Installation Guide

General Info

Navigate to Plugins » Add New in your WordPress dashboard and upload the .zip file you received when you purchased WP Fusion.

After WP Fusion has uploaded and you’ve activated the plugin, go to Settings » WP Fusion to activate your WP Fusion license key, select your desired CRM, and follow the instructions to configure the initial connection.

initial-setup

Once you click Connect, WP Fusion will validate your API credentials and then load some data from your CRM like your available tags and custom fields. Once it’s finished you can save the settings page.

If you later add new tags or fields in your CRM, you can always go back to the API Configuration tab and click the green Resynchronize Tags & Fields button to load the latest tags and fields into the dropdowns in WordPress.

After you’ve saved the settings page, WP Fusion will go through the users on your site and attempt to match them with contact records in your CRM. A status bar will appear at the top of the page showing this progress. If a match is found the contact’s ID and tags will be loaded and stored in WordPress.

No data will be sent to your CRM during this process and no user data will be modified.

Remember: make sure to activate your license key. A valid license key is required to receive automatic updates, and ensures that your copy of WP Fusion will always be compatible with the latest versions of WordPress and your CRM’s API.

CRM Specific Guides