Zoho CRM 2 Moodle: Installation and User Guide
- 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: 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.
- A form will be open where you can add functions.
- Choose the function: core_user_create_users.
- And click 'Add Function'.
Step 4 - Check the REST Protocol is enabled.
- Go to site administration > Plugins > Web services > Manage Protocols.
- The saved Token will be listed.
- Copy the token and place it into the extension settings field 'Moodle API Key.
How it works:
- 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 email@example.com the Moodle username will be generated as johnsmith2devoscillosoftcomau).
Each CRM Contact will need 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:
Screens after Moodle extension has been successfully installed
Screen 1 - Create custom fields in Contacts after successful installation
Screen 2 - When a student's status changes to Approved, it is pushed to Moodle, and a Moodle ID is set
Screen 3 - Browse the list of existing students to find the newly added Student
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