Google Integration

Configure your Google Account

For secure sync of google contacts and calendar events, you need to configure your

  • Client ID

  • Client Secret in Joforce

To do so, click on Profile Icon → Settings → Other settings → Google Settings and configure your Client Id and Secret

Once configured, you and your users can connect your own Google Account with JoForce.

Get your Client ID and Secret

  • Login to your developer console

  • Click on the projects menu at the top. It displays the list of all projects that you already have. Choose one among them else create a new one.

  • Your new project is created, now click on Credential from the left side menu

  • Navigate to the OAuth consent screen , Provide the email address, product name and click on Save

  • Now navigate to the Credential tab → Create Credentials → choose OAuth client Id from the drop down

  • Choose your web application from the application type

  • Enter your domain in the Authorized redirect URIs and click on Create

  • Copy and paste your Client Id and Secret in JoForce

Connect your google account

You can configure the google settings in 2 different ways.

  1. Click on the Profile icon → My Preferences → Extensions → Google

  2. Else navigate to the Contacts or Calendar module. Click on Lists drop down at the top. Navigate to the Extensions section, click on Google option

Once done, you will be navigated to the Select modules to sync section.

  • Connect your JoForce CRM with your Google Account by clicking on the Sign in with Google button

  • To enable sync between your Google account JoForce CRM, click on the checkbox Enable Sync

  • Choose the sync type, JoForce CRM offers with 3 options

    • Sync Both Ways

    • Sync from Vtiger to Google

    • Sync from Google to Vtiger

  • Field Mapping

    • For Calendar - All the JoForce CRM fields are mapped with the Google fields appropriately. You can also view the mapping by clicking on the View below the Field Mapping.

    • For Contacts - All the Standard fields are mapped by default, if you’re using any custom fields, you can configure the fields by clicking on the Configure below the Field Mapping.

      • Click on Add Custom Mapping, choose the appropriate value (i.e. Email or phone or URL or any other custom field)

      • You can also delete the custom mapping field, by clicking on the Trash icon on the right edge of the desired field.

      • Once done, click on Save.

  • Finally, hit Save Settings.

Last updated on 3rd Apr 2018