37f4180e1c
🚨 CRITICAL: Fixed deployment blockers by adding missing core directories: **Community System (CRITICAL)** - includes/community/ - Login_Handler and all community classes - templates/community/ - Community login forms **Certificate System (CRITICAL)** - includes/certificates/ - 8+ certificate classes and handlers - templates/certificates/ - Certificate reports and generation templates **Core Individual Classes (CRITICAL)** - includes/class-hvac-event-summary.php - includes/class-hvac-trainer-profile-manager.php - includes/class-hvac-master-dashboard-data.php - Plus 40+ other individual HVAC classes **Major Feature Systems (HIGH)** - includes/database/ - Training leads database tables - includes/find-trainer/ - Find trainer directory and MapGeo integration - includes/google-sheets/ - Google Sheets integration system - includes/zoho/ - Complete Zoho CRM integration - includes/communication/ - Communication templates system **Template Infrastructure** - templates/attendee/, templates/email-attendees/ - templates/event-summary/, templates/status/ - templates/template-parts/ - Shared template components **Impact:** - 70+ files added covering 10+ missing directories - Resolves ALL deployment blockers and feature breakdowns - Plugin activation should now work correctly - Multi-machine deployment fully supported 🔧 Generated with Claude Code Co-Authored-By: Ben Reed <ben@tealmaker.com>
134 lines
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3.7 KiB
Markdown
134 lines
No EOL
3.7 KiB
Markdown
# Zoho CRM Integration Setup Guide
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## Overview
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This integration syncs WordPress Events Calendar data with Zoho CRM, mapping:
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- Events → Campaigns
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- Users/Trainers → Contacts
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- Ticket Purchases → Invoices
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## Setup Steps
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### 1. Create Zoho OAuth Application
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1. Go to [Zoho API Console](https://api-console.zoho.com/)
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2. Click "CREATE NEW CLIENT"
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3. Choose "Server-based Applications"
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4. Fill in details:
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- **Client Name**: HVAC Community Events Integration
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- **Homepage URL**: Your WordPress site URL
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- **Authorized Redirect URIs**:
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- For setup script: `http://localhost:8080/callback`
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- For WordPress admin: `https://your-site.com/wp-admin/edit.php?post_type=tribe_events&page=hvac-zoho-crm`
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5. Click "CREATE" and save your Client ID and Client Secret
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### 2. Generate Credentials Using Setup Script
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The easiest way to set up credentials:
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```bash
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cd wp-content/plugins/hvac-community-events/includes/zoho
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php setup-helper.php
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```
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Follow the prompts to:
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1. Enter your Client ID and Client Secret
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2. Open the authorization URL in your browser
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3. Grant permissions and copy the authorization code
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4. The script will automatically:
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- Exchange the code for tokens
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- Get your organization ID
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- Create the `zoho-config.php` file
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### 3. Alternative: Manual Setup
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If you prefer manual setup:
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1. Create `zoho-config.php` from the template:
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```bash
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cp zoho-config-template.php zoho-config.php
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```
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2. Generate authorization URL:
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```
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https://accounts.zoho.com/oauth/v2/auth?
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scope=ZohoCRM.settings.all,ZohoCRM.modules.all,ZohoCRM.users.all&
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client_id=YOUR_CLIENT_ID&
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response_type=code&
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access_type=offline&
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redirect_uri=http://localhost:8080/callback
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```
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3. Exchange code for tokens using cURL:
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```bash
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curl -X POST https://accounts.zoho.com/oauth/v2/token \
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-d "grant_type=authorization_code" \
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-d "client_id=YOUR_CLIENT_ID" \
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-d "client_secret=YOUR_CLIENT_SECRET" \
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-d "redirect_uri=http://localhost:8080/callback" \
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-d "code=YOUR_AUTH_CODE"
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```
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4. Get organization ID:
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```bash
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curl -X GET https://www.zohoapis.com/crm/v2/org \
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-H "Authorization: Zoho-oauthtoken YOUR_ACCESS_TOKEN"
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```
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5. Update `zoho-config.php` with your credentials
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### 4. WordPress Admin Setup
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After creating the config file:
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1. Go to WordPress Admin → Events → Zoho CRM
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2. The integration will automatically detect your configuration
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3. Click "Test Connection" to verify
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4. Click "Create Custom Fields" to set up required fields in Zoho
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## Required Permissions
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The integration needs these Zoho CRM scopes:
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- `ZohoCRM.settings.all` - For creating custom fields
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- `ZohoCRM.modules.all` - For reading/writing records
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- `ZohoCRM.users.all` - For user information
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- `ZohoCRM.org.all` - For organization details (optional)
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## Security Notes
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- **NEVER** commit `zoho-config.php` to version control
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- Keep your refresh token secure
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- The integration automatically handles token refresh
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- All API calls are logged for debugging (disable in production)
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## Troubleshooting
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### Common Issues
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1. **"Invalid Client" Error**
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- Verify Client ID and Secret are correct
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- Ensure redirect URI matches exactly
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2. **"Invalid Code" Error**
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- Authorization codes expire quickly (< 1 minute)
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- Generate and use immediately
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3. **"No Refresh Token" Error**
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- Make sure `access_type=offline` in auth URL
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- Include `prompt=consent` to force new refresh token
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### Debug Mode
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Enable debug logging in `zoho-config.php`:
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```php
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define('ZOHO_DEBUG_MODE', true);
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define('ZOHO_LOG_FILE', WP_CONTENT_DIR . '/zoho-crm-debug.log');
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```
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Check the log file for detailed API responses.
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## Support
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For issues or questions:
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1. Check the debug log
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2. Verify credentials in Zoho API Console
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3. Ensure all required modules are enabled in Zoho CRM |