website/integrations: add espoCRM (#11622)
* Create index.md (espoCRM) Signed-off-by: Masked-Kunsiquat <130736043+Masked-Kunsiquat@users.noreply.github.com> * Update sidebarsIntegrations.js added espoCRM integration * Update index.md * Update index.md * Update website/sidebarsIntegrations.js Signed-off-by: Masked-Kunsiquat <130736043+Masked-Kunsiquat@users.noreply.github.com> * Update website/integrations/services/espoCRM/index.md fix integration capitalization Co-authored-by: Tana M Berry <tanamarieberry@yahoo.com> Signed-off-by: Masked-Kunsiquat <130736043+Masked-Kunsiquat@users.noreply.github.com> * Update website/integrations/services/espoCRM/index.md fix integration capitalization Co-authored-by: Tana M Berry <tanamarieberry@yahoo.com> Signed-off-by: Masked-Kunsiquat <130736043+Masked-Kunsiquat@users.noreply.github.com> * Apply suggestions from code review Co-authored-by: Tana M Berry <tanamarieberry@yahoo.com> Signed-off-by: Masked-Kunsiquat <130736043+Masked-Kunsiquat@users.noreply.github.com> * Update index.md Signed-off-by: Masked-Kunsiquat <130736043+Masked-Kunsiquat@users.noreply.github.com> * applying new suggestions * fix formatting * fix formatting again --------- Signed-off-by: Masked-Kunsiquat <130736043+Masked-Kunsiquat@users.noreply.github.com> Co-authored-by: Tana M Berry <tanamarieberry@yahoo.com> Co-authored-by: Jens Langhammer <jens@goauthentik.io>
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website/integrations/services/espoCRM/index.md
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website/integrations/services/espoCRM/index.md
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---
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title: Integrate with EspoCRM
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sidebar_label: EspoCRM
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---
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# EspoCRM
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<span class="badge badge--secondary">Support level: Community</span>
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## What is EspoCRM?
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> EspoCRM is a CRM (customer relationship management) web application that allows users to store, visualize, and analyze their company's business-related relationships such as opportunities, people, businesses, and projects.
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>
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> -- https://www.espocrm.com/
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:::warning
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This guide does _not_ cover Team Mapping. Please refer to EspoCRM's [documentation](https://docs.espocrm.com/administration/oidc/#team-mapping).
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:::
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## Preparation
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The following placeholders will be used:
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- `crm.<your_company>` is the FQDN of the EspoCRM install.
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- `authentik.<your_company>` is the FQDN of the authentik install.
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- `_SLUG_` is the slug you choose upon application create in authentik.
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## authentik configuration
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1. Log into authentik as an admin, and navigate to **Applications** --> **Applications**.
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2. Click **Create with Wizard**.
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:::info
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Alternatively, use our legacy process and click **Create**. The legacy process requires that the application and its configuration provider be configured separately.
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:::
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3. In the _New Application_ wizard, define the application details, and then define the provider details with the following parameters:
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- **Provider Type**: `OAuth2/OIDC (Open Authorization/OpenID Connect)`
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- **Authorization Flow**: `default-provider-authorization-explicit-consent (Authorize Application)`
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- **Client Type**: `Confidential`
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- **Redirect URIs/Origins**: `https://crm.<your_company>/oauth-callback.php`
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- **Scopes**: OpenID, Email, Profile, Proxy outpost
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- **Subject Mode**: `Based on the User's username` (**OR** your preferred method; you can use the same username in authentik and EspoCRM)
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- **Signing Key**: Select any available key
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Note the `Client ID` and `Client Secret` values.
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## EspoCRM configuration
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### Access the OIDC auth
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1. Login to your admin user at `crm.<your_company>`.
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2. In EspoCRM at Administration > Authentication, select the OIDC method. Below, on the same form, a OIDC panel will appear.
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### Configure the OIDC auth
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1. Configure the following variables:
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- **Client ID**: enter the `Client ID` from authentik
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- **Client Secret**: enter the `Client Secret` from authentik
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- **Authorization Redirect URI**: `https://crm.<your_company>/oauth-callback.php`
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- **Fallback Login**: _Select this option if you want EspoCRM's login as fallback._
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- **Allow OIDC login for admin users**: _Select this option if you want EspoCRM's admin users to be able to log in via OIDC._
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_The following values are listed as slugs for clarity. An example for the first variable is included._
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You can also view the full URLs on the provider's page in authentik's Admin interface.
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- **Authorization Endpoint**: `/application/o/authorize/`
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- (e.g. `https://crm.<your_company>/application/o/authorize/`)
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- **Token Endpoint**: `/application/o/token/`
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- **JSON Web Key Set Endpoint**: `/application/o/_SLUG_/jwks/`
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- **Logout URL**: `application/o/_SLUG_/end-session/`
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### Confirm the configuration
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1. Select the `Save` option.
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2. Access your EspoCRM instance (e.g. `crm.<your_company>`) in a private browser, and select `Sign In.`
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- You will be presented with your authentik log-in screen.
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- Enter your authentik credentials to proceed to EspoCRM!
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@ -19,6 +19,7 @@ module.exports = {
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items: [
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items: [
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"services/bookstack/index",
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"services/bookstack/index",
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"services/dokuwiki/index",
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"services/dokuwiki/index",
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"services/espoCRM/index",
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"services/hedgedoc/index",
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"services/hedgedoc/index",
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"services/kimai/index",
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"services/kimai/index",
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"services/mastodon/index",
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"services/mastodon/index",
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