Installing and configuring Magento Plugin for HappyFox

Jan 11, 2019

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Overview

HappyFox has a plugin available in Magento Connect through which you can view tickets from your HappyFox account inside Magento. The scope of this plugin is:

Viewing tickets of contacts who are common to both Magento and HappyFox. The email ID of the contact should be the same. This mapping is done via a contact field that should be created on your HappyFox account. The name of the contact field(text type) should be 'magento_customer' and the value should be set to Yes. For contacts that are created newly in Magento, the contact will be created in your HappyFox account automatically and the contact field value will also be set to Yes.
Viewing the status, priority of the tickets from Magento
Viewing tickets of common contacts on the Customers page and Orders page
Direct links to the exact tickets from Magento
Exporting the customers from Magento. This is helpful while setting up the plugin initially. The customers from Magento will have to be exported and imported into HappyFox with the contact field 'magento_customer' set to Yes. The import of the customers into HappyFox can be done via the in app Contact importer
Link to HappyFox support center from the Magento store page
Create new ticket from Magento is not supported, currently.

Installing the plugin

1. Via Magento Connect Manager:

Note: The email ID of the administrator account in Magento should be the same as the email ID of the admin account on your HappyFox account.

Log into your Magento account as the administrator
Click on System >> Magento Connect >> Magento Connect Manager
Login with the admin credentials again
Click on Search for modules via Magento Connect
In the Magento Connect platform, you will have to search for "HappyFox Customer Support" and click on the HappyFox result
Click on Install now
Accept the license agreement and then click Get Extension Key
Select the Key, copy it and then go back to the Magento Connect Manager tab and paste the key in the "Paste extension key to install" text box
Press install to install the plugin
This will install the plugin on your Magento account. You can view the progress at the bottom of the page

2. Via Direct package file upload

In this method you can download the plugin attached to this article and upload it from your local computer.

In the Magento Connect Downloader page, click on Upload file and upload the zip file of the HappyFox plugin
Once you click Upload, the plugin will be unzipped and installed

Uninstalling the plugin

Log into your Magento account as the administrator
Click on System >> Magento Connect >> Magento Connect Manager
Login with the admin credentials again
Scroll down to the end of the page where the plugins are listed and choose Uninstall against the HappyFox plugin
Press the Commit Changes button at the end of the page to uninstall

Configuring the plugin

Enter your HappyFox account name
Create a new API key with sufficient throttle limits in your HappyFox account for the Magento plugin integration. Get the API key and paste it here
Paste the API auth code here (This completes the basic settings)
This setting controls if you want to show the HappyFox tickets in the Dashboard page
There needs to be a separate category (available to Staff & Contacts) in your HappyFox account from where the tickets will be displayed. The category name should be set here.
This setting controls whether you wish to show the HappyFox tickets on the Customers page
This setting controls whether you wish to show the HappyFox tickets on the Orders page
Choose whether you want to display the support tab on the store page
Enter the support widget code from your HappyFox account if you choose Yes above
The name of the ticket custom field (on HappyFox) which should be linked with Magento. This is required to display the tickets in the Orders page.

Once the installation and configuration is completed, you should be able to see the tickets from HappyFox on your Magento account.

Tickets displayed on Dashboard: