TrainingUser Guide


Using Magento

Installation and Setup

Please follow these steps to install Magento and establish a connection between LightSpeed and your Magento database. Please note that LightSpeed does not host Magento. For more information on Magento hosting, see http://www.magentohosting.biz/magento-hosting-requirements/.

The Magneto support in LightSpeed only works with Magento Community versions 1.4, 1.5 and 1.5.1. The 1.6.x versions contain an issue which prevents third-party plugins such as our connector from accessing the store, so these versions cannot be used. New Magento users should download 1.5.1 from http://www.magentocommerce.com/download under the Release Archives tab.

1. Install Magento

Follow the installation guide from Magento's website to install Magento: 

2. Install Lightspeed Connector (Magento Extension)

  1. As Magento administrator, go to System > Magento Connect > Magento Connect Manager > Login with admin credentials 
  2. Enter in the extension key for the Lightspeed Connector. (Click here to get the extension)

3. Setup Magento Users and Roles

  1. Go to System > Web Services > Users and click on the Add New User button. Add new user
  2. Go to System > Web Services > Roles and click on the Add New Role button. Add new role
  3. Go to System > Web Services > Roles and select the newly created role.
  4. Click on Role Resources and change Custom to All or check all check boxes.
  5. Go to System > Web Services > Users and select the newly created user.
  6. Assign the user the newly created role.

4. Setup Taxes in Magento

Click Taxes.doc for the Tax setup guide. 

5. Setup Payment Methods in Magento

  1. In Magento, to set up a payment method, go to Admin Panel > System > Configuration > Payment Methods
  2. There will be a list of payment methods to choose from. The title of the Magento payment method must be the same as the name of the corresponding payment method in LightSpeed.

It is the user's responsiibility to set up the payment method in both LightSpeed and Magento. In LightSpeed, the user is to create a Payment Method under Tools > Setup > Basics > Payment Methods. For each payment type in Magento, a corresponding Payment Method must exist in LightSpeed which has the same name as the Payment Method title in Magento. The payment method should be of typeWeb Payment.

PLEASE NOTE: The "Password" setting in LightSpeed is actually the "API Key" setting in Magento's User setup.

6. Setup Lightspeed for Magento

  1. In LightSpeed, go to Tools > Setup > eCommerce > eCommerce and select Magento and click Save
  2. Go to Tools > eCommerce > Setup 
  3. Enter in the Host, Username and Password (API Key)

eCommerce Setup Panel

  • Magento Setup Window

    7. Run an upload from Lightspeed

    1. Go to Tools > eCommerce > Magento, and click Update Store

    8. Setup the root category

    1. The root category selected will have its child categories be displayed at the categories in Magento's main home page.
    2. Go to System > Manage Stores
    3. Under the Store Name column, click the store (ex "Main Website Store").
    4. For the "root category", select the "LIGHTSPEED_ROOT_CATEGORY".

    9. Configure Home Page

    For Products that are not assigned to a category to show up on the Magento Homepage, an administrator needs to add a setting. 

    1. As admin, go to CMS > Pages
    2. Select Home Page
    3. Enter in the following content below the "Home Page" heading:

      {{block type="catalog/product_list" category_id=3 template="catalog/product/list.phtml"}}

    SPECIAL NOTE: For Magento orders to change status from "processed" to "shipped", an administrator needs to do this manually.

    1. As admin, go to Sales > Orders
    2. Select Order that is about to be shipped
    3. Click on Ship button in top right
    4. Click Submit Shipment button in bottom right

    Magento Field Mapping

    When using the Magneto connector with LightSpeed 3.6 and above, the following field mappings will apply, illustrated in the graphics below. Note that all of these fields are populated and updated from LightSpeed. Changing any of these fields manually will result in lost information the next time the product is updated in LightSpeed.

    Product Attributes


    Magento Admin Panel

    There are a few additional points to remember about these mappings:

    1. In Magento, the Short and Long Web descriptions (Fields 5 and 6) are required. If you leave them blank in the Product card, the Magento upload process will automatically copy the contents of your Description (Field 2) to these other fields.

    2. Web Price (Field 7) is optional. If this is unchecked, the Sell price from the Info tab will be used.

    3. Keywords are not used for Magento.

    4. The product will not be uploaded until the Sell on Web checkbox (Field 3) is checked for the first time. Once uploaded, unchecking the box will change the Magento status to Disabled.