Documentation

Description

VTiger is a comprehensive CRM platform designed to help businesses manage sales, marketing, customer support, and inventory in a single system. It offers tools for lead management, workflow automation, and customer engagement, with both cloud and on-premise deployment options.

The schema information shows all report types you can use to extract data from VTiger.

Follow our setup guide to connect VTiger to Improvado.

Step 1. Click the Make a new Connection on the Connections page.
Categories on the Data sources page group all available platforms. Use a search to find the required one.

Step 2. Click on the VTiger tile.

‍Step 3. Authorize your VTiger account using your Domain, Username and Access Key.

Note: You can find Username and Access Key information under My Preferences in the CRM Web UI. You can find your domain in CRM Web UI address URL. (Example: https://improvado.ug3.vtiger.com)

Step 4. After completing the connection process, the VTiger connection will appear in your Connected sources list.

Step 5. When the connection status is Active, and the account status column shows a number of accounts, you can move on to data extraction.

Step 6. To extract data from the connected sources, check the instructions on how to set up data extraction.