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TextYess connects to your Magento store over the Magento REST API. Rather than reusing a top-level admin account, we recommend creating a dedicated admin user whose role grants only the resources TextYess needs to read your catalog, orders and customer groups. The whole process takes about ten minutes in your Magento admin, followed by a single form in the TextYess dashboard.

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Step 1: Create a TextYess role

In your Magento admin, go to System → Permissions → User Roles, then click Add New Role. You’ll name the role, set its resource access to Custom, and tick exactly the permissions listed in the table below.
The hint shown next to the credentials form in the TextYess dashboard currently lists only a subset of these resources. The table above is the authoritative list — a merchant who assigns only the shorter list will see 401/403 errors on the first catalog or customer sync. We’re updating the dashboard hint in a future release.
1

Name the role

Under Role Info, set Role Name to TextYess Integration. When prompted, enter your current admin password to confirm the role change.
2

Set resource access to Custom

Open the Role Resources tab. Set Resource Access to Custom — this reveals the full permission tree.
3

Tick the required resources

Check every resource listed in the table above and nothing else. The Magento admin path column shows where each resource lives in the tree; the ACL resource id column is the internal identifier your sysadmin or hosting provider can cross-reference.
4

Save the role

Click Save Role at the top right.

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Step 2: Create a dedicated admin user

Still under System → Permissions, open All Users and click Add New User.
1

Fill in Account Information

Use a username that makes the integration easy to recognise later, for example textyess. Provide a contact email and a password (with confirmation).
Magento enforces password rules: at least 7 characters, with a mix of letters and numbers. Passwords that fail this check are rejected silently on some Magento versions — if Save appears to do nothing, check for a banner at the top of the page.
2

Assign the TextYess Integration role

Open the User Role tab and select the TextYess Integration role you created in Step 1. Without this step the user will have no permissions at all.
3

Save the user

Click Save User. You’ll need the username and password again in Step 4, so keep them handy.
Two-factor authentication must not be enforced on this user. TextYess connects by exchanging the username and password for an admin token via /rest/V1/integration/admin/token, which cannot satisfy a 2FA challenge. If your store enforces 2FA globally, open Stores → Configuration → Security → 2FA and either leave Forced providers empty for the TextYess Integration role or whitelist the role explicitly.

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Step 3: Enter your store URL in the TextYess dashboard

Open the Connect Your Magento Store page in the TextYess dashboard. Paste the public storefront URL of your shop — for example, https://your-store.com — into the Shop URL field.
Use the storefront origin, not your Magento admin URL. Many stores harden their admin with a non-default path such as https://your-store.com/admin_7f2a; you still enter https://your-store.com here. TextYess calls Magento’s REST API under /rest/V1/... at the storefront origin.

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Step 4: Enter the new user’s credentials and connect

Paste the Username and Password you set in Step 2 into the corresponding fields, then click Connect Magento.
Your store is now connected. TextYess will start importing your product catalog, categories, customer groups and recent orders automatically. Large catalogs can take several minutes to finish the first sync.
Having trouble? Reach out to TextYess Support with your store URL and a short description of the problem.