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How do I integrate with VTiger?

Connect your VTiger CRM to import contacts and sync message notes

Integrating with VTiger lets you import your contacts into MyRepChat, and lets MyRepChat log text messages as notes on your customers' profiles in VTiger.

See How Do I Import Contacts From My CRM? for general CRM integration features and behavior that apply across providers.

How Do I Set Up the Integration?

  1. From the Dashboard, go to Settings > Integrations > Connect to CRM.
  2. Scroll down and click the VTiger box — a secondary section with setup instructions will appear.

  3. Enter your Host — your company's portal host name when logging into VTiger (this is unique to your company).
  4. Enter your Username (the same one you use to log into VTiger).
  5. Enter your Access Key, found under My Preferences after logging into VTiger.
    Note: For questions about your Host information or Access Key, contact VTiger support directly.
  6. Move the Enable toggle to green.
  7. Under Send messages to CRM, select the appropriate checkbox.
  8. Once all integration information is entered, click Save.

What Is VTiger's Search Behavior?

Each CRM has different search behavior and limitations. For VTiger specifically:

  • Phone searches check all phone fields and ignore punctuation.
  • Phone searches use a "contains" match, so searching just the last 4 digits will still find a match.
  • Name searches check either the first or last name field.
  • Don't search using both a first and last name together (e.g., "Tom Jones"). Since neither field contains the full name, this returns no results — search one name at a time instead.
  • Group search isn't currently supported for VTiger. Let us know if this is something you'd like added.