×

UNMS - CRM: Plugins

Overview

This article describes how to enable plugins to extend the functionality of the UNMS CRM module.

NOTES & REQUIREMENTS:
  • This article focuses on the CRM module that is included in UNMS.
  • More information on CRM plugins can be found on GitHub.

Table of Contents

  1. About CRM Plugins for UNMS
  2. How to Enable Plugins
  3. CRM Plugin Creation and Documentation
  4. Related Articles

About CRM Plugins for UNMS

Back to Top

Plugins are open-source programs that extend the functionality of CRM. Plugins can be used for example to import new payments from your bank account to CRM, synchronize CRM data with other systems, and much more. There are several plugins included in the UNMS CRM installation that can be manually enabled or disabled, see the section below. Some of the included plugins provide functionality such as:

  • Automatic bank data imports
  • Integration with external accounting software
  • Enhanced integration with third-party hardware and tools
  • Custom data modifications and bulk actions
  • Various exports or imports
  • SMS notifications

 It is also possible to upload custom plugins to CRM. 

ATTENTION:
Plugins can potentially contain dangerous code. We recommend to only use plugins that were obtained from official sources.

How to Enable Plugins

Back to Top

GUI: Access theUNMS Controller Web Portal. 

1. Navigate to the CRM > System > Plugins section.

2. Install the desired plugin. It is recommended to use the Learn more option if you are not sure what a plugin does.

3. Enable the plugin and configure its settings.

NOTE:Plugins can only be deleted if they are not running. A running plugin must either be disabled or set to not execute automatically.

Plugin Information and Documentation

Back to Top

These plugins are under MIT license enabling anyone to contribute any upgrades to existing plugins or create new ones. Plugins are PHP programs and are automatically executed based on a user-defined period, or rendering a page accessible from the system menu (both in the admin and client zone), or rendering a publicly accessible page.

Please visit our public plugin repository or the SDK on GitHub for more information.

  • Visit the GitHub developer documentation section if you are interested in creating a plugin.
  • GitHub also has more information on the plugin file structure and security settings.
  • You can also discuss plugins on the Ubiquiti Community and interact with other experts that are active on forum.

Related Articles

Back to Top

UNMS - Security

UNMS - NetFlow

UNMS - How to Upgrade from UCRM to UNMS

Was this article helpful?
11 out of 17 found this helpful
Can't find what you're looking for?
Visit our worldwide community of Ubiquiti experts for more answers
Visit the Ubiquiti Community