InfyCRM

Install InfyCRM

If you have purchased the InfyJobs system then you will be able to find dist.zip within main zip file.

Extract that file on your local and follow the following steps:

1. Copy files to a web server

Upload dist.zip to your web server's root (public_html) and extract it there. If you are installing it on subdomain then do extract it in your subdomain's root folder.

2. Setup your Database

Open PHPMyAdmin on your server and do a login.

Setup Default DB

Click on the Databases tab.

Setup Default DB

Create a new database and specify a Database name of your choice and click the Create button.

Setup Default DB

Now on the left, select the database that you have created and click Import in the top menu

Setup Default DB

Under Import, choose the database SQL file from dist/database/infy_crm.sql from the extracted file from your local and click the Go button.

Setup Default DB

3. Setup environment file

Open .env file on your server's root folder.

Setup Default setup

Update your .env file

You need to change the following information into your environment (.env) file.

APP_NAME - Name of your Application/Library System APP_URL - Change this URL with your server URL (including trailing path if you are putting it in subfolder or root website) DB_HOST - Put your database hostname here DB_PORT - Put your database port here if it does not default to 3306 DB_DATABASE - Change it to your database name DB_USERNAME - Name of your database user DB_PASSWORD - Password of your database user

You will also need to set up mail configuration, you can read more about here for that setup based on mail service that you use.

MAIL_DRIVER MAIL_HOST MAIL_PORT MAIL_USERNAME MAIL_PASSWORD MAIL_ENCRYPTION MAIL_FROM_ADDRESS MAIL_FROM_NAME

If you want to store your files to direct your s3 bucket then you have to use following .env variables. You need to change FILESYSTEM_DRIVER and MEDIA_DISK value to s3 when you are using AWS file storage.

AWS_ACCESS_KEY_ID= AWS_SECRET_ACCESS_KEY= AWS_DEFAULT_REGION=us-east-1 AWS_BUCKET= AWS_ENDPOINT= AWS_URL=

Or you can use your choice of storage driver to store your media assets if you want. All of your attachments will be placed into that.

Set Stripe configuration it is using while IPD payments. Here are some links by using it you will get an idea about how to generate stripe API keys.

  • Link 1
  • Link 2

    STRIPEKEY= STRIPESECRETKEY= STRIPEWEBHOOKSECRETKEY=

You have to set webhook URL into stripe, webhook URL should be YOUR_APP_URL/subscription-update.

Setup the google and facebook social login. find step To Setup Goolge Login to set up google login and click To Setup Facebook Login to setup the facebook login.

GOOGLE_CLIENT_ID= GOOGLE_CLIENT_SECRET= GOOGLE_REDIRECT={APP_URL}/login/google/callback FACEBOOK_APP_ID= FACEBOOK_APP_SECRET= FACEBOOK_REDIRECT={APP_URL}/login/facebook/callback

You can also use your choice of storage driver to store your media assets if you want. All of your attachments will be placed into that. And you should be ready to go.

4. Admin login

You can do admin login by accessing given URL.

YOUR_APP_URL/login

email: admin@infycrm.com

password: 123456