Zoho CRM 2 Moodle User Guide
This article will run you through the steps to using the Zoho CRM 2 Moodle extension.
Creating Moodle Users
- Once this extension has been installed into the CRM, two fields will be created in the Contacts Module:
The Moodle API URL and Moodle API Key need to be set when you install the Extension.
- Status (Picklist: Pending and Approved).
- Moodle ID (Number).
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!
When a status has been updated from 'Pending' to 'Approved' in the CRM Contact Module, the contacts' basic information will be pushed to Moodle with a default Moodle login password: Password1!
A Moodle username will be generated with Alphanumeric characters based on the contacts email address (e.g. If an email address is firstname.lastname@example.org the Moodle username will be generated as johnsmith2devoscillosoftcomau)
Each CRM Contact needs to have a unique email address.
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:
We have demonstrated the steps to use this extension. If you have any questions about this extension or would like to know more, please send a ticket to email@example.com
Zoho CRM 2 Moodle: Installation and User Guide
Installation Steps: Login into Zoho CRM using your admin login. Go to Zoho Marketplace and search for 'Moodle for Zoho CRM' extension. Click install. Once installed then set the following extension settings: Moodle API URL: e.g: ...
USER GUIDE - Zoho CRM 2 Moodle (Advanced)
CRM Modules Customizations: During the installation of the Moodle extension in your Zoho CRM, custom fields will be created in modules for easy operating and usage during the sync. Contacts: Moodle Role: dropdown values (Student, Teacher). Moodle ...
Installation Guide - Zoho CRM 2 Moodle (Advanced)
1. Installing the Extension You can go to Zoho Marketplace to install the extension, or log in to your Zoho CRM account to install. To install the extension 1.1 Click Setup > Marketplace > Extensions > All. All the installed extensions are ...
Syncing issues with Zoho CRM to Xero extension
Syncing with Zoho CRM to Xero extension Overview From this point, we are assuming you have set up your Zoho CRM to Xero extension. If you haven't, you can easily set up by following this guide here ...
Zoho CRM 2 Google Drive - Installation Guide
To install the extension Go to Setup > Marketplace > All. Under this menu, you can find all Zoho CRM supported extensions and all your installed extensions nested under ALL EXTENSIONS and INSTALLED EXTENSIONS respectively. Go to All Extensions, and ...