upskill-event-manager/wordpress-dev/ZOHO-INTEGRATION-SUMMARY.md

Zoho CRM Integration Summary

Implementation Overview

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.

Key Features

1. Staging Mode Protection

• Automatic Detection: System automatically detects if running on production (upskillhvac.com) or staging
• Write Protection: On staging environments, all write operations (POST, PUT, DELETE) are blocked
• Simulation Mode: Staging shows what data would be synced without actually sending it
• Visual Indicators: Clear "STAGING MODE" banners in the admin interface

2. OAuth 2.0 Authentication

• Secure token-based authentication
• Automatic token refresh
• Configuration stored in WordPress options
• Helper scripts for OAuth setup

3. Data Synchronization

Events → Campaigns

• Event title → Campaign_Name
• Start/End dates → Start_Date/End_Date
• Trainer information → Custom fields
• Venue details → Venue field

Users → Contacts

• Name → First_Name/Last_Name
• Email → Email
• Role → Contact_Type
• HVAC License → License_Number

Orders → Invoices

• Order number → Invoice_Number
• Total amount → Total
• Customer → Contact_Name
• Line items → Product_Details

4. Admin Interface

• Located at: HVAC Community Events → Zoho CRM Sync
• Test connection functionality
• Individual sync buttons for each data type
• Real-time progress indicators
• Test data preview in staging mode

File Structure

wordpress-dev/
├── bin/
│   ├── zoho-oauth-setup.sh         # OAuth setup helper
│   └── zoho-setup-complete.sh      # Complete setup script
│
└── wordpress/wp-content/plugins/hvac-community-events/
    ├── includes/
    │   ├── admin/
    │   │   └── class-zoho-admin.php    # Admin interface
    │   └── zoho/
    │       ├── class-zoho-crm-auth.php # OAuth handler
    │       ├── class-zoho-sync.php     # Sync logic
    │       ├── test-integration.php    # OAuth test
    │       ├── STAGING-MODE.md         # Staging docs
    │       └── README.md               # Integration docs
    │
    ├── assets/
    │   ├── js/zoho-admin.js           # Admin JavaScript
    │   └── css/zoho-admin.css         # Admin styles
    │
    └── tests/
        └── test-zoho-staging-mode.php  # Staging mode test

Setup Instructions

1. Environment Variables

Add to .env:

ZOHO_CLIENT_ID=your_client_id_here
ZOHO_CLIENT_SECRET=your_client_secret_here

2. OAuth Setup

cd wordpress-dev
./bin/zoho-setup-complete.sh

3. Follow OAuth Flow

1. Open the authorization URL in browser
2. Login to Zoho and approve permissions
3. Copy the authorization code
4. Paste into the terminal prompt

Testing

Staging Environment

1. Deploy to staging server
2. Access admin interface
3. See "STAGING MODE ACTIVE" banner
4. Test sync operations - data is simulated only
5. Review test data previews

Production Environment

1. Deploy to upskillhvac.com
2. Staging mode automatically deactivates
3. Test with a small data set first
4. Monitor API responses

Security Features

• OAuth 2.0 authentication
• Domain-based production detection
• No configuration for staging mode needed
• Encrypted token storage
• Automatic staging mode prevents data leaks

Important Notes

1. Staging Protection: The system will ONLY sync to Zoho CRM when running on upskillhvac.com
2. No Manual Configuration: Staging mode is automatic based on domain
3. Visual Confirmation: Always check for staging mode banner before syncing
4. Test First: Use staging mode to verify data mappings before production

Future Enhancements

1. Webhook support for real-time sync
2. Bulk operation optimization
3. Custom field mapping UI
4. Scheduled sync options
5. Detailed sync reports

Support

For issues or questions:

1. Check /includes/zoho/README.md for detailed documentation
2. Review /includes/zoho/STAGING-MODE.md for staging specifics
3. Enable debug mode in zoho-config.php for troubleshooting