vtiger proof types and permissions

Note

This Hypersync is not supported in Hyperproof Gov.

When you configure a Hypersync for vtiger on a control or label, you can automatically collect the following proof types:

Table 273. vtiger proof types and fields

Proof type	Fields	Testable
List of Accounts	Name, Industry, Website, Number of Employees, Last Activity, Created	Yes
List of Contacts	Name, Email, Phone, Account, Last Activity, Created	Yes
List of Leads	Name, Company, Title, Lead Source, Owner, Created	Yes
List of Opportunities	Name, Description, Amount, Stage, Account, Owner, Close Date, Last Activity, Created	Yes
List of Users	Name, Email, Active, Remote ID	Yes

Requirements

To connect to vtiger and collect proof, your vtiger configuration must meet the following requirements.

API Key - To locate:
1. In vtiger, click your profile icon, then select Settings.
2. Click My Preferences.
3. Under User Information, copy the Access Key and store it in a secure location.

Note

Hyperproof connects to many third-party systems that frequently change, including the system interface. Contact your System Administrator or the third-party provider for assistance in meeting the requirements to integrate with Hyperproof and collect the proof you need.

Connection configuration

When you configure a Hypersync for Vtiger the first time, you must provide the following information:

Username
API Key

The first time you run this Hypersync, it may take up to 24 hours to load all data.

Note

You only need to connect Hyperproof to the app once, and then you can create as many Hypersyncs as you need.

Additionally, you can create multiple Hypersyncs for a single control or label.

Additional documentation

Connecting to vtiger

From the left menu, select either Controls or Labels, depending on the object you want to link the Hypersync to.
Select the control or label for which you want to automate proof.
Select the Automations tab.
Click Create Hypersync.
The Choose app window opens.
Select your app.
The Connect window opens.
Note
Hyperproof uses Merge, a third-party API, to streamline the connection process. For more information on how Hyperproof integrates with Merge, please refer to the Hyperproof Security Overview.
Sign in to your account.
Note
Depending on the app, you might be asked for your username and password or a token. The sign-in process varies by app. See the Requirements and Connection configuration sections of the specific Hypersync document for more details.

In this section:

vtiger proof types and permissions

Note

Requirements

Note

Connection configuration

Note

Additional documentation

Connecting to vtiger

Note

Note

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