Magento 2 Store and Currency Auto Switcher Manual

Store and Currency Auto Switcher Cover

Introduction

Magento 2 Store and Currency Auto Switcher adds the global flexibility to your Magento 2 store. The extension allows you to automatically switch currency based on user location, convert prices to customers’ local currencies and more. GeoIP automatically detects customers country and city in real time and the extension changes the prices accordinally.

Requirements and Installation

Store and Currency Auto Switcher extension supports both Community and Enterprise edition of Magento starting from version 2.1. The current version of Magento installed on your website can be found in the lower right corner of any backend page.

Magento 2 Version

Store and Currency Auto Switcher extension has 2 separate ways of installation: via Composer or by copying the code.

Installation Via Composer

  1. Create a folder anywhere on your server (preferably not in the Magento installation directory). Put the zip archive into this folder.

  2. Use any SSH client to connect to your server. Navigate to the root Magento folder. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Add the folder with the extension's archive as a repository. For this, run the Composer command:

    composer config repositories.mageworx artifact {/ABSOLUTE/PATH/TO/FOLDER}
    

    like

    composer config repositories.mageworx artifact /mageworx/extensions/zip
    

    This command will add these lines to your composer.json file

    "mageworx": {
        "type": "artifact",
        "url": "/mageworx/extensions/zip"
    }
    
  4. Perform the command:

    composer require mageworx/module-storecurrencymeta
    
  5. Clear the compiled code and the cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    
  6. To update the extension via composer perform the command:

    composer update mageworx/module-storecurrencymeta
    

Installation by copying the code

  1. Download the extension's package from your customer account, unzip it.

  2. Use any SSH client to connect to your server. Bear in mind that the user should write permissions to this folder and its subfolders.

  3. Upload all the files and folders from the extension's package to the root Magento folder.

  4. Via SSH, navigate to the root Magento folder and perform the command:

    php bin/magento module:enable MageWorx_CurrencySwitcher MageWorx_GeoIP MageWorx_StoreSwitcher MageWorx_GeoLock MageWorx_CustomerLocation
    
  5. Clear the compiled code and cache:

    php bin/magento setup:upgrade
    php bin/magento cache:flush
    php bin/magento setup:static-content:deploy
    

Currency Options in Magento 2

Store and Currency Auto Switcher

Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ GENERAL ⟶ Currency Setup.

Base Currency specifies the currency to be used for all online transactions in the store.

Difference between Default Display Currency and Base Currency

Default Display Currency doesn’t affect the Base Currency. All the transactions will be held in the Base Currency.

Base Extension Configuration

Log into the Magento Admin panel and go to STORES ⟶ Configuration ⟶ MAGEWORX ⟶ GeoIP Extensions. The extension's configuration consists of 5 tabs.

Currency Auto Switcher Magento 2

GeoIP DataBase

The extension supports two types of GeoIP database: GeoIP Country and GeoIP City.

Update Current Database button is used to update the current GeoIP database. Mark the checkbox Create Backup to backup before updating.

Customer Location

Enable in Order View setting enables or disables customer's current location in the Order View.

Store and Currency Auto Switcher

Currency Switcher

User Agent List – the list of user agents the currency won’t be switched for. This includes search and social networks bots.

Exception URLs provides the list of the website URLs to disable the Currency Switcher for.

Store Switcher

Store and Currency Auto Switcher

Store Auto Switcher Scope setting defines if the switcher works within one (Website option) or multiple websites (Global).

Disable Key is defined to create the URL pattern, which disables the Switcher. For example, if the store owners need to browse the site without redirects, they can add the ?_store_switcher=key to the URL.

Exception URLs provides the list of URLs, to disable the Store Switcher for. The store owner may need to add the URLs of the payment processing gateways.

To enable or disable the automatic country switching, the store owner can change the Auto Switch Country setting.

IP List is the list of IP addresses for which the Store Switcher should be disabled (may be useful for testing purpose).

User Agent List inclides the agents to disable store view switching for. This includes search and social networks bots.

Choose Country feature allows testing the site from any chosen country. To enanble this feature, select a country from the list and click the View Site button.

Geo Lock

Magento 2 Geo Lock Settings

If the clients observe some problems after the installation of the extension. they can easily disable its functionality by selecting No in the Enabled configuration setting.

Magento 2 Geo Lock by Country

From here, the store owner can either Allow access to some peculiar countries or Deny it for some regions. To select several countries one by one, hold the Ctrl key and click the items one by one. To select a group, hold the Shift key and select the first and the last option.

Magento 2 Geo Lock by IP

Both White List and the Black List can be filled in here. The wildcard symbol * can be used for IP arrays.

Special Cases

  1. If both whitelist and blacklist are populated, then only the whitelist will be used (only the mentioned IPs will be allowed to view the website, the Geo Lock by countries wouldn't be taken into consideration).

  2. If the same IP is in the white list and the black list, then it will be allowed as the whitelist has the higher priority.

  3. If the store owner IP is specified in the blaclist, or is not provided in the whitelist, or is blocked in the countries settings, the frontend will be locked.

Magento 2 Geo Lock by IP

Nevertheless, the admin page will still be accessible so it can be removed without any problems.

Currency Auto Switcher

The extension has 3 separate configuration pages.

Currency Rates

Log into the Magento Admin panel and go to STORES ⟶ Currency ⟶ Currency Rates.

The currency rates values can be set manually in relation to the base currency or automatically.

Currency Auto Switcher Magento 2

The store owner can input the desired rates in the appropriate boxes or select the desired rates provider in the Import Service dropdown and click the Import button. After that, click the Save Currency Rates button.

Currency Auto Switcher Magento 2

Currency Symbols

Log into the Magento Admin panel and go to STORES ⟶ Currency ⟶ Currency Symbols.

Currency Auto Switcher Magento 2

From here, the store owner can change the desired currency symbol. This configuration page allows the store owner to use the default currency symbols or change them to the custom ones.

Currency Relations

Log into the Magento Admin panel and go to STORES ⟶ Currency ⟶ Currency Relations.

Currency Auto Switcher Magento 2

This section manages the Country-Currency relations. The store owner can add a new currency and set a list of countries for which this currency should be applied. After configuration, hit the Save Currency Relations button.

Currency Auto Switcher switches only the displayed currency

All the transactions will still be processed in the Base Currency.

Store Auto Switcher

The extension extends the default functionality of the store management. To setup the store Switcher the store owner should go to STORES ⟶ Settings ⟶ All Stores and select the desired store.

Store and Currency Auto Switcher

The extension adds Countries tab that sets the countries for the corresponding store.

If the GeoIP City is selected in the extension's configuration, the store owner can make even more precise fine-tuning as the countries regions can be used for the switching rules.

Store and Currency Auto Switcher

Got Questions?

MageWorx offers FREE lifetime support and updates for any extension developed for Magento. Need help with the extensions? Feel free to submit a ticket from http://www.mageworx.com/support/

MageWorx offers outstanding services developing custom-tailored solutions for Magento platform to attain your eCommerce objectives. Our professional impassioned team provides profound and custom oriented development of your project in a short timeframe.