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Connecting KeyCRM to an online store

KeyCRM is an online business automation system. It can receive information from many services, which can be systematically processed in a single place. You can pass on to KeyCRM the information from orders made by customers on your website.

Connecting the KeyCRM API key and Source ID to your site
Synchronization of fields between Weblium and KeyCRM
Creation of custom fields in KeyCRM (if necessary)

Tip: You can learn more about KeyCRM in their help center (available in the Ukranian and Russian languages).

Connecting the KeyCRM API key and Source ID to your site

Create an account on the KeyCRM service.

In the left menu, select the Settings section, and click on General. Then, at the bottom of the page, click on the Generate API key button:

Tip: If you have already generated an API key for connecting KeyCRM to contact forms, you can use the same API key here.
Copy the received API key and click on the Save button:

Go to your site's settings on Weblium, and in the section Your store, select the section Settings. Go to the Notifications tab, scroll down the page a little, expand the KeyCRM notifications section, and paste the previously copied API key into the API key field:

Return to KeyCRM, open the Settings section in the left menu and click on the Sources item. Then click on the button Add source:

Fill in the necessary information about the source:
ᅠᅠ1) specify its name;
ᅠᅠ2) select Weblium from the drop-down list;
ᅠᅠ3) add a link to your website (its main page);
ᅠᅠ4) select managers (KeyCRM users) who will have access to orders from this source;
ᅠᅠ5) choose the currency in which orders will be placed;
ᅠᅠ6) click on the Add button.

After creating a source in the left column, hover over the 🛈 icon, which is placed to the right of the source name. In the tooltip, you will find the ID of this source, which is required to connect KeyCRM:

Tip: If you have not created sources on KeyCRM before, your ID will be 1.
Go back to the settings on the Weblium side and enter the source ID in the Source ID field with the same name and click Connect:

Synchronization of fields between Weblium and KeyCRM

To send data from Weblium to KeyCRM, you need to specify which field of the shopping cart on your Weblium site corresponds to which field on KeyCRM. In other words, each shopping cart's field should be synchronized between Weblium and KeyCRM.

After connecting KeyCRM according to the previous section, the button Sync fields with KeyCRM will appear. Click on it:

In an opened window, click on the Add a field button:

In the left column, from the drop-down list, select the field of your online store's shopping cart on Weblium, and in the right column — the field from KeyCRM, which will receive the relevant information from the online store's shopping cart. The left half of the screenshot below shows where you can find the list of fields of your store’s shopping cart, and the right half of the screenshot shows the settings window that you opened in the previous step. Match all the fields from which data should be transferred to KeyCRM and click the Apply button:

Note: By default, KeyCRM integration with the online store has 4 fields: "Buyer Name", "Buyer Phone", "Buyer Email", and "Buyer Comment". If the shopping cart of your online store has more fields, you should create custom fields on KeyCRM. How to do this is indicated in the next section of this manual.

Done! Publish your site for the changes to take effect.

You can view orders from your online store in KeyCRM in the Sales section (the first one from the top in the left menu) in the Orders vertical tab. The information that your customers filled out in the shopping cart on your website will be displayed in the corresponding fields of an order:

Important: If the shopping cart on your Weblium site has more than 4 fields and you need to pass info from other fields on KeyCRM as well, you need to create custom (extra) fields on KeyCRM. This process is described below.

Creating custom fields on KeyCRM

If you need to pass responses from more than four Weblium shopping cart fields (name, phone, email, and comment) to KeyCRM, you should create custom fields from KeyCRM to receive the information from the according fields of your online store’s cart.

Go to the SettingsAdvanced section and click the Add custom field button:

Fill in the necessary information about the new field:
ᅠᅠ1) specify its name;
ᅠᅠ2) choose its type. For most fields, the value "Text" (short text) or "Textarea" (longer text, such as a comment that can include several lines) is suitable;
ᅠᅠ3) select "Orders" as an entity;
ᅠᅠ4) click the Save button.

Tip: You can learn more about creating fields in KeyCRM in this guide or from the KeyCRM support team.

Similarly, add all the necessary fields, which will later be linked to the shopping cart fields on your site.

After creating all the necessary fields in KeyCRM, just as it was in the previous section of the instructions, go to the settings of your site on Weblium, open the settings of the online store, and in the Notifications tab, click the Sync fields with KeyCRM button. Click the Add a field button and select the name of the field of your shopping cart in the left drop-down list and the name of the custom field you added on KeyCRM in the right drop-down list, which corresponds to the field selected on the left. After that, click Apply:

Note: If the KeyCRM fields are not displayed during synchronization in the online store settings on Weblium, try to open the field synchronization window again or reload the page.

Repeat step 4 for all additional fields you need to send to KeyCRM.

Done! Publish your site for the changes to take effect.

Now, custom fields will also be displayed in orders in KeyCRM:

Updated on: 12/07/2023

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