# Zoho CRM Integration Summary

## Implementation Overview

The Zoho CRM integration has been successfully implemented for the HVAC Community Events plugin with a crucial **staging mode protection** to prevent accidental data synchronization from development environments to the production Zoho CRM database.

## Key Features

### 1. Staging Mode Protection
- **Automatic Detection**: System automatically detects if running on production (`upskillhvac.com`) or staging
- **Write Protection**: On staging environments, all write operations (POST, PUT, DELETE) are blocked
- **Simulation Mode**: Staging shows what data would be synced without actually sending it
- **Visual Indicators**: Clear "STAGING MODE" banners in the admin interface

### 2. OAuth 2.0 Authentication
- Secure token-based authentication
- Automatic token refresh
- Configuration stored in WordPress options
- Helper scripts for OAuth setup

### 3. Data Synchronization

#### Events → Campaigns
- Event title → Campaign_Name
- Start/End dates → Start_Date/End_Date
- Trainer information → Custom fields
- Venue details → Venue field

#### Users → Contacts
- Name → First_Name/Last_Name
- Email → Email
- Role → Contact_Type
- HVAC License → License_Number

#### Orders → Invoices
- Order number → Invoice_Number
- Total amount → Total
- Customer → Contact_Name
- Line items → Product_Details

### 4. Admin Interface
- Located at: HVAC Community Events → Zoho CRM Sync
- Test connection functionality
- Individual sync buttons for each data type
- Real-time progress indicators
- Test data preview in staging mode

## File Structure

```
wordpress-dev/
├── bin/
│   ├── zoho-oauth-setup.sh         # OAuth setup helper
│   └── zoho-setup-complete.sh      # Complete setup script
│
└── wordpress/wp-content/plugins/hvac-community-events/
    ├── includes/
    │   ├── admin/
    │   │   └── class-zoho-admin.php    # Admin interface
    │   └── zoho/
    │       ├── class-zoho-crm-auth.php # OAuth handler
    │       ├── class-zoho-sync.php     # Sync logic
    │       ├── test-integration.php    # OAuth test
    │       ├── STAGING-MODE.md         # Staging docs
    │       └── README.md               # Integration docs
    │
    ├── assets/
    │   ├── js/zoho-admin.js           # Admin JavaScript
    │   └── css/zoho-admin.css         # Admin styles
    │
    └── tests/
        └── test-zoho-staging-mode.php  # Staging mode test
```

## Setup Instructions

### 1. Environment Variables
Add to `.env`:
```
ZOHO_CLIENT_ID=your_client_id_here
ZOHO_CLIENT_SECRET=your_client_secret_here
```

### 2. OAuth Setup
```bash
cd wordpress-dev
./bin/zoho-setup-complete.sh
```

### 3. Follow OAuth Flow
1. Open the authorization URL in browser
2. Login to Zoho and approve permissions
3. Copy the authorization code
4. Paste into the terminal prompt

## Testing

### Staging Environment
1. Deploy to staging server
2. Access admin interface
3. See "STAGING MODE ACTIVE" banner
4. Test sync operations - data is simulated only
5. Review test data previews

### Production Environment
1. Deploy to upskillhvac.com
2. Staging mode automatically deactivates
3. Test with a small data set first
4. Monitor API responses

## Security Features

- OAuth 2.0 authentication
- Domain-based production detection
- No configuration for staging mode needed
- Encrypted token storage
- Automatic staging mode prevents data leaks

## Important Notes

1. **Staging Protection**: The system will ONLY sync to Zoho CRM when running on `upskillhvac.com`
2. **No Manual Configuration**: Staging mode is automatic based on domain
3. **Visual Confirmation**: Always check for staging mode banner before syncing
4. **Test First**: Use staging mode to verify data mappings before production

## Future Enhancements

1. Webhook support for real-time sync
2. Bulk operation optimization
3. Custom field mapping UI
4. Scheduled sync options
5. Detailed sync reports

## Support

For issues or questions:
1. Check `/includes/zoho/README.md` for detailed documentation
2. Review `/includes/zoho/STAGING-MODE.md` for staging specifics
3. Enable debug mode in `zoho-config.php` for troubleshooting