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
It is possible to create multiple synchronizations for multiple systems at the same time. By clicking the ADD button at the top right, you can choose which external system to configure and add all the ones you need.
The modules that can be synchronized, for each individual synchronization, differ depending on the platform selected. Below is a diagram that summarizes which modules can be synchronized. The supported versions are specified in parentheses.
VTENEXT
 
HelpDesk
Accounts
Contacts
FAQ
Providers
Assets
Leads
ProjectTask
Potentials
ProjectPlan
Products
Services
TicketComments
Users
Note: This function is essential when linking two vtenext installations, for instance, to synchronize the TEST environment with the PRODUCTION environment.
Warning: The vte authentication password for synchronization with another vte must be defined using its access key and NOT the user’s login password
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.