🚨 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>
2.8 KiB
2.8 KiB
Testing Zoho CRM Integration
Prerequisites
Your .env file now contains:
ZOHO_CLIENT_ID✓ZOHO_CLIENT_SECRET✓
Testing Process
Option 1: Using the Test Script (Recommended)
-
Open a terminal and run:
cd /Users/ben/dev/upskill-event-manager/wordpress-dev ./bin/test-zoho-integration.sh -
When prompted, choose 'y' to start the OAuth callback server
-
Open a new terminal and run the script again, choosing 'n' this time
-
Follow the prompts:
- Open the authorization URL in your browser
- Log in to Zoho and authorize the app
- Copy the authorization code from the callback page
- Paste it in the terminal
Option 2: Manual Testing
-
Generate the authorization URL:
https://accounts.zoho.com/oauth/v2/auth? scope=ZohoCRM.settings.all,ZohoCRM.modules.all,ZohoCRM.users.all,ZohoCRM.org.all& client_id=1000.Z0HOF1VMMJ9W2QWSU57GVQYEAVUSKS& response_type=code& access_type=offline& redirect_uri=http://localhost:8080/callback& prompt=consent -
Open the URL in your browser
-
After authorization, copy the code from the redirect URL
-
Run the test script:
cd /Users/ben/dev/upskill-event-manager/wordpress-dev/wordpress/wp-content/plugins/hvac-community-events/includes/zoho php test-integration.php -
Paste the authorization code when prompted
What the Test Does
- Validates Credentials - Checks that your client ID and secret work
- Gets Tokens - Exchanges the auth code for access and refresh tokens
- Fetches Org Info - Gets your Zoho organization details
- Tests Module Access - Verifies access to Campaigns, Contacts, and Invoices
- Creates Config File - Saves all credentials to
zoho-config.php - Updates .env - Adds the refresh token for future use
Expected Output
You should see:
- ✓ Credentials loaded from .env file
- ✓ Tokens received successfully
- ✓ Organization found
- ✓ Campaigns module accessible
- ✓ Contacts module accessible
- ✓ Invoices module accessible
- ✓ Configuration file created
Next Steps
After successful testing:
- The system is ready for field creation
- You can start syncing data
- Check WordPress admin → Events → Zoho CRM for status
Troubleshooting
"Invalid Client" Error
- Verify the client ID and secret in your .env file
- Check that you're using the correct Zoho data center (US, EU, IN, AU)
"Invalid Code" Error
- Authorization codes expire in ~1 minute
- Generate a new code and use it immediately
Connection Issues
- Make sure you can access https://accounts.zoho.com
- Check if you need to use a different regional URL
Module Access Issues
- Ensure all required modules are enabled in your Zoho CRM
- Check that your Zoho plan includes API access