139 lines
No EOL
4.2 KiB
Markdown
139 lines
No EOL
4.2 KiB
Markdown
# Zoho CRM Integration Summary
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## Implementation Overview
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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.
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## Key Features
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### 1. Staging Mode Protection
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- **Automatic Detection**: System automatically detects if running on production (`upskillhvac.com`) or staging
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- **Write Protection**: On staging environments, all write operations (POST, PUT, DELETE) are blocked
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- **Simulation Mode**: Staging shows what data would be synced without actually sending it
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- **Visual Indicators**: Clear "STAGING MODE" banners in the admin interface
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### 2. OAuth 2.0 Authentication
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- Secure token-based authentication
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- Automatic token refresh
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- Configuration stored in WordPress options
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- Helper scripts for OAuth setup
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### 3. Data Synchronization
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#### Events → Campaigns
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- Event title → Campaign_Name
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- Start/End dates → Start_Date/End_Date
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- Trainer information → Custom fields
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- Venue details → Venue field
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#### Users → Contacts
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- Name → First_Name/Last_Name
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- Email → Email
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- Role → Contact_Type
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- HVAC License → License_Number
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#### Orders → Invoices
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- Order number → Invoice_Number
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- Total amount → Total
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- Customer → Contact_Name
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- Line items → Product_Details
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### 4. Admin Interface
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- Located at: HVAC Community Events → Zoho CRM Sync
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- Test connection functionality
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- Individual sync buttons for each data type
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- Real-time progress indicators
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- Test data preview in staging mode
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## File Structure
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```
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wordpress-dev/
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├── bin/
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│ ├── zoho-oauth-setup.sh # OAuth setup helper
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│ └── zoho-setup-complete.sh # Complete setup script
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│
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└── wordpress/wp-content/plugins/hvac-community-events/
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├── includes/
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│ ├── admin/
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│ │ └── class-zoho-admin.php # Admin interface
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│ └── zoho/
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│ ├── class-zoho-crm-auth.php # OAuth handler
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│ ├── class-zoho-sync.php # Sync logic
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│ ├── test-integration.php # OAuth test
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│ ├── STAGING-MODE.md # Staging docs
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│ └── README.md # Integration docs
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│
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├── assets/
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│ ├── js/zoho-admin.js # Admin JavaScript
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│ └── css/zoho-admin.css # Admin styles
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│
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└── tests/
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└── test-zoho-staging-mode.php # Staging mode test
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```
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## Setup Instructions
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### 1. Environment Variables
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Add to `.env`:
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```
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ZOHO_CLIENT_ID=your_client_id_here
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ZOHO_CLIENT_SECRET=your_client_secret_here
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```
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### 2. OAuth Setup
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```bash
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cd wordpress-dev
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./bin/zoho-setup-complete.sh
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```
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### 3. Follow OAuth Flow
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1. Open the authorization URL in browser
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2. Login to Zoho and approve permissions
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3. Copy the authorization code
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4. Paste into the terminal prompt
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## Testing
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### Staging Environment
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1. Deploy to staging server
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2. Access admin interface
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3. See "STAGING MODE ACTIVE" banner
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4. Test sync operations - data is simulated only
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5. Review test data previews
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### Production Environment
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1. Deploy to upskillhvac.com
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2. Staging mode automatically deactivates
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3. Test with a small data set first
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4. Monitor API responses
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## Security Features
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- OAuth 2.0 authentication
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- Domain-based production detection
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- No configuration for staging mode needed
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- Encrypted token storage
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- Automatic staging mode prevents data leaks
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## Important Notes
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1. **Staging Protection**: The system will ONLY sync to Zoho CRM when running on `upskillhvac.com`
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2. **No Manual Configuration**: Staging mode is automatic based on domain
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3. **Visual Confirmation**: Always check for staging mode banner before syncing
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4. **Test First**: Use staging mode to verify data mappings before production
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## Future Enhancements
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1. Webhook support for real-time sync
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2. Bulk operation optimization
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3. Custom field mapping UI
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4. Scheduled sync options
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5. Detailed sync reports
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## Support
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For issues or questions:
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1. Check `/includes/zoho/README.md` for detailed documentation
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2. Review `/includes/zoho/STAGING-MODE.md` for staging specifics
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3. Enable debug mode in `zoho-config.php` for troubleshooting |