on the Zaius platform to fully utilize this feature. Please consult with your CSM to get those changes made prior to initializing this feature.

Zaius Batch Updating

Many Magento sites have a variety of backend processes which run direct SQL inserts and updates, especially ERPs. When the Magento database is modified via direct SQL, Magento's Observers don't know that there are updates to inform other technologies (like Zaius) about. This can cause those technologies to desynchronize from the Magento dataset.

To account for this, Zaius has built a Batch Update module which lives in Magento. This feature causes Magento to regularly look through the database to find those products, customers, and orders which have been updated since the last time it scanned through.

Zaius Double Opt-in

Part 4: Run the Bulk Import in Zaius

Zaius supports the bulk import of customers and product data via CSV files.

CSV's can be uploaded directly from the app. To upload a CSV, navigate to Cog (Administration) -> (Data Management) -> Integrations -> Upload CSV.

File Naming File Format Fields and Data Types Orders

Part 5: Using the Event Inspector

Once events are being sent to Zaius' APIs, you can confirm Zaius is receiving your data and see what data Zaius is receiving. This is done via the Event Inspector in the Zaius UI.

To access the Event Inspector, navigate to Cog (Administration) -> Event Inspector.

  1. Click "Start Inspector". Your API calls will now be recorded and made visible in the UI by clicking "Refresh".

Client Testing Routine

In order to test the connector, clients are encouraged to try the following after the steps above are finished and the connector is set up.

Frontend testing:

Backend testing:

Every listed event above will trigger an update to Zaius

Zaius Engage Events

Global Events

Event Method Trigger Triggers Notes
cataloginventory_stock_item_save_after Zaius_Engage_Model_observer_Stock_Item::saveAfter Catalog -> Manage Products -> (Edit Product) -> Inventory -> Qty -> Save Product
sales_order_place_after Zaius_Engage_Model_Observer_Order::orderPlaced Sales -> Orders -> (Create New Order) || (Select Order) -> Reorder
sales_order_save_after Zaius_Engage_Model_Observer_Order::orderSaved Sales -> Orders -> (Select Order) This event triggers only if an Order is under the following states, but not originally of the following states:
sales_order_payment_cancel Zaius_Engage_Model_Observer_Order::cancel Sales -> Orders -> (Select Order) -> Cancel _cataloginventory_stock_item_saveafter for n items.
_sales_order_saveafter
sales_order_payment_refund Zaius_Engage_Model_Observer_Order::refund Sales -> Orders -> (Select Cancelled Order) _cataloginventory_stock_item_saveafter for n items refunded.
customer_save_after Zaius_Engage_Model_Observer_Customer::entity Customers -> Manage Customers -> (Edit Customer) -> (Save Customer)
customer_address_save_after Zaius_Engage_Model_Observer_Customer::entityFromAddress Customers -> Manage Customers -> (Edit Customer) -> Addresses -> (Save Customer) _customer_saveafter

Frontend Events

Event Method Trigger Triggers Notes
checkout_cart_add_product_complete Zaius_Engage_Model_Observer_Product::addToCart Add product to cart.
sales_quote_remove_item Zaius_Engage_Model_Observer_Product::removeFromCart Remove product from cart.
wishlist_add_product Zaius_Engage_Model_Observer_Product::wishlist Add product to wishlist.
customer_register_success Zaius_Engage_Model_Observer_Customer::register Register a customer account.
customer_login Zaius_Engage_Model_Observer_Customer::login Login with a valid customer account.
customer_logout Zaius_Engage_Model_Observer_Customer::logout Logout from a valid customer account.
newsletter_subscriber_save_after Zaius_Engage_Model_Observer_Newsletter::subscriptionChange Subscribe or unsubscribe from a newsletter.

Adminhtml Events

Event Method Trigger Triggers Notes
catalog_product_save_after Zaius_Engage_Model_Observer_Product::entity Catalog -> Manage Products -> (Edit Product) -> Save Product cataloginventory_stock_item_save_after
admin_system_config_changed_section_zaius_engage Zaius_Engage_Model_Observer::adminSystemConfigChangedSection System -> Configuration -> Zaius Engage -> (Modify ANY Value) -> Save Config This method can be removed, as it was used in development for easy testing of batch updates.

API Methods & Options

All API methods accept limit & offset options:

Limit: Allows you to limit the number of results in the returned payload.

Offset: Allows you to offset the results in the returned payload. If we wanted to only return records over 16, set "offset" => 15.

Method Options (type) Input Payload File Line
locales \\Zaius\Engage\Model\Api.php 12
customers \\Zaius\Engage\Model\Api.php 60
products \\Zaius\Engage\Model\Api.php 165
orders \\Zaius\Engage\Model\Api.php 371
createCoupons \\Zaius\Engage\Model\Api.php 667
subscribers \\Zaius\Engage\Model\Api.php 761
configuration \\Zaius\Engage\Model\Api.php 830

locales

Request:

##### Method: ##### Request: **No Special Parameters**

Response:

customers

Request:

##### Method: ##### Request:

Parameter Type Usage Required
updated_at string Use this parameter to filter your results by a specific updated date. No
created_at string Use this parameter to filter your results by a specific created date. No
id string, int Use this parameter to filter customers by ID. No
email string Use this parameter to filter customers by email. No
Response:

products

Request:

##### Method: ##### Request:

Parameter Type Usage Required
updated_at string Use this parameter to filter your results by a specific updated date. No
created_at string Use this parameter to filter your results by a specific created date. No
type_id string Use this parameter to filter simple or configurable products. No
store_view_code string Use this parameter to filter products by a valid store view. No
append_store_view_code string, bool Use this parameter to append a $LOCALE$ delimiter and the store_view_code to the product ID. No
synthetic_upsert_default string, bool Use this parameter to provide a "synthetic upsert" for the default config to contain "productid_localestoreview". No*
product_id string, int Use this parameter to filter products by ID. No
sku string Use this parameter to filter products by sku. No
Response:

orders

Request:

##### Method: ##### Request:

Parameter Type Usage Required
updated_at string Use this parameter to filter results by a specific updated date. No
created_at string Use this parameter to filter results by a specific created date. No
refund bool Use this parameter to filter results to include only refunded orders. No
cancel bool Use this parameter to filter results to include only cancelled orders. No
id string, int Use this parameter to filter order results by increment ID. No
entity_id string, int Use this parameter to filter order results by entity_id No
customer_id string, int Use this parameter to filter order results by customer_id. No
email string Use this parameter to filter order results by customer email. No
Response:

createCoupons

Request:

##### Method: ##### Request:

Parameter Type Usage Required
rule_id string, int Use this parameter to apply coupon creation to a specific shopping cart rule. Yes
format string Use this parameter to apply a format to generated coupon codes of a specific shopping cart rule. No
qty string, int Use this parameter to generated a specified number of coupons. No
length string, int Use this parameter to generated coupons of a specified length. No
delimiter string Use this parameter to add a delimiter to generated coupons. No
dash string, int Use this parameter to generate dashes in coupon codes every X characters. No
prefix string Use this parameter to add a prefix to generated coupon codes. No
suffix string Use this parameter to add a suffix to generated coupon codes. No
Response:

subscribers

Request:

##### Method: ##### Request:

Parameter Type Usage Required
updated_at string Use this parameter to filter your results by a specific updated date. No
created_at string Use this parameter to filter your results by a specific created date. No
Response:

configuration

Request:

##### Method: ##### Request:

Parameter Type Usage Required
zaius_tracking_id string Use this parameter to filter your results by a specific Zaius Tracking Identifier. No
Response:

Changelog

Version Release Log
0.14.0 2019-01-25 Removed bulk import legacy subscriber states which had no effect in Zaius.
 Added list support to bulk subscriber imports
Removed unnecessary product listing events which caused significant performance issues.
 Cleaned up localizations for broader compatibility.
Further updated double opt-in workflows against a stricter audit. Added default to ensure visibility in configuration.
 Added parameter to subscriber API to enable pulling a particular subscriber by email address (for troubleshooting purposes)
0.13.4 2018-11-05 * Updated beta support for double opt-in workflows.
0.13.3 2018-10-22 Added beta support for double opt-in workflows
 Cleaned up potential undefined case when getting subscriber information (which would have appeared in logs, but didn't interrupt tracking or loading)
0.13.2 2018-09-19 Hotfixes for a variety of bulk import errors
 Minor tweaks to localizations code for broader compatibility
Additional logging of errors to Zaius-specific logs
 Added product availability field which is populated using the Magento "getIsSalable" function.
0.13.1 2018-07-13 * Hotfixes for tracking live updates to products when using new localizations feature.
0.13.0 2018-07-12 Localizations Update: Adds support for localized store_views, including inheritance, linking between languages, varied currency reporting, and more. (During the public beta phase, configuration requires support from the Zaius team, please contact your Customer Success Manager)
 Improved support for configurable products (more to come)
* Improved and extended APIs to enable the Zaius support team to provide more accurate troubleshooting, more quickly.
0.12.2 2018-07-12 * Hotfixes for Coupon Code Support which addresses a case where coupons were not setting the appropriate type, causing the generated codes to be usable multiple times.
0.12.1 2018-06-20 * Hotfixes for Batch Updates which cover more environments and improve consistency of APIs.
0.12.0 2018-06-04 Further fix for Customer address import issues causing some addresses to be cut off prematurely. If affected, install the update, then ask Zaius Support to reimport customers for you.
 Fix for subscriber import and updates ensuring subscribe events are appropriately timestamped - prevents a subscriber synchronization causing all subscribers to appear actively engaged within Zaius.
* New Feature: Batch Updates. In certain situations, updates (frequently to products) are not detected by Magento, which meant Magento never updated Zaius. This could cause Magento and Zaius to get out of sync. We've added an optional component which will configure Magento to send regular updates to Zaius. When activated, this feature will add columns to Magento databases (zaius_created_at and zaius_updated_at) so that the batch process can send us updates of only new and updated data points. While we have not previously identified cases beyond the products feed, this feature is available for products, customers, and orders (but not refunds or cancellations). Please see "Enabling Batch Updates" above for details on configuration.
0.11.1 2018-05-14 * Fix for Customer address import issues causing some addresses to be cut off prematurely. If affected, install the update, then ask Zaius Support to reimport customers for you.
0.11.0 Support Magento EE Full Page Cache
0.10.2 Fixed for WS-I compliance for python and .NET clients.
0.10.1 The initial data ingest will no longer fail if orders correspond to an invalid Magento store.
0.10.0 Zaius works with Magento when WS-I mode is enabled.
0.9.0 In-stock information/quantity remaining is now provided for items each time they are purchased.
0.8.3 Orders now use base currency, rather than native currency.
0.8.2 Fix a regression in support for older PHP versions where the plugin would not work correctly.
0.8.1 Every API call to Zaius now submits data via an encrypted connection.
0.8.0 Allow product/order/customer ids to be prefixed by a unique id to allow multiple magento instances to be pulled into a single Zaius account.
0.7.2 For products, Zaius now uses the "media URL" for an item, rather than the cached, rescaled version of an image.
0.7.1 Provide product brand information from the Magento manufacturer field.
0.7.0 Add support for generating unique coupon codes via Zaius campaigns.
0.6.11 Fixed a potential problem with cart abandonment link handling.
0.6.10 Support installs with php up to 7.1.2
 Fix a bug where cart abandonment required a static cart creation time (other Magento plugins can change the cart creation timestamp) resulting in problems with cart abandonment campaigns.
0.6.8 Backend order tracking now correctly handles orders that move directly from "pending" to "complete". Previously, because "processing" was skipped, the order purchase event was not being sent. This only applies if the "Track Orders on Frontend" option is turned off.
0.6.7 Cart Abandonment links now work for installs with multiple servers.
 Orders are now tracked when the order moved into the "processing" state, rather than when it is created (only if the "Track Orders on Frontend" option is turned off).
0.6.6 UTM parameters are passed along during abandoned cart redirects.
 Custom fields are now optionally returned on products.
* The plugin version number (0.6.6) is provided back to Zaius when data is sent to Zaius, to aid in debugging.
0.6.4 Abandon cart links work more reliably with Zaius Engage.
 Product images are now correctly imported into Zaius.
0.6.2 Provide historical information about customer unsubscribe status upon customer ingest.
0.6.1 Bug fixes related to posting of backend orders and product entities..
0.6.0 Default orders to be produced via the Magento backend, rather than relying on the post-order page fully loading.
 Fix an issue related to UTF-8 corruption in billing address which could cause lost orders for customers in foreign locales.
0.5.7 Allows cart abandonment to work for customers who are not logged into the system (but whose identities can be inferred through user stitching).
0.5.5 Minor bugfix related to producing errors instead of exceptions on missing image files.
0.5.4 Minor bugfix related to incorrect processing of purchases entered from the admin console.
0.5.3 Changed order tracking strategy to work more reliably with checkouts involving redirection to third party payment processors.
0.5.2 Capture image_url and description for product entities.
0.5.1 Provide information for shopping cart abandonment campaigns.
0.5.0 Support order cancellation and order refunds.
0.4.0 New bulk retrieval API to streamline and generally improve the initial import process.
 Capture price for product entities.
* Capture associated Magento website, store, and store view on all events (and bulk imported orders) to aid in scoping and analysis.
0.3.2 Fixed order tracking bug that was causing multi-shipping checkouts to fail.
0.3.1 Added safer handling of potentially missing internal data fields. If you are having trouble with the checkout process not completing, this should fix the issue.
 Explicitly reverts to anonymous mode upon customer logout.
0.3.0

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