73 lines
No EOL
2 KiB
Markdown
73 lines
No EOL
2 KiB
Markdown
# WordPress Admin Access Instructions
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## Current Status
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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.
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## Issues Resolved
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1. **Removed backup plugins**: The duplicate HVAC plugin directories have been removed
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2. **Updated menu registration**: Changed from Settings submenu to top-level menu
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3. **Fixed admin interface**: Added main menu page for HVAC Community Events
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## How to Access the Admin Interface
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1. Go to: https://wordpress-974670-5399585.cloudwaysapps.com/wp-admin/
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2. Login with your admin credentials
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3. After login, you should see in the sidebar:
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- **HVAC Community Events** (main menu)
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- Under it: **Settings** and **Zoho CRM Sync**
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## Expected Menu Structure
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```
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HVAC Community Events [icon]
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├── Settings
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└── Zoho CRM Sync
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```
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## Zoho CRM Sync Page
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When you click on "Zoho CRM Sync", you should see:
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1. **Staging Mode Banner** (blue info box):
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- Current site: https://wordpress-974670-5399585.cloudwaysapps.com
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- Message: "Staging mode is active. Data sync will be simulated only."
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2. **Connection Status** section:
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- Test Connection button
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3. **Data Sync** section:
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- Events → Campaigns
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- Users → Contacts
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- Purchases → Invoices
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- Each with a "Sync" button
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4. **Sync Settings** section:
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- Enable automatic sync checkbox
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- Sync frequency dropdown
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## What Happens in Staging Mode
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- All sync operations are simulated
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- No data is sent to Zoho CRM
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- You'll see a preview of what would be synced
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- Test data shows first 5 records only
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## Troubleshooting
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If you don't see the menu:
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1. Try refreshing the page (Ctrl+F5)
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2. Log out and log back in
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3. Clear browser cache
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4. Check if the plugin is still active in Plugins page
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## Next Steps
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1. Complete OAuth setup using the guide
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2. Test the connection
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3. Try sync operations to see simulated results
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4. Review the test data preview
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The integration is now ready for testing. All operations are safe in staging mode. |