Requirements for ZPortals
In order to set up and use ZPortals you will need to have the following:
- Paid Version of Zoho CRM (Zoho One, Standard, Professional, Enterprise, Ultimate, CRM Plus)
- Wordpress 5.7 (Installing Wordpress)
- PHP 7.4 or higher
- No duplicate Contacts in CRM (see how to check and resolve duplicate contacts)
- A ZPortals License (Obtaining a License Key)
Install ZPortals in WordPress
In the WordPress admin, follow these steps to install the ZPortals plugin that you downloaded locally: Go to "Plugins" on the left side of the menu and select the "Add New" sub menu Click on the "Upload Plugin" button at the top Upload the plugin by ...
Input License Key
Once the plugin has been activated, a ZPortals menu will have been created in the WordPress admin. Input the License Key (provided in the ZPortals portal menu, "Licenses") Note: make sure to remove any extra or trailing spaces that may have been ...
Add Wordpress Page(s)
First thing first, Grab your shortcode. Navigate to ZPortals>Info>Portal Page Setup and copy your shortcode. The procedure is the same for both the Portal shortcode and Ecommerce shortcodes Once you have your shortcode copied navigate to the Pages ...
Connecting Zoho Workdrive
Prerequisites: Connecting Zoho CRM To setup Zoho Workdrive you need to go to ZPortals>Zoho API Settings>Workdrive and click Activate Workdrive Integration and then click the blue Authorize button. You must be logged into Zoho in the same browser as ...
Connecting Zoho Vault
Prerequisites: Zoho Vault must be added to your Zoho One Apps To setup Zoho Vault you need to go to ZPortals>Zoho API Settings>Zoho Vault and click Activate Vault Integration and then click the blue Authorize button. You must be logged into Zoho in ...