15.4 Synchronizations

From vtenext settings the crm synchronization function can be accessed with other applications. The synchronizable platforms available are as follows:

The synchronizable modules are different and based on the chosen platform. The following diagram summarizes which modules can be synchronized.

Hubspot (only cloud version)

  • Trouble Ticket
  • Accounts
  • Contacts
  • Potentials
  • Targets
  • Users

*record deletions from Hubspot to vtenext are not covered

 

N.B. The "scopes". The crm indicates to insert the following "scopes":

image-1663685096632.png

ATTENTION: it is essential to select exactly those indicated, otherwise the synchronization will not work!

Salesforce

  • Trouble Ticket
  • Ticket Comments
  • Ticket Attachments
  • Emails
  • Accounts
  • Campaigns
  • Contacts
  • Installations
  • Leads
  • Potentials
  • Products*
  • Users

SuiteCRM (only on-premise version)

  • Trouble Ticket
  • Accounts
  • Campaigns
  • Contacts
  • Installations
  • Leads
  • Potentials
  • Products*
  • Users

*images are not imported

Jira (only cloud version)

  • Trouble Ticket
  • Project Tasks
  • Projects
  • Ticket Comments
  • Users

vtiger (only cloud version)

  • Trouble Ticket
  • Accounts
  • Contacts
  • Vendors
  • Installations
  • Leads
  • Potentials
  • Products*
  • Services
  • Users

*images are not imported

Magento (only on-premise version 2.4.0)

  • Accounts
  • Currencies
  • Sales Orders
  • Products*
  • Configurable products
  • Taxes

*images are not imported

Prestashop (only on-premise version 1.7.6.7)

  • Accounts
  • Currencies
  • Sales Orders
  • Products*
  • Configurable products
  • Taxes

*images are not imported

Shopify (only cloud version 2019-20)

  • Accounts
  • Currencies
  • Sales Orders
  • Products*
  • Configurable products

*images are not imported

WooCommerce (only on-premise version 4.4.0)

  • Accounts
  • Currencies
  • Sales Orders
  • Products*
  • Configurable products
  • Taxes

*images are not imported

Zendesk

  • Trouble Ticket
  • Accounts
  • Ticket Comments
  • Ticket Attachments
  • Users

When accessing the configuration page from SETTINGS > BUSINESS PROCESS MANAGER > SYNCHRONIZATIONS the synchronization to be set and towards which system can be configured with a few simple steps. The page is identical to the page shown in the image below.

15.4 [1].png

View of the synchronizations configuration page

Configuration

  1. The first required action is to choose the External system in the available drop-down menu
  2. Specify the Instance address to which you wish to connect (where required)
  3. Now choose the required synchronization modules from those available and take them to the Selected modules column by means of the right-pointing arrow
  4. Once the operation in step 3 has been completed, a popup will open in which you can select the synchronization method for each of the selected modules (see example in the image below)

    15.4 [2].PNG
    View of the synchronization configuration of the Trouble Ticket module selected in point 3

  5. Enter the authentication data, stating the authentication mechanism Type, Username and Password for login. By clicking on the icon it is possible to have further information to retrieve the data to be entered in the username and password that differ for each synchronizable platform.

image-1616160325840.png

N.B.: synchronization occurs in accordance with the interval set for the crons, which is every minute by default, but which can be subject to variation depending on the number of synchronizations set, other cron processes, and the machine workload.

 


Revision #7
Created 25 May 2022 17:25:40 by Alberto
Updated 20 September 2022 15:31:11 by Admin