Vtiger 6 Google Calendar Sync powers bi way synchronization between VTiger CRM 6.0 calendar and...

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VTIGER CRM 6 GOOGLE CALENDAR SYNC (BIDIRECTIONAL) Version 1.2.0 Platform: VTiger 6 Vtiger CRM 6 Google Calendar bidirectional sync is used to synchronize vtigercrm and google calendar. This document consist of description, feature, installation procedure and change log of our plugin.

Transcript of Vtiger 6 Google Calendar Sync powers bi way synchronization between VTiger CRM 6.0 calendar and...

Page 1: Vtiger 6 Google Calendar Sync powers bi way synchronization between VTiger CRM 6.0 calendar and google calendar in real time

[Product Name]

[Version X.X]

[Platform and Minimum Version Details]

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VTIGER CRM 6 GOOGLE CALENDAR SYNC (BIDIRECTIONAL)

Version 1.2.0

Platform: VTiger 6

Vtiger CRM 6 Google Calendar bidirectional sync is used to synchronize vtigercrm and google calendar. This document consist of description, feature, installation procedure and change log of our plugin.

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Description

Google Calendar Sync powers bi way synchronization between VTiger CRM calendar and google calendar in real time. Now it is easy to sync and manage your events and other calendar data from your VTiger CRM interface. There is no user based restriction, so any user can sync their individual calendar.

More Information

Google Calendar Sync module for VTiger CRM integrates the VTiger calendar with google calendar via secured API. The powerful bi way sync feature enables you to sync all existing events and data between VTiger and google calendar. Create event in Google calendar by creating an Event on VTiger calendar in real time. In turn that can be synced the same to mobile as in your google calendar settings. A single click sync feature will pull and sync your Google calendar's events to VTiger calendar in seconds. And also cron based sync feature is available to sync Google calendar periodically to ensure that updates are in real time and controllable. Now it is even more flexible to sync calendars from google and VTiger with simplified user interface and API driven web application. Just a one time easy to follow configuration will almost bring the google calendar within your VTiger, make more flexible to use and manage both. And it can be used for unlimited users as there is no restriction on this. So every vtiger user can sync their calendars and then to their mobile.

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DescriptionPlugin Details****************

Author : SmackcodersAuthor URL : Smackcoders Siteversion : 1.2.0

Product URL

VT 6 Google Calendar Sync

Wiki Page Link

Vt6 google calendar sync

Demo Link

VT6 google Calendar demo

Username : demoadmin

Password : demo123

CHANGE LOG

1.0.0 Tested and found works well without any issues.

UPGRADE NOTICE

1.0.0 Initial release of plugin.

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Features

• Real time integration of VTiger CRM and Google calendar

• Able to invite people from VTiger CRM

• Create and sync events to google calendar from VTiger

• Create and sync appointments and other features to google calendar

• Option to select event type, priority and status at the time of sync

• Cron based periodical sync

• Control cron time via VTiger cron feature

• All users in vtiger can use this feature without restriction

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Installation

1. Take necessary backup before proceeding with installation.

2. Give write access permission(777) to “user_privileges” in your vtiger crm root directory.

3. Go to VTiger CRM Settings >> Studio >> Module Manager

4. Click "Install from File" button to import

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5. Import the GoogleCalSync.zip file

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6. Upload and extract Install.zip in VTiger CRM Root directory.

7. Run the GoogleCalendarSynInstaller.php file in browser

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8. E.g. http://vtigercrm_url/GoogleCalendarSynInstaller.php",

9. Replace vtigercrm_url with your VTiger CRM Url.

10. Now the sync menu is available

Configuration

Google Calendar Configuration

1. Go to https://code.google.com/apis/console

2. Click "Create project..." click Create project

3. Then Go to "APIs & auth" link and click APIs

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4. Enable the "Calendar API" option

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5. Go to "Credentials" and under Oauth click "Create New Client ID...” to create an Oauth client

6. And select "Web application" in Application type.

7. Provide your VTiger CRM site_url in “Authorized java script origin and redirect URI”

8. Click “Create Client Id".

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9. Then click "Edit Setting" from the right side

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10. Give the "Authorized Redirect Uri"

11. E.g. http://site_url/index.php?module=GoogleCalSync&view=Authenticate

12. Replace the site_url with your vtiger's URL and click update

13. Click Create New Key from Public API Access

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14. Select “Server Key” and then click “Create”

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15. Copy the Client Id, Client Secret, Redirection URL field and save it for future use.

16. Also copy “API Key". This key is used as “Developer Key”

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VTiger CRM Configuration

1. Login as admin user, Goto "Crm Settings > Vtiger Google Calendar Sync Settings".

2. Edit an save the client id, client secret, redirect uri and developer key(api key) values in the form.

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3. Then to connect your "Google Calendar" to your vtiger crm Go to "GoogleCalSync" module under All >> Tools.

4. Edit And save the details as per your requirement.

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5. Then click "Click here for Authentication" > Click Here To Connect To Google! It will ask for google account username pass word, if you are not logged in to your google account, otherwise it will ask to Accept the App you created from "https://code.google.com/apis/console/".

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6. Click Accept. (make sure you logged in to the appropriate Google account you want to connect with the crm).

7. It will redirect you to the "Google Calendar Sync" page again.

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How to use Google Sync for VTiger

If you create an Event from the Your vtiger calendar It will be created in "google Calendar", If you update it then it will be updated in the google calendar too.

1. Go to Calendar Menu.

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2. Click Add Event/Task to create new event.

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3. Provide all fields and click Save button.

4. You can view the created event.

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5. Goto All >> GoogleCalSync and click “Sync To Google”.

6. Then go to Google Calendar, You can view the created event in vtiger crm

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7. To create an event in google calendar, clcik “Create”.

8. Provide the necessary details and click “Save”

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9. You can view the created event.

10. Go to Vtiger crm, select All >> GoogleCalSync and click “Sync From Google”

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11. The event created in google calendar can be viewed in vtiger crm.

12. You can perform edit and it will be updated in google calendar

How to Setup vtiger Cron

You can set up the vtiger cron to Automatically sync your google calendar to your vtiger calendar.

1. Go to All and select GoogleCalSync.

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2. Select Edit option

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3. Disable Sync option and click save

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4. Now the vtiger google Calendar sync settings page looks as below

5. Then create some events in google calendar

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6. Goto All >> GoogleCalSync, click “Edit” and enable sync option and click “Save”

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7. Goto your Vtiger crm root directory >> modules >> com_vtiger_workflow folder.

8. Then create com_vtiger_workflow.sh file

9. Give 755 permission to “modules” folder in vtiger crm root directory.

10. The content for “com_vtiger_workflow.sh” file is given below.

#*********************************************************************************

# The contents of this file are subject to the vtiger CRM Public License Version 1.0

# ("License"); You may not use this file except in compliance with the License

# The Original Code is: vtiger CRM Open Source

# The Initial Developer of the Original Code is vtiger.

# Portions created by vtiger are Copyright (C) vtiger.

# All Rights Reserved.

#

# ********************************************************************************

# wget "http://localhost:APACHEPORT/vtigercron.php?service=com_vtiger_workflow&app_key=YOUR_APP_KEY_HERE" -O /dev/null

export VTIGERCRM_ROOTDIR=`dirname "$0"`/../..

export USE_PHP=php

cd $VTIGERCRM_ROOTDIR

$USE_PHP -f vtigercron.php service="Workflow"

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11. Replace YOUR_APP_KEY_HERE in “com_vtiger_workflow.sh” file with your application unique key

12. You can get your application unique key from “config.inc.php” file in your vtiger crm root directory

13. Then save com_vtiger_workflow.sh file.

14. Execute the following vtiger cron command to automatic sync

/path to your vtiger root directory/modules/com_vtiger_workflow/com_vtiger_workflow.sh

15. After execute the above command, you can check your vtiger calendar.

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