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An Outlook add-in for seamlessly integrating email content into VTiger CRM as Project Tasks, leveraging VTiger's standard API for efficient project management.

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andreachecchi/outlook_vtiger

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Outlook to VTiger Email Integration

This project provides an add-in for quickly integrating Outlook emails into VTiger CRM. By leveraging VTiger's standard API, the add-in allows users to streamline the process of attaching email content to the CRM as part of their project management workflow.

With this tool, the textual content of emails can be seamlessly added to a Project Task, ensuring better organization and tracking within VTiger. A Project is required to associate the task, making it a valuable solution for teams relying on VTiger for project-based activities.

Key Features

  • Easy Configuration: Requires VTiger credentials (username and access key) and the base URL where VTiger is installed.
  • HTTPS Compatibility: VTiger must be accessible over HTTPS for security.
  • Basic Authentication Support: If VTiger is behind a Basic Authentication, credentials can be provided; otherwise, leave the fields empty.
  • Streamlined Email Management: Automatically attaches the textual content of emails to Project Tasks in VTiger.
  • Project Association: Each task requires a Project for proper categorization and tracking.

Disclaimer

This project is provided as-is, with no guarantees or warranties. However, support, extensions, or customizations can be arranged on a project basis. For inquiries, feel free to contact me directly.

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An Outlook add-in for seamlessly integrating email content into VTiger CRM as Project Tasks, leveraging VTiger's standard API for efficient project management.

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