Overview
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Activating the module
- If the plugin is included in your HostBill edition you can download it from your client portal.
- If the plugin is not included in your HostBill edition you can purchase it from our marketplace and then download it from the client area.
- Once you download the plugin extract it in the main HostBill directory.
- Go to Settings → Modules, find and activate vTiger CRM plugin.
- Once the plugin is activated you will be directed to Settings→ Modules→ Plugins to configure the plugin.
Module configuration
Fill in the configuration fields:
Configuring vTiger CRM
Proceed to Extras → Plugins → vTiger CRM → Configuration tab to set merge fields and to be able to manually export clients. You can set which field from client details is to be sent to vTiger or enter a custom value.
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The vTiger CRM tab will display a list of clients who have not been exported to vTigerCRM. You can choose which customers you want to export.
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In the Mass Export tab you can mass export all clients according to the options set in the module configuration. For mass export to work properly, it is necessary to enable the HostBill Queue module.
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