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Overview

Introduction

DAV is an HTTP protocol that allows the use of CalDAV, CardDAV, and WebDAV. Our integration adds DAV features to EspoCRM, enabling functionalities such as CalDAV for synchronizing events from the calendar in EspoCRM, CardDAV for syncing contacts and leads with your phone, and WebDAV for syncing files, like documents from your computer, with EspoCRM's Documents feature.

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You can buy this extension on our marketplace.

Demo

You can explore a few features of this extension on our public demo.

Please visit demo.devcrm.it and log in:

  • Username: dav
  • Password: dubas

Requirements

  • EspoCRM version 7.4.0 or higher.
  • PHP version 8.0 or higher.

Installation

  1. Log in to your EspoCRM and go to Administration section.
  2. Go to section Extensions.
  3. Install extension which you received from us.

Setup

  1. Go to Administration > Integrations.
  2. Choose DAV integration.
  3. Enable DAV integration.
  4. Save settings.
  5. Go to Administration > Roles.
  6. Create new role which will allow for access to External Accounts, CalDAV, Calendar CardDAV, Contacts, WebDav and Documents.
  7. Assign created role to users which should have access to CalDAV, CardDAV and WebDav.

Note

You can adjust your current roles with proper access to each DAV service. You can for example allow user only to use CalDAV.

Now you can start using DAV integration in your EspoCRM.

User configuration

  1. Log in on user account.
  2. Click on the three vertical dots in the upper right corner and click on your name.
  3. Click on External accounts button which is placed in top right corner.
  4. Click on Dav.
  5. Enable integration on your account by taping checkbox under Enabled text.
  6. Save.

Enable CalDAV integration

  1. Go to External Accounts settings.
  2. Click on Dav.
  3. Tap checkbox next to Calendaring Extension (CalDAV).
  4. Choose sync direction.
  5. Choose date since sync should work.
  6. Specify entities with shortcuts.
  7. Save.

Enable CardDAV integration

  1. Go to External Accounts settings.
  2. Click on Dav.
  3. Tap checkbox next to Address Book Extension (CardDAV).
  4. Add entities which should be synchronized.
  5. Save.

Enable WebDAV integration

  1. Go to External Accounts settings.
  2. Click on Dav.
  3. Tap checkbox next to File Access Extension (WebDAV).
  4. Save.

Note

If you want to check how to map drive your EspoCRM, check this tutorial.