If you’re using Gmail to manage sales operations within your organization, we’ve a good news for you. Vtiger CRM offers a seamless way of syncing your calendar and contacts between Vtiger and Google.
The bad news is that if you have followed Vtiger Wiki about using the vtiger Google integration feature you may reach a dead block. And that’s because to enable the syncing in the open source version you need to do a few steps before that the actual wiki does not mention.
In this tutorial, I will show exactly how to enable you Vtiger-Google sync
How to enable Vtiger-Google Calendar Sync in 6.x and Vtiger 7
Step 1: Create a new Project in Google developer console
Before syncing your vtiger CRM with Google, you will need to get the API credentials from Google that will allow your users, to authenticate from you CRM.
Go to https://console.developers.google.com/project, log in with your Google Apps or Google account and click on the blue button “Create New Project.”
You will be prompted to give this project a name. Just type in something that makes sense for you and click – Create
Step 2: Set up the OAuth Screen and credentials
After creating the project, you need to select the project in the top bar and set the OAuth credentials and screens. Essentially, you will be setting how the Google authorization screen will look in your CRM, and the URL of your CRM so Google know if the connection from your URL should be trusted or not
Start by setting up the OAuth screen
Create your project credentials
Please choose Web application, give it a name and add the origin and call backs according to:
- Origin: Your crm url
- Callbacks: Use the following URL. Remember to replace {SITE_URL} by your actual URL
Google Calendar Sync: http://{$site_URL}/index.php?module=Google&view=List&operation=sync&sourcemodule=Calendar&service=GoogleCalendar
Google Contacts Sync: http://{$site_URL}/index.php?module=Google&view=List&operation=sync&sourcemodule=Contacts&service=GoogleContacts
Finally, save it and you will get your Client ID and Client Secret
Step 3: Update your CRM files
Now that you have your new Client ID and Client Secret. Open a the file located at modules/Google/connectors/Config.php and update the variables $clientId and $clientSecret
Only if you are using Vtiger 6.3
There is a known bug in vtiger 6.3 that even doing all this; you will see a blank page or fatal error. To solve this error, please download the files this GitHub repository or copy those from a vtiger 6.2 into the folder /modules/Google/handlers
Step 4: Follow Vtigers’ wiki
After the first three steps, you are ready to follow vtiger wiki entry to sync your calendar and contacts between vtiger and Google.
Done!
You have finally enabled the syncing between your CRM and Google calendar (or contacts) Now, each time you need to sync between the two services you will need to hit the sync now button in the calendar or contact list