How to connect vTiger with SharePoint

This "how-to-connect" documentation will explain the initial configuration of an example connection from vTiger to a SharePoint Online List in Office 365. We will be synchronizing data stored in vTiger.

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

1. Configuring vTiger

2. Configuring the Layer2 Cloud Connector

2.1 Creating a new connection

2.2 Configuring the Data Entity 1

2.3 Configuring the Data Entity 2

2.4 Running your connection

3. Hints and known issues

3.1 Connection direction

3.2 Data model

1. Configuring vTiger

Go to your vTiger Settings / My Preferences / My Preferences and copy the Access Key value and your Username:

vTiger access key

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.

Connections to vTiger can be uni-directional only. An initial connection should always be uni-directional to assure that both data entities are identical.

Step 1 vTiger connection setup.png

2.2. Configuring the Data Entity 1

We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.

Choose a Data Entity Title. It is recommended to give your entities meaningful names to maintain an overview when you decide to set up multiple connections.

Select the Data Provider for JSON from the data provider list. You can search for JSON by typing into the selection box.

Step 2 vTiger integration source setup.png

For the Connection String, we need the information mentioned in step 1. You can copy the below connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.

URI=https://mycompany.od2.vtiger.com/restapi/v1/vtiger/default/query?query=SELECT%20*%20FROM%20Contacts%3B;CustomHeaders=Authorization:Basic user:accesskey64encoded;FlattenArrays=1;

"URI=https://mycompany.od2.vtiger.com/restapi/v1/vtiger/default/query?query=yourquery;" change the mycompany value accordantly. The query in yourquery must be URL encoded. More information about the vTiger API can be found here.
"CustomHeaders=Authorization: Basic username:accesskey;" this property set the Authorization value. Use a base64 encoder and encode your username and access key from the step 1 separeted by a : like this myusername:accesskey. Replace username:accesskey with the encoded value.
"FlattenArrays=1;" this property can be used to flatten the elements of nested arrays into columns of their own. It is an optional parameter that delivers the best results for us if set to 1.

The Select Statement text box is used to define specific data queries. We will be gathering all data from our JSON query. You can copy the below select statement and adjust it to match your needs. Save your changes by using the right-hand pane option Save Changes.

SELECT * FROM json

Step 2.5 vTiger integration connection string setup.png

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane which will provide you with a pop-up window showing your sample data from your vTiger entity.

Preview data of vTiger integration.png

Set also a valid primary key column after visualizing the data.

2.3. Configuring the Data Entity 2

We are going to send the data to a custom SharePoint Online list. It's required that you set up this list prior to the next steps. Your list should contain matching columns according to your source entity.

Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 SharePoint Provider for this setup.

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

You can copy the below Connection String which contains the minimum of required properties to connect to your custom SharePoint Online list.

URL=https://your_custom_sharepoint_list_url/AllItems.aspx;Authentication=Microsoft_Modern;

"URL=https://your_custom_sharepoint_url/AllItems.aspx;" this property defines the URL of your custom list that will be addressed.
"Authentication=Microsoft_Modern;" this property will determine the authentication method used. Microsoft_Modern is the default authentication method to access Microsoft Office 365 / SharePoint Online and should work in most cases, even if the SharePoint site is connected to an ADFS. This authentication does not need any further connection string settings, other than the URL of the connected system.

Optional: "User" parameter for information about the account that has been used for the authentication.

Save your changes by using the right-hand pane option Save Changes.

Step 3 vTiger integration target setup.png

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. We enabled auto-mapping in our setup. Save your changes by using the right-hand pane option Save Changes.

Step 4 vTiger integration mapping.png

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process.

Step 5 vTiger data integration start.png