How to integrate Vicidial with Vtiger

Vicidial 2.0.5 Open Source Call Center Suite now includes more integration options with Vtiger 5.0.4:

– ViciDial Agent screen search for lead/account/vendor
– User synchronization of VICIDIAL users to Vtiger user database
– User Group synchronization of VICIDIAL user groups to Vtiger Groups
– Added activity event option(call logging in Vtiger) when going from VICIDIAL to Vtiger Accounts
– Ability to click-to-dial a phone number from a record in Vtiger Account screen to the vicidial agent screen
– Optional script to bulk load leads into Vtiger from a CSV file since Vtiger only seems to want to load 500 at a time:
Vtiger_IN_new_accounts_file.pl (we’ve loaded 10,000s at a time)
– Batch Account synchronization through script to output new leads from Vtiger and update existing leads in the VICIDIAL system:
Vtiger_OUT_sync2VICIDIAL_file.pl then you run the VICIDIAL_IN_new_leads_file.pl script to load the new leads

#################

There are three things in this guide
1-For MySQL
2-Installation of Vtigercrm 5.0.4
3-Integration with VICIDIALNOW VERSION: 2.0.5-173

Let we take these steps one by one.

1-For MySQL

CODE: SELECT ALL

#mysql -u root -p   (it will ask for root password default is vicidialnow)
mysql>GRANT ALL on vtigercrm504.* TO vtiger@'%' IDENTIFIED BY 'vtuser';
mysql>GRANT ALL on vtigercrm504.* TO vtiger@localhost IDENTIFIED BY 'vtuser';
mysql>create database vtigercrm504;
mysql>quit


2-Installation of Vtigercrm 5.0.4

CODE: SELECT ALL

#cd /var/www/html
#rm -r -f vtigercrm
#wget http://voxel.dl.sourceforge.net/sourceforge/vtigercrm/vtigercrm-5.0.4.tar.gz
#gunzip vtigercrm-5.0.4.tar.gz
#tar xvf vtigercrm-5.0.4.tar
#chmod -R 0777 vtigercrm
#cd vtigercrm


* in browser go to the following URL: http://ip-address/vtigercrm/index.php
* enter contact info and click the START button at the bottom of the screen
* in system configuration set the database host to: <ip-address>
* database user/pass: vtiger/vtuser
* database name: vtigercrm504
* change default admin(vtadmin) and standarduser(vtuser) passwords
* click to install vtiger, then follow the on-screen instructions

After successful install it will ask for login into vtiger crm, you can login to test if everything is fine. Password for admin to login is “vtadmin”, we have choosen this in aboive step.

Now we have to patch this new install of vtiger to work with VICIDIALNOW
Note: Make sure to execute these commands in vtigercrm folder

CODE: SELECT ALL

#wget http://www.eflo.net/files/Vtiger504_vicidial.patch
#patch -p1 < ./Vtiger504_vicidial.patch


After this goto admin interface for integration and user synchronization
Admin->System Settings

3-Integration with VICIDIALNOW

CODE: SELECT ALL

Enable Vtiger Integration:  1
Vtiger DB Server IP: <your ip>
Vtiger DB Name: vtigercrm504
Vtiger DB Login: vtiger
Vtiger DB Password: vtuser
Vtiger URL: <yout ip>/vtigercrm


Submit setting and click “Click here to Synchronize users with Vtiger”

This will synchronize all users with VTIGER

Note: After synchronization your VTIGER admin password is replaced wih your VICIDIALNOW admin password.