diff --git a/.gitignore b/.gitignore index 32cd7462..7d5465e5 100644 --- a/.gitignore +++ b/.gitignore @@ -27,6 +27,7 @@ !/wordpress-dev/ZOHO-INTEGRATION-SUMMARY.md !/wordpress-dev/ZOHO-STAGING-TEST-RESULTS.md !/wordpress-dev/ZOHO-OAUTH-SETUP.md +!/wordpress-dev/WORDPRESS-ADMIN-ACCESS.md # HVAC Community Events Plugin !/wordpress-dev/wordpress/ diff --git a/wordpress-dev/WORDPRESS-ADMIN-ACCESS.md b/wordpress-dev/WORDPRESS-ADMIN-ACCESS.md new file mode 100644 index 00000000..4fe41252 --- /dev/null +++ b/wordpress-dev/WORDPRESS-ADMIN-ACCESS.md @@ -0,0 +1,73 @@ +# WordPress Admin Access Instructions + +## Current Status + +The Zoho CRM integration has been successfully deployed to the staging server. The HVAC Community Events plugin is active and the files are in place. + +## Issues Resolved + +1. **Removed backup plugins**: The duplicate HVAC plugin directories have been removed +2. **Updated menu registration**: Changed from Settings submenu to top-level menu +3. **Fixed admin interface**: Added main menu page for HVAC Community Events + +## How to Access the Admin Interface + +1. Go to: https://wordpress-974670-5399585.cloudwaysapps.com/wp-admin/ +2. Login with your admin credentials +3. After login, you should see in the sidebar: + - **HVAC Community Events** (main menu) + - Under it: **Settings** and **Zoho CRM Sync** + +## Expected Menu Structure + +``` +HVAC Community Events [icon] +├── Settings +└── Zoho CRM Sync +``` + +## Zoho CRM Sync Page + +When you click on "Zoho CRM Sync", you should see: + +1. **Staging Mode Banner** (blue info box): + - Current site: https://wordpress-974670-5399585.cloudwaysapps.com + - Message: "Staging mode is active. Data sync will be simulated only." + +2. **Connection Status** section: + - Test Connection button + +3. **Data Sync** section: + - Events → Campaigns + - Users → Contacts + - Purchases → Invoices + - Each with a "Sync" button + +4. **Sync Settings** section: + - Enable automatic sync checkbox + - Sync frequency dropdown + +## What Happens in Staging Mode + +- All sync operations are simulated +- No data is sent to Zoho CRM +- You'll see a preview of what would be synced +- Test data shows first 5 records only + +## Troubleshooting + +If you don't see the menu: + +1. Try refreshing the page (Ctrl+F5) +2. Log out and log back in +3. Clear browser cache +4. Check if the plugin is still active in Plugins page + +## Next Steps + +1. Complete OAuth setup using the guide +2. Test the connection +3. Try sync operations to see simulated results +4. Review the test data preview + +The integration is now ready for testing. All operations are safe in staging mode. \ No newline at end of file