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I am trying to develop a custom integration for my own CRM. I have been following the documentation and cannot figure out how to actually connect, no options appear. In troubleshooting it says the following:

I don't see a "Connect" button to login to my CRM

In order to determine which CRM to connect to, you need to launch the extension while visiting and logged into your CRM application. App Connect will detect from the domain you are visiting to determine which CRM to prompt you to connect to. If you launch App Connect from any other domain, you will not see an Authorize or Connect button.


I have my urlIdentifier set correctly,  clearly my manifest is set correctly as well as I get a prompt to connect to my CRM. I believe the issue stems from the extension itself not having permissions to access any other site asides from the ones it asks for when installing. There is no option in both edge and chrome to add additional sites to the permissions.

​Prompt shows up to connect in settings but nothing in settings

 

No option to add additional sites

 

What appears in settings

 

@Moveplnr I want to quickly acknowledge receipt of this question. Have you entered in the custom manifest URL for your integration into the Developer settings area of App Connect? My understanding is that should be enough. However, let me sync with the team to double check and I will get back to you tomorrow. 


@Moveplnr I want to quickly acknowledge receipt of this question. Have you entered in the custom manifest URL for your integration into the Developer settings area of App Connect? My understanding is that should be enough. However, let me sync with the team to double check and I will get back to you tomorrow. 

Custom manifest URL is setup and clearly loaded. I believe if it wasn’t then the extension would have no idea about my CRM hence wouldn’t give me the pop-up to connect.

It says to go to settings to connect, however there is no option there to do so. My best guess is to do with being unable to give additional permissions to the extension for my CRM domain resulting in the extension never recognizing when I am on the CRM hence making the option to connect invisible.

Thank you for looking into it!


@Moveplnr Could you describe the detailed steps that you took? Something like:

  1. Open Moveplnr page
  2. Click top tool bar to open the extension

Also, console logs would be helpful. Please right click and Inspect, go to Console tab and copy over the error logs (texts in red).

What you suspected could be right. But let’s check out the what the logs say so to confirm it.


@Moveplnr Could you describe the detailed steps that you took? Something like:

  1. Open Moveplnr page
  2. Click top tool bar to open the extension

Also, console logs would be helpful. Please right click and Inspect, go to Console tab and copy over the error logs (texts in red).

What you suspected could be right. But let’s check out the what the logs say so to confirm it.

Main flow is exactly as you said. 

  1. Open moveplnr page app.moveplnr.com/login. Manifest as follows:
    "urlIdentifier": "https://app.moveplnr.com/*"
  2. Click extension
  3. Extension pops up and loads my ring central account.
  4. See popup prompting to go to settings to connect to my CRM
  5. Go to settings but see no option.
  6. Click ? bubble in top right, see server is online. (all buttons and links do not work on this page)

Logs for extension popup window in attachment. Have tried in incognito, restarting system, restarting chrome, edge instead of chrome all with same result of no option available to connect. What I have noticed if I go to docs.google.com for example, the extension is automatically embedded. Where as on my domain its not, which leads me to believe its due to permissions as when installing the extension it explicitly asks for permissions to already supported sites, but there is no option to add other domains or allow permissions on extension click, like other extensions.
 

Example of different extension site access permissions

 


@Moveplnr From logs, it looks like something wrong in the server adapter manifest. Could you share the link to it? Send to my email if you don’t want to post it here. da.kong@ringcentral.com


@Moveplnr From logs, it looks like something wrong in the server adapter manifest. Could you share the link to it? Send to my email if you don’t want to post it here. da.kong@ringcentral.com

Only changes made from original test CRM manifest

See changes above, manifest in attachment


@Moveplnr Look like the platform name is not in the correct letter case.

 

under platforms → moveplnr → name should be ‘moveplnr’ NOT ‘Moveplnr’.

 

It’s setup is somewhat confusing, but generally speaking, ‘name’ is kinda like ID, and ‘displayName’ is what you’ll see on UIs. 


@Moveplnr Look like the platform name is not in the correct letter case.

 

under platforms → moveplnr → name should be ‘moveplnr’ NOT ‘Moveplnr’.

 

It’s setup is somewhat confusing, but generally speaking, ‘name’ is kinda like ID, and ‘displayName’ is what you’ll see on UIs. 

Well that was a silly thing to get hung up on, nice catch! 
In the documentation it doesn’t mention anything like that and says

The platforms property is an associative array. Each key should be a unique identifier for the crm.

so a little strange for sure.


@Moveplnr 

Yeah the docs for manifest is a temporary solution. We plan to provide a developer registration process in near future. That’ll help understand and generate manfiest file. 


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