fivejars/openy_traction_rec

Provides integration with Traction Rec CRM for Open Y

1.0.0-alpha.2 2022-02-03 20:26 UTC

This package is auto-updated.

Last update: 2024-04-29 04:59:21 UTC


README

Module provides Open Y integration with the Traction Rec CRM

JWT OAuth flow is used for the integration: OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration

Installation

composer require fivejars/openy_traction_rec

Usage

The main module itself provides only API that helps fetch data from the TractionRec. More specific functionality is provided in sub-modules:

  • Open Y: Traction Rec PEF import provides PEF migrations.
  • Open Y Traction Rec: Activity Finder extends Open Y Activity Finder with the new fields and logic.

Configuration

  • Go to /admin/config/system/keys and create a new https://www.drupal.org/project/key to store private key used for JWT flow.
  • Go to /admin/openy/integrations/traction_rec/settings connection settings form and use the keys & secrets provided by Traction Rec.