This integration is in beta.

The Aircall-Magento integration has a lot to offer. Aircall will instantly display a customer’s details and link to customer records in Magento when you're on the phone. That way your agents don’t need to manually look for information when they make or receive a phone call.

The best part is that setting up the integration is easy. Before you start, make sure that you have admin rights in both Aircall and Magento.

From your Aircall Dashboard, select Integrations on the left sidebar menu.

  • Select Magento
  • Click on Install

Now you will be guided through three easy steps outlined below.

Step 1: Authenticate Aircall

  • Click on New Authentication This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.
  • Click Add and a pop-up will appear.
  • From the pop-up, click on Authorize to allow this integration to access information about your calls in Aircall.
  • If the integration is successful, you will see a message that says “Authentication for Aircall successfully created.” Once you see this, click on Next.

Step 2: Connect An Aircall Number

  • Select an Aircall number from the drop down to connect to Magento. (Please keep in mind that if you do not select a number it will not be linked.)

Step 3: Authenticate Magento

  • Click on New Authentication This will open a screen for you to add a required Authentication name. (You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.)
  • Enter your Magento Host URL. Your Magento host URL is viewable in the URL when you login to your Magento account (e.g. https://{yourhostURLhere}/admin/customer/index/). It is the text that appears after the “https://” and before the next forward-slash as shown in the highlighted part of the url shown below.

host-url.png
Host-url-2.png


Next, scroll down in Aircall to enter your Magento Access Token. To retrieve this token, login to your Magento account and select System on the left sidebar menu, then click on Integrations (from the Extensions section). Click on the Add New Integration button. Enter a recognizable name (e.g. Aircall), then click Save.

add-new-integration.png
  • Once a new integration has been created, you will see it listed in your Magento Integrations table. Find the Aircall integration that you created and then click on the Activate link in blue.
activate-new-integration.png
  • You will be asked to approve API access. Click on the Allow button
allow-access-token.png
  • Copy the Access Token listed and paste it into the corresponding field in your Aircall configuration screen
access-token.png
paste-access-token.png
  • By default, your access token is only valid for 4 hours. To disable the token expiration for the integration to work, please go to your Magento account and go to Stores > Configuration (under the Settings section).
stores-configuration.png
  • From the left menu bar on the configuration screen, find Services and then choose OAuth. Under the Access Token Expiration section at the top, make sure that the Admin Token Lifetime (hours) field is empty as shown. Make sure that there is no value entered and then Save Config.
access-token-expiration.png
  • Now, while you're still in the Magento Configuration section, it's also a good idea to make sure that a Secret Key is not added to URLs for this integration to work. To do this, go to Stores > Configuration, and find the Advanced section to select Admin. Scroll down in this section to the Add Secret Key to URLs section to make sure that this field is set to No. Then Save Config.
Secret-Key.png
  • Now, return to the Aircall set up screen and click on Add.
  • If the integration is successful, you will see a message that says “Authentication for Magento 2 successfully created.”

Step 3: Create a phone field attribute

  • For the last step, please enter your Magento Host URL for a second time. Your Magento host URL is viewable in the URL when you login to your Magento account (e.g. https://{yourhost}/admin/dashboard/). It is the text that appears after the “https://” and before the next forward-slash as shown in the highlighted part of the url shown below.
  • Next, you will need to create a custom phone field attribute from your Magento admin account. To do this, go to Stores > Customer (in the Attributes section) from the left sidebar menu. Then click on Add New Attribute.
customer-attribute.png
  • Enter the Name as “phone” as a Text Field Input Type. Note that this must match the name that you enter in the Aircall configuration exactly as shown (case-sensitive).
new-customer-attribute.png
phone-field-attribute-code.png
  • Additionally, all of the following attribute values must be marked as “Yes” as shown.
phone-attribute-values.png
  • Once finished, click on Finish.

If the integration is successful, you will be prompted to add numbers to your integration.

Great, your integration is active! Now just connect the Aircall number(s) that you would like to be active for this integration and, that's it! You're all set and ready to get the most out of your Aircall-Help Magento integration.

Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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