In my last article on vTiger accounting software , I mentioned all the possibilities of using vTiger for account management. He had also said that you could connect to vtiger CRM vTiger if necessary. In this tutorial , I'll show you how. If you have a business or you are an entrepreneur ; you can use vTiger manage receipts, invoices, sales list product list , contacts and more. |
vTiger accounting software is a software application service based in the cloud. So, you can access your account from anywhere in the world. You can , in fact, take their accounts with you on your mobile device while you're on the move.
However, since the software is very useful ; actually you can integrate CRM website too. CRM solutions are specially built to manage customer information or lead a company , manage invoices , manage products , sales and so on. vTiger integration can provide some very useful features added to your CRM. Here is a list of the points you have listed as some of the best added features when connected to vTiger VTiger .
The idea is to integrate or connect to vtiger CRM vTiger so that all updates to both applications are exchanged.
vTiger provides good connectivity API for developers to build and connect to other applications vTiger . From the link above, you can search through your documents and API guide . You will find that there is a special section called - " connect to CRM" . When you click it, you 'll be able to see several options for CRM already has built some code or plugin. Unfortunately, these codes are built privately by third parties ( not vTiger ) and could not find one for vtiger CRM when needed.
When I started looking for documentation on how to connect to vTiger VTiger , I found your built in sample code to help developers .
Note: These code examples are available according to the language of your preference. Are hosted on GitHub and uploaded by vTiger officials . But the PHP codes help only in the part of authentication and connection. Retrieving data or update your account vTiger could not function without code changes .
They use a complex code flow , while the connection and authentication. What I did was , I broke the whole thing and rearranged according to my convenience. Description vTiger API to connect to VTiger
The flow of the API is as follows -
- First, the authentication request is sent to vTiger .
- vTiger check the consumer key and secret
- vTiger provides an access token for a given time interval.
- Now you can access the API with this symbol
vTiger requires the creation of an application before accessing its API. There are two types of applications that can be created - public and private .
Applications remain active for public access API to a certain time interval ( 30 minutes). Therefore, if you need access to the API of more than 30 minutes of time you may need to authenticate again and again .
Private Applications , on the other hand, have long validity . These applications require digital certificates for authentication and the time interval mentioned in the certificate itself. Normally is 365 days (according to vTiger documentation to create certs ) , but you can extend that by entering the number of days you want.
We deal with private applications in this tutorial. For particular applications, it is not necessary to authenticate multiple times; authentication just run once and that's it. Steps to connect to VTiger vTiger
The first step is to take a free vTiger . Start by creating a test account and update as soon as you are happy with it . Remember , judgment is freezing after a certain number of transactions. Therefore, it is better to use a full version as soon as possible.
Once created , go to the development section . From the tabs on the header region , select " My Applications" . Click on the " Add Application " . Select " private" and provide a name for the application. Then select the organization that created when creating the account vTiger .
After this, you have to upload your own public X509 certificate . To create this certificate, you must install OpenSSL according to the configuration of the operating system.
After installation , follow the instructions for creating a certificate from the website vTiger . Just follow and execute commands and certificates are created in the OpenSSL folder itself . There will be two cerificates - a public and a private . You must upload the public ( . Cer ) while creating the application.
Your application is ready . Note the " consumer key " and the consumer secret " that appears after saving.
Now, check out the " code samples " that appear in the vTiger website. To connect to vTiger VTiger , we must refer to the procedure for their examples of PHP code. After opening the page sample PHP code , you will see that there is a code on GitHub by David Pitman for particular applications. My method is based as an outgrowth of their code samples .
We will work with this code . What we do is rearrange some codes according to our convenience , which keeps the original concept and metrics of code itself.
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