Overview :
Google Contact extensions allow each user to set up their own Google Contact Configuration to Sync event from vTiger to Google and vice versa.
Features :
- Admin can configure the Credentials, Add Settings for Sync Contacts and also be able to select Users for which they want to allow Sync from vTiger to Google and vice versa.
- Users are able to see the Log of Sync Contacts.
How to use vTiger Google Contacts ?
1. In the CRM Menu Page → Click on Sales → Click GoogleOffice365Suite Link.
2. Once GoogleOffice365Suite Page opens, It’ll look like as shown in the below screenshot.
3. Once the user clicks on Google Contacts, It’ll look like as shown in the screenshot below.
4. Once the user clicks on Step 1 Authentication Configuration, It’ll look like as shown in the screenshot below.
Click on “Edit” for Configure the Client Id, Client Secret and Domain URL which is necessary to Sync Events from vTiger to Google and vice versa using Google Contacts API.
5. Once you save the configuration, it will look like the below screenshot.
Note: User can configure only one configuration at a time means user can’t configure multiple credentials.
6. Once you add configuration, Step 2 Generate Token is enabled for further processes as shown in the below screenshot.
7. Once the user clicks on Step 2 Generate Token, It’ll look like as shown in the screenshot below.
8. Once a user clicks on the “Here” Link for Generating the Token, it’ll redirect to the Gmail Login Page/Gmail Account Selection.
9. Once you Select/Enter the Gmail Account for configuring Google Contacts, It’ll ask for permission if you have or not to Configure the Contacts.
10. Once you click on “Continue”, It’ll ask for permission to sync Contacts from vTiger to Google and vice versa.
11. After allowing Google Contacts to sync the Google Contact, It’ll look like the below screenshot.
12. Once you click on Step 3 Sync Google Contacts, It’ll look like the below screenshot where you can see the manual sync button for vTiger to google and vice versa. Also users can see Log for synced Event by Clicking on the “View Sync Log” Button.
For syncing contact vTiger to google, here you can see one contact in vTiger.
To sync contacts from vTiger to google, click on Sync from vTiger.
After clicking on sync you can see the contact has been synced in Google Contacts.
Here you can check the logs.
Google Contact To vTiger Syncing Process
Here you can see one google contact is created which will be synced to the vTiger
Now to sync from Google Contacts to vTiger Contacts click on Sync from Google.
Here, you can check in vTiger contacts the contact from Google has been synced successfully.
Here you can check the log of syncing process
