First, you need to set up the Magento REST API so Datatrics can access orders, products and customers.. Later on, you need to create a SOAP user, so Datatrics can access your product categories.

REST API

1. Create Application

In Magento's administration panel, go to System > Web Services > REST - OAuth Consumers. Choose "Add New", enter a clear name (ex.: Datatrics) and type in your password in the appropriate field. Note that both Callback fields are not required. Take note however of the Key and Secret field values as you will need to enter them in the Datatrics Magento Channel form to authorize access. You need to also fill in the website url and admin url. Be aware that you have selected version is 1.9 and lower.

2. Create and assign a role 

In Magento's administration panel, go to System > REST - Roles.
Choose "Add New" and create a new role with a clear name for this integration (example : Datatrics). This role needs at least read permission on Customer, Orders, Products, Stock and Categories, so Datatrics can integrate correctly.

The following print screen is an example of the REST Roles Admin, Customer and Guest.

3. Check REST Attributes

In Magento's administration panel, go to System > REST - Attributes.
Check if the management attribute is available and it has access to all resources. If this role is not available create a new attribute with the name Admin and grant it access to all resources.

The following print screen shows the three available roles.

4. Create user

In Magento's administration panel, go to System > Permissions > Users.
Select your account and click on the button REST ROLE in the left hand menu. Assign the just created REST role and save the user.
The following print screen shows the menu on the user permissions page.

5. Connect

After you have filled in every field in the Datatrics Magento channel you need to click on the button “Connect to Magento“.
A common error is that for example https://yourdomain.com/api/rest is unavailable. When this error occurs you need to grant Datatrics access to the REST API. Your system administrator can grant Datatrics access to the page /api/rest. The following hosting party documented how to deal with this error;

SOAP USER

1. User permissions 

In Magento's administration panel, go to System > Web Services > Soap/XML-RPC-Roles.
Choose "Add New" and create a new role with a meaningful name for this integration (example : Datatrics). This role needs at least read permission on Customer, Orders, Products, Stock and Categories so Datatrics can integrate himself correctly.

2. Create User

In Magento's administration panel, go to System > Web Services > Soap/XML-RPC- Users. Choose "Add New" and create a new user with a clear username for this integration (example: Datatrics). Take note of the User Name and New Key API field values in Magento as you will need to enter them in the Datatrics Magento Channel form (username & password field) to authorize access. After you filled in the user details in Datatrics and saved the settings, go to the tab Role of the user and assign the SOAP Role you just created.

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