upskill-event-manager/wordpress-dev/WORDPRESS-ADMIN-ACCESS.md

WordPress Admin Access Instructions

Current Status

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.

Issues Resolved

1. Removed backup plugins: The duplicate HVAC plugin directories have been removed
2. Updated menu registration: Changed from Settings submenu to top-level menu
3. Fixed admin interface: Added main menu page for HVAC Community Events

How to Access the Admin Interface

1. Go to: https://wordpress-974670-5399585.cloudwaysapps.com/wp-admin/
2. Login with your admin credentials
3. After login, you should see in the sidebar:
   • HVAC Community Events (main menu)
   • Under it: Settings and Zoho CRM Sync

Expected Menu Structure

HVAC Community Events    [icon]
├── Settings
└── Zoho CRM Sync

Zoho CRM Sync Page

When you click on "Zoho CRM Sync", you should see:

1. Staging Mode Banner (blue info box):

   • Current site: https://wordpress-974670-5399585.cloudwaysapps.com
   • Message: "Staging mode is active. Data sync will be simulated only."

2. Connection Status section:

   • Test Connection button

3. Data Sync section:

   • Events → Campaigns
   • Users → Contacts
   • Purchases → Invoices
   • Each with a "Sync" button

4. Sync Settings section:

   • Enable automatic sync checkbox
   • Sync frequency dropdown

What Happens in Staging Mode

• All sync operations are simulated
• No data is sent to Zoho CRM
• You'll see a preview of what would be synced
• Test data shows first 5 records only

Troubleshooting

If you don't see the menu:

1. Try refreshing the page (Ctrl+F5)
2. Log out and log back in
3. Clear browser cache
4. Check if the plugin is still active in Plugins page

Next Steps

1. Complete OAuth setup using the guide
2. Test the connection
3. Try sync operations to see simulated results
4. Review the test data preview

The integration is now ready for testing. All operations are safe in staging mode.