Zoho CRM 2 Moodle: Installation and User Guide

Zoho CRM 2 Moodle: Installation and User Guide

Installation Steps:
  1. Login into Zoho CRM using your admin login.
  2. Go to Zoho Marketplace and search for 'Moodle for Zoho CRM' extension.
  3. Click install.
  4. Once installed then set the following extension settings:
    • Moodle API URL: e.g: https:yourmoodledomain/webservice/rest/server.php (http
      or https: depends on your moodle application server)
    • Moodle API Key: e.g: cfeb9XXXXXXXXXXXXXXXXXXXXXXXXXX90d

How to get a Moodle API Key:
To get a Moodle API Key please follow the steps below:

Step 1 - Login to your Moodle site as an Administrator.
Step 2 - Check if Web service is enabled.
  • Then click the Add Service button and you will be redirected to the Add Functions page
  • Once redirected click Add Functions.
moodle_2.2.png
  • A form will be open where you can add functions.
  • Choose the function: core_user_create_users.
  • And click 'Add Function'.

moodle_2.3.png

Step 4 - Check the REST Protocol is enabled. 
  • Go to site administration > Plugins > Web services > Manage Protocols.
moodle_3.png

Step 5 - Add Token
  • The saved Token will be listed.
  • Copy the token and place it into the extension settings field 'Moodle API Key.
moodle_5.png


How it works:
  1. Once this extension has been installed into the CRM, two fields will be created in the Contacts Module:
    • Status (Picklist: Pending and Approved).
    • Moodle ID (Number).
  2. The Moodle API URL and Moodle API Key need to be set when you install the Extension.
  3. When a new contact is created with the status 'Approved' in the CRM contact Module, the contacts basic information will be pushed to Moodle with a default Moodle login password ' Password1! '.
  4. When a status has been updated from 'Pending' to 'Approved' in the CRM Contact Module, the contact's basic information will be pushed to Moodle with a default Moodle login password ' Password1! '.
  5. A Moodle username will be generated with Alphanumeric characters based on the contact' email address (e.g. If an email address is john.smith.2+dev@oscillosoft.com.au the Moodle username will be generated as johnsmith2devoscillosoftcomau).
  6. Each CRM Contact will need to have a unique email address.
  7. If a duplicate email address is found or an email fails to be pushed, a note will be created in CRM Contacts Note. See below: 
    IMG_02052017_131300_0.png

Screens after Moodle extension has been successfully installed

Screen 1 - Create custom fields in Contacts after successful installation 

screen1.png


Screen 2  - When a student's status changes to Approved, it is pushed to Moodle, and a Moodle ID is set

screen2.png

Screen 3 - Browse the list of existing students to find the newly added Student 

screen3.png


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