To add your Magento webcart to your Expandly account, you will need to have your FTP (file tranfer protocol) details to gain access to your web server. If you do not know your details, please contact your host or access your hosting solution and check their website how to find these details.
In your Expandly account, go to Configuration > Manage Sales Channels. Here you can add and manage your sales channels.
To add a new sales channel, click on the Add Sales Channel button on the right-hand side of the page.
You will be displayed the list of all the current Sales Channels that we integrate with. If you look down the list, you will see the Magento logo, please click on it.
A popup will appear that will give you information on the integration and also provide you with some links to the support guides. It will also provide a link that will allow you to create a Magento account if you do not currently have one. All you need to do on this popup is click the Connect button.
The setup section of the wizard will open and it is here that you need to enter your Magento information:
- the Account Name is simply the name that will appear on Expandly. Please note if you have more than one account you will have to give them unique names.
- the store Url is simply the link to your website.
This is where you will need your FTP details. In order to connect your Magento account to Expandly we need to add a bridge file. There are two options for adding the bridge file to your web server, you can either do it manually or we can automatically send the bridge file from Expandly.
Click the checkbox next to ‘Please Upload the bridge to my store’.
The FTP fields will appear and allow you to enter them.
- the Host is the web server IP address or the FTP Url
- the port is defaulted to 21 unless you have changed this
- the Login and Password are simply the username and password that are used to access the server
- the store path is the location on your web server where the website is hosted, in most cases it will be ‘/public_html’ but it might be different if you have changed it
If for any reason the automatic way didn’t work or you would just simply prefer to do it manually then instead of clicking the tick box, click the ‘Download Connection Bridge’. It will then download the zipped bridge file to your system.
When the file has downloaded, you will need to unzip it.
Once you have the extracted bridge folder it’s now time to access your web server. If you are using a hosting solution that provides its own file manager interface, you can use that but if not, you can use an application like FileZilla.
When you are in your web server find the ‘Public_html’ folder. If you do not have this then you can use the root folder.
Separate to this open the bridge folder that you extracted on your system earlier. There will be another folder inside called bridge2cart. You need to upload this to the ‘Public_html’ folder. The method of doing this will depend on your system, but you could try copy-&-paste or drag-&-drop etc.
If all is correct click on the Next button.
It will open the Connect section. All you have to do is click the Connect button
It will display a success message if the bridge was installed correctly. Congratulations, you have successfully added your Magento account!!
Alternatively, if it displays an error message, you might need to install the bridge file again and then retry connecting.
Should the problem persist, please get in contact via our live chat or submit a ticket via our support page: https://expandly.zendesk.com/hc/en-us.
!Please Note - Orders will not be downloaded from this account until your map the order statuses. Please follow this Guide to set this up.