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OneCRM | Integrations
Learn how to leverage built-in integrations to payment gateways, Google, AWS and more
Dropbox Backup
Setting Up Dropbox Backups We always recommend customers to maintain backup of their data in OneHash. The database backup is downloaded in the form of an SQL file. If needed, this SQL file of backup can be restored in the another OneHash account as well. You can automate database backup download of your OneHash account into your Dropbox account. To setup Dropbox Backup, ++Home > Integrations > Dropbox Settings++ Steps are different for OneHash managed versions and open-source ver
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LDAP Integration
Setting up LDAP Lightweight Directory Access Protocol (LDAP) is a centralized access control system used by many small and medium-scale organizations. By settings up LDAP service, you able to login to OneHash account by using LDAP credentials. To use LDAP, you will first need to install the ldap3 Python module. To do this, open a terminal session on your server that hosts the OneHash instance. Go to the frappe-bench directory. run the command: ./env/pip install ldap3 Y
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Configure Google Cloud (Google Integration)
Steps to configure Google Cloud Platform and Google Integrations. Login to Google Cloud Platform -> Create New Project -> Generate 0Auth 2.0 Credentials Search for “People API” in the search bar and click on enable to enable ++ Contacts Integration ++. Search for “Calendar API” in the search bar and click on enable to enable ++ Calendar Integration ++. Go to API and Services -> Credentials -> Create Credentials -> 0Auth Client ID In
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Google Drive
Google Drive Integration OneHash provides an integration with Google Drive in order for all users to backup their data to Google Drive. How to set up Google Drive Integration In order to allow a OneHash to upload backups to Google Drive, you need to authorize OneHash to upload files to Google Drive. Google Drive Integration is set up with the following steps: Create OAuth 2.0 Credentials via Google Settings. In the G
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Shopify Integration
Shopify Integration The Shopify Connector pulls the orders from Shopify and creates Sales Order against them in OneHash. While creating the sales order if Customer or Item is missing in OneHash the system will create new Customer/Item by pulling respective details from Shopify. Create A Private App in Shopify Click on Apps in menu bar Click on Manage private apps
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Woocommerce Integration
WooCommerce Integration Using WooCommerce Integration, the system creates Sales Orders in OneHash for the orders created on WooCommerce using the WooCommerce webhook. While creating a Sales Order from WooCommerce, if the Customer or Item is missing in OneHash, the system will create new Customer/Item by using the respective details from WooCommerce order data. It also creates Address linked to the Customer using the shipping details from the order data.
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Amazon Integration
Amazon MWS Integration The Amazon Connector pulls Products and Sales Orders from Amazon marketplace. The sync of Products and Sales Orders is sequential. You have to sync the products before you Sync the Sales Orders. How to Setup Amazon MWS Connector? Setting Up Credentials in OneHash You can request the developer credentials from Amazon MWS once you are a registered seller on their website. For more details on the same, [click here](https://docs.developer.amazonservices.com/en_
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Google Settings
Google Settings To enable Google Integrations, OneHash needs access to the API through which the data will be synced which is achieved using OAuth 2.0 Authentication Protocol. How to set up Google Settings For Google Calendar, Google Contacts, Google Drive In order to allow a synchronization with Google Calendar, Google Contacts or Google Drive you need to authorize OneHash to get data from Google. Following is an example for setting up Google Contacts Integration Creat
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Google Calendar
Google Calendar Integration OneHash provides an integration with Google Calendar in order for all users to synchronize their Google Calendar Events with OneHash . In order to allow a synchronization with Google Calendar, you need to authorize OneHash to get Calendar Events data from Google. Google Calendar Integration is set up with the following steps: Create OAuth 2.0 Credentials via [Google Settings](https://help.onehash.ai/en/article/google
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Google Contacts
Google Contacts Integration OneHash provides an integration with Google Contacts in order for all users to synchronize their Google Contacts with OneHash . How to set up Google Contacts Integration In order to allow a synchronization with Google Contacts, you need to authorize OneHash to get Contacts data from Google. Google Contacts Integration is set up with the following steps: Create OAuth 2.0 Credentials via [Google Settings](https://help.onehash.ai/en/article/google-settings-
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Google Maps Integration
Google Maps Integration ERPNext provides an integration with Google Maps to calculate and optimize time for Delivery Trips. How to set up Google Maps Integration To setup Google Maps in order to allow a OneHash to calculate and optimize time for Delivery Trip, follow the steps: Enable API access Google Settings. How to use Google Maps Integration Calculating and optimizing Delivery Trips Once Google Maps I
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Paypal Integration
Setting up PayPal A payment gateway is an e-commerce application service provider service that authorizes credit card payments for e-businesses, online retailers, bricks and clicks, or traditional brick and mortar. A payment gateway facilitates the transfer of information between a payment portal (such as a website, mobile phone or interactive voice response service) and the Front End Processor or acquiring bank. To setup PayPal , ++Home > Integrations > Payments > PayPal Settings ++
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Razorpay Integration
RazorPay Integration A payment gateway is an e-commerce application service provider service that authorises credit card payments for e-businesses, online retailers, bricks and clicks, or traditional brick and mortar. A payment gateway facilitates the transfer of information between a payment portal (such as a website, mobile phone or interactive voice response service) and the Front End Processor or acquiring bank. To setup RazorPay, ++Explore > Integrations > RazorPay Settings++ , a Webhooks Secret key. You can setup several GoCardless payment gateways if needed. The choice of payment gateway account will determine which GoCardless account is used for the payment. ![](https://storage.crisp.chat/user
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Stripe Integration
To setup Stripe, ++ Integrations > Stripe Settings++ Setup Stripe To enable Stripe payment service, you need to configure parameters like Publishable Key, Secret Key On enabling service, the system will create Payment Gateway record and Account head in chart of account with account type as Bank. Also it will create Payment Gateway Account entry. Payment Gateway Account is c
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Braintree Integration
Setting up Braintree To setup Braintree, go to ++ Explore > Integrations > Braintree Settings ++ Setup Braintree To enable Braintree in your OneHash account, you need to configure the following parameters: Payment Gateway Merchant ID Public Key Private Key You can setup several Braintree payment gateways if needed. The choice of payment gateway account will determine which braintree account is used for the payment. ![](https://storage.crisp.chat/users/helpdesk/website/6f1c2c
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Exotel Integration
Exotel Integration This integration allows you to integrate Exotel into your OneHash account. Leads and their phone numbers captured via Exotel can be saved directly to your OneHash. Track incoming calls in your OneHash account. Shows existing lead/customer information pop-up to employees when an incoming call is received. 2.1 Setup your Exotel account Login to your Exotel account and go to App Bazar. Create a new App for a new flow. Setup
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