Connecting OrderPipe to Magento

You’ve registered with OrderPipe and you’re ready to connect your OrderPipe mobile sales dashboard to your Magento webstore.

In the OrderPipe Setting screen click the big button labelled ‘Add Order Source’.

Add Order Source

Then click the Magento button. You’ll be presented with a screen giving you an outline of the steps required to set up a web service user.

Magneto Order Source

You can see the full step-by-step guide to making a web service user post for more details.

Click on the Next Step button and then enter the required information:

1. Magento Store URL

This tells OrderPipe where on the Internet to find your Magento store. For example http://www.shoppingmoa.co.uk is the URL for one of our webstores.

2. Magento API User Name and 3. Magento API Key

Together these second and third pieces of information make up the credentials that OrderPipe will use to access your order information through Magento webstore’s web service APIs. The API Key is much like a password.

You may already have web service credentials set up in your Magento webstore if it’s already connecting to other Internet services. Enter the credentials here.

Or if this is the first time you’ve used Magento web services you’ll probably have to enable them in your Magento webstore by setting up what Magento terms a ‘web service user’. You set it up with a user name and a ‘key’, and these are the credentials that you enter into OrderPipe. It’s not hard to do, it’s the same procedure you’d use to connect your Magento webstore to services such as Shipwire or Shopify.

Here’s our brief guide to enabling Magento web services so that OrderPipe can connect to your webstore.

One common pitfall in the Magento configuration that often catches people out; you must use the ‘System/ Web Services/ User’ menu, not the ‘System/ Permissions/ User’ menu.

Once you have entered your Magento API User Name and Magento API Key into OrderPipe, tap the big ‘Test Connection and Finish’ button. OrderPipe will connect to your webstore and start displaying your orders. It can take a few minutes to make the connection and process the first lot of sales statistics.

If all’s well, there’s nothing more for you to do than go to the OrderPipe main screen and to watch your sales grow.

Adding a Web Service User to Magento

In this post we’ll run though the quick steps to create a new Web Service user. OrderPipe will use this user to call web services on your store, and import the orders in to you mobile dashboard. Please note that as of Magento 1.6.2 there are two types of webservice REST and SOAP. OrderPipe uses the original SOAP based webservices.

Step 1: Create a Role for the Web Service

Go to the Web Service Roles screen from the System menu.

Menu Role

Add a new Role.

Add Role

If you already have a suitable role, feel free to use that instead of creating a new one.

Add Role Name

You might like to call it orderpipe but you can call it whatever you like.

Select Role Resources

Choose selected resources as shown, or all if you don’t care much for security.

Step 2: Create a User for the Web Service

Go to the Web Service Users screen from the System menu.

Menu User

Add a new User.

Add User

Fill in the details, choose any username and key you like, the key should be secure, and unique.

User Details

Choose the orderpipe role for this new user, or an existing role if you did not need to create one.

New User

Then Save your new Web Service user and you’re done!

Adding the Magento store to OrderPipe

Now that you have a web service user and a role, you can add the user to OrderPipe as an Order Source.

Announcing OrderPipe

OrderPipe is the mobile sales dashboard that gives you the real-time sales numbers you’ve always wanted.

Ipads

OrderPipe is a mobile software app used by e-commerce merchants to monitor sales real-time. Access OrderPipe from your iPhone, your iPad, or your web browser.

OrderPipe gives you key sales metrics at a glance, including today’s revenue, number of orders and unit sales, plus graphs of the last 28 days. It highlights today’s top-selling products and it lists recent sales transactions with a drill-down to view the detail of each customer order.

Register now at orderpipe.com for access to the free beta program.

What Makes a Dashboard Mobile?

In the corporate world, business intelligence dashboards are a dime-a-dozen. Take a typical sales dashboard. It might give you beautiful graphs of market share, daily and monthly sales trends and multitudes of other sales analysis tables and graphs. Now view it on your mobile phone or iPad. Would that make it a ‘mobile dashboard’?

I say no. Viewing historical sales analysis on an iPhone or an iPad merely makes it a dashboard-on-a-mobile, not the ideal Mobile Dashboard.

So what constitutes a great Mobile Dashboard?

The clue is in the word ‘mobile’. Mobile means out and about, away from your desk, the convenience of checking in between appointments wherever you are. The mobile dashboard gives you the information you want at your fingertips, up-to-the-minute, throughout the day. Statistics and graphs of historical data, whether last year, last month, or last week, doesn’t change very much during the day. I check my monthly sales report once a month, not 10 times a day. I don’t need monthly or even weekly data on my mobile. I review it on my desktop where the big screen lets me see the trends.

No, for my Mobile Dashboard I want to see what’s happening today.

For me, running an international e-commerce business, it means answering questions like these:

  • How are my sales going today?
  • What have I sold since I last checked?
  • Which products are selling well today?

E-commerce happens 24 hours a day. When you wake up in the morning, the first question is, “How were sales overnight?”

Over a cup of coffee at the local cafe it might be, “Is that special promo we launched today getting good traction?”

Out and about later in the day between meetings it might be, “How are sales tracking today compared to yesterday, and compared to last week?”

These are questions OrderPipe answers real-time with its mobile dashboard. It shows how many orders. How many units sold. How much revenue. And it shows it up-to-the-minute.

That’s what makes OrderPipe not just a sales dashboard on a mobile, but a Mobile Dashboard.