vtiger CRM

ContactGrabber uses SOAP to export Data to VTigerCRM Version 5. For this reason you have to modify some files in the VTigerCRM installation.

Preferences

Connection Parameter

In this group you can specify the parameter ContactGrabber needs to connect to vtiger CRM system.

Enter User and Passwort according to the login data on vtiger CRM server.
Hostname is the name or the IP number of vtiger CRM server.
The default port of HTTP application is 80. If you are running vtiger CRM on a different port please specify the port here.
ContactGrabber supports version 4 and 5 of vtiger. Please specify your version here.
The path corresponds to the vtiger CRM system path on the HTTP server if you have installed vtiger CRM in another path as the root path. For example if you reach the system with browser using a link like http://test.ibs-quadrat.de/test/vtiger then the path is /test/vtiger
ContactGrabber can connect to a HTTP-Server using a SSL connection that is based on a verified, official certificate or on an unverified certificate. A verified certificate you can get from Verisign. If you are using vtigerCRM with an unverified certificate mark the checkbox.
If you are using the HTTP proxy to connect to vtiger CRM server you can specify a proxy in the Proxy preference page.

You can check all connection parameter by using the "Test Connection" button.

Data Creation

ContactGrabber can create addresses as Vendors, Leads or Contacts/Accounts in vtiger CRM. If you activate one or more of these exports then the exports are shown in the export selection box in the main dialog of ContactGrabber. You have to activate at least one export.

Using the option Contact/Account you can specify if the address is exported as Contact, as Account or as Contact and Account at the same time. If Contact and Account is exported at the same time ContactGrabber creates a relationship between these datasets in vtiger CRM. ContactGrabber creates the Contact always. But if there is an Account available in vtiger CRM that has the same name as the Account that should be exported ContactGrabber creates only the relationship between the newly created Contact and the found Account.

Contact and Account can only be exported if the address has the suitable data. For Contact you need the lastname and for Account the company name is necessary.
If the checkbox "Ask for missing data" is checked ContactGrabber opens a popup dialog while exporting and you can enter the missing data.
The checkbox "Export Parsefield to Description" allows you to export the content of the parsefield to the description of the created datasets.

Storage of Adressdata

ContactGrabber offers the ability to store the addressdata of Account records as Billing- and/or Shippingaddress. With Lead/Contact/Vendor records ContactGrabber can store the addressdata as Mailingaddress and/or Other Address. You can specify these combinations using the select boxes.

Export

During the export ContactGrabber shows selection dialogs if there are similar Accounts, Contacts, Leads or Vendors available on vtiger CRM server. In the selection dialog for Accounts you can choose to pick an Account or create a new one. Clicking the right mouse button a popup comes up where you can find an action to show the selected Account using the browser.

With Contacts, Leads and Vendors its the same. A selection dialog comes up if there are similar records available. You can choose to create a new record or to cancel the export.

You can activate the result protocol using the check box "Show Operation ResultDialog". If this option is activated ContactGrabber shows the result of the export in a dialog. You can navigate to the created records quickly using the hyperlinks in the protocol dialog.