Magento Connection

How to import sales data from Magento to BlueConic customer profile data

What: You can use the BlueConic Magento connection to import customer and sales data from Magento into BlueConic to enrich and combine the behavioral data with Magento data.

About BlueConic: The BlueConic customer data platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.

Why: Message known and anonymous users with products and offers that are relevant to them based on their real-time interactions with your website. Acquire more customers with consistent messaging from your digital campaigns, save cart abandoners with right-time relevancy, and increase lifetime value with recommendations and communications based on behavioral data.

Creating a Magento connection

  1. Click Connections in the BlueConic navigation bar.
  2. Click Add Connection.
  3. A pop-up window appears. Enter "Magento" in the Search bar.
  4. Click Magento connection.
    The Magento connection page opens. You can expand or collapse the metadata fields (favorite, labels, and description) by clicking the gray + or -.
  5. Enter a name for your connection at the top of the page.

Configuring a Magento connection with BlueConic

In the side bar on the left are a number of tabs. There is a setup section and there are import goals. Goals can be activated or deactivated with the checkbox in front of the name. Multiple goals can be added by using the [Add goal] button at the bottom of the page. You can delete or copy goals by hovering over them and selecting the "x" or copy icon.

Setting up the Magento connection

  1. Select Set up and run in the Setup section in the left panel.
  2. Enter your Magento credentials in the Authentication section: 
  3. Save your setup.

To make the connection work, you have to add at least one import goal, save your settings, and switch the connection on. In the goal, you specify how data from Magento should be linked and mapped to BlueConic.

Importing data from Magento to BlueConic

Click on a goal to open its tab and see the configuration options for that goal. You can edit the name of the goal at the top of the goal configurations.

1. Link identifiers between Magento and BlueConic

Determine how BlueConic will match Magento customers to BlueConic profiles. You can only select a BlueConic profile property that has been designated as a unique identifier.

How to exchange sales data between Magento and the BlueConic customer data platform

When the import is run, each customer is matched to a BlueConic profile. If no matching profile can be found, BlueConic can create a new profile based if you explicitly allow the creation of new BlueConic profiles.

2. Import customer / sales data

Select at least one of the sources you want to import data from; Magento contains customer data and sales data.

How to import customer and sales data from Magento to BlueConic customer profiles

3. Magento customer data to BlueConic mapping

Determine how selected customer fields from Magento should be mapped to profile properties in BlueConic. Select the Magento field on the left and the BlueConic profile property on the right. You can also determine how to import the data: set always, only set if empty, add items to the list of existing values, or sum a number with an existing number.

How to synchronize sales data between Magento and BlueConic customer profile data

Add extra mapping rules with the [Add mapping] button, or hover over a rule and click the "x" icon to delete a rule.

4. Magento sales data to BlueConic mapping

Same as above, but this time determine which sales field from Magento will be mapped to which profile property in BlueConic. Also determine how to import the value: "set" always, only "set if empty", "add" items to the list of existing values, or "sum" a number with an existing number.

How to exchange sales data from Magento with BlueConic customer profile data

Add extra mapping rules with the [Add mapping] button, or hover over a rule and click the "x" icon to delete a rule.

Running the Magento connection

Use the settings in the Run history section of the Set up and run page. See Scheduling connections for information on running the connection.

Privacy management

Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.