Magento 2 Setup Guide
During the channel installation process, there are two ways to log in:
- By providing your email and password, the same credentials used to access your Magento Dashboard.
- By selecting the "Use Access Token" option and entering the access token obtained from your Magento store.
To log in using the first method, you can proceed directly to the "Installing the Magento 2 Sales Channel" section by skipping the following section.
Obtaining the Access Token from Magento 2
You can acquire the credentials needed for setting up your sales channel by visiting this page. Our page provides step-by-step guidance on obtaining these credentials, which are essential for the setup process.
Installing the Magento 2 Sales Channel
1. Start by opening your Orders account and logging in to your dashboard. Look for the "Settings" icon on the top-right corner of the page. Click on it to access the Sales Channels section.
2. Once you are in the Sales Channels section, you will see a list of available integrations. Look for "Magento 2" and click the "Install Channel" button next to the Magento 2 logo to proceed with the installation.
3. You will need to provide some information to complete the process.
- Name: In the field provided, you can enter any name. However, it is recommended to choose a name that has meaning to you, such as "Magento 2," as it will serve as an apparent reference for the source of the order in the future.
- Domain: In this field, input the URL you use to access your Magento platform, also known as the domain.
- Username, Password, Access Token: Fill in these fields depending on your preferred connection method.
Once you have filled in the required fields, click on the "Submit" button at the bottom-right corner of the screen.
4. Congratulations! You have now successfully set up your Magento 2 sales channel on Orders. You can now start selling your products on Magento 2 and manage your orders directly from your Orders dashboard.