15.4 Synchronizations

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

VTENEXT

Hubspot

Jira

Magento

PrestaShop

Salesforce

Shopify

SuiteCRM

vtiger

WooCommerce

Zapier

ZenDesk

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

VTENEXT	HelpDesk Accounts Contacts FAQ Providers Assets Leads ProjectTask Potentials ProjectPlan Products Services TicketComments Users
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": 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 ATTENTION: To synchronize Shopify products, it is necessary to also set up the Configurable Products* module in the configuration.
WooCommerce (only on-premise version 4.4.0)	Accounts Currencies Sales Orders Products* Configurable products Taxes *images are not imported
Zapier	PAY ATTENTION: To properly set up the Zapier connector, it's essential to carefully read the ZAPIER MANUAL provided in Chapter 15.7. FOTO
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.

View of the synchronizations configuration page

Configuration

The first required action is to choose the External system in the available drop-down menu

Specify the Instance address to which you wish to connect (where required)

Now choose the required synchronization modules from those available and take them to the Selected modules column by means of the right-pointing arrow

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)

View of the synchronization configuration of the Trouble Ticket module selected in point 3

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.

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.