- Make an installation of WordPress
- Download the base plugin FormsCRM from WordPress repository: https://wordpress.org/plugins/formscrm/
- Download this repository to /wp-content/plugins
- Search and replace CRMNAME to the CRM in proper name, and crmname to the name in lowercase.
- Edit the class included in includes/class-crm-crmname.php to connect to the CRM.
In the CRM Class there are four methods to connect to the CRM. You will find it in includes/class-crm-crmname.php
The ones that makes the connection with the API of the CRM. It has to be with the native function of WordPress wp_remote_request if it's API Rest, use others if it's different.
Return: Array of data.
With the credentials needed, you have to login to the CRM and return true or false depends of the response.
List of modules that we can connect and send to the CRM. Ideally would be to have dynamic load of this function.
List of fields of the module selected that we can connect and send to the CRM. Ideally would be to have dynamic load of this function. Return: Array of fields.
Create entry with values to the CRM merged. Take care of fields that need special format. Return: id or message error.
In order to be more productive, you can use in your installation a test file to directly testing the connection to the CRM. Steps:
- Copy file of credentials-sample.json to credentials.json.
- Execute in your browser with the url: http://domain.local/wp-content/plugins/formscrm-base/test/test.php