Revision as of 17:43, 4 April 2013

Enabling Google Integration will let users into X2CRM using their Google accounts. Furthermore, they will be able synchronize their Google Calendars with content from their X2CRM user calendars.

Creating an API Project

To enable Google integration, you will first need to create a Google API project for your X2CRM installation. To do this:

1. Go to your Google APIs Console while logged into your Google account.
2. Click "Create Project". You should be directed to the Services tab.
3. Turn on the "Calendar" item by clicking on the toggle switch button next to its name and agreeing to the usage terms and conditions of the Calendar API.
4. Go to the API Access tab and click "Create an OAuth 2.0 client ID".
5. Enter a product name. This is what users will see when they are prompted to allow the application to access their Google account.
6. For the type of the application, select "Web Application."
7. You should see a section entitled "Client ID for Web Applications". In that section, select "Edit Settings."
8. In the Authorized Redirect URIs box, put in the following two URIs, replacing domain.name/webroot with the domain name and web directory where X2CRM is installed:

http://domain.name/webroot/index.php/calendar/syncActionsToGoogleCalendar
http://domain.name/webroot/index.php/site/googleLogin

Configuring X2CRM

1. In X2CRM, go to "Google Integration" under the System Settings section of the Admin page.
2. Check the box to enable integration, and paste the Client ID and Client Secret from the "Client ID for Web Applications" on the API Access page of your Google Console. Don't worry about the API Key field; it's not necessary as of now.

Individual User Login

Each user wishing to log in using their Google account should first go to Update Profile, which can be found in the left menu when they are viewing their profile, and set the Google ID field to their GMail address. Then, to login:

1. Log out
2. Click "Login with Google" at the login screen, and follow the link "Login with Google ID"
3. Click the necessary button button to permit X2CRM to access your Google account.