zackkatz / WordPressFreeScout

Extension for FreeScout to show WordPress user data.

WordPressFreeScout

This is a FreeScout module which integrates FreeScout with WordPress, Easy Digital Downloads, and WP Fusion.

Features:

• Lookup is performed using all of the customer's email addresses, with a fallback to first + last name
• Link to edit the WordPress user
• Registration date
• Active CRM (read from usermeta)
• Last EDD license check (read from usermeta)
• Current version of plugin installed on their site (green if up to date, red if outdated)
• The customer's active plugin integrations (read out of usermeta)
• The customer's tags in your CRM
• EDD order history including date, amount, status, and payment method
• EDD licenses including active sites

Wish list

• EDD subscriptions
• Link to CRM contact record
• Settings in the FreeScout admin to toggle individual fields
• Collapsible section headers
• EDD upgrade links

---

Changelog

1.0.2 on November 17, 2023

• Made CRM section conditional on that field being present
• Added View in CRM link under CRM tags

1.0.1 on November 10, 2023

• Fixed edit user link going to CRM contact record, not user record
• Better 404 handling

1.0.0 on November 10, 2023

• Initial release

---

Installation

These instructions assume you installed FreeScout using the recommended process, the "one-click install" or the "interactive installation bash-script", and you are viewing this page using a macOS or Ubuntu system.

Other installations are possible, but not supported here.

1. Download the latest release of WordPressFreeScout.

2. Unzip the file locally.

3. Copy the folder into your server using SFTP.

   scp -r ~/Desktop/[e-mail]:/var/www/html/Modules/WordPressFreeScout/

4. SSH into the server and update permissions on that folder.

   chown -R www-data:www-data /var/www/html/Modules/WordPressFreeScout/

5. Access your admin modules page like https://freescout.example.com/modules/list.

6. Find WordPressFreeScout and click ACTIVATE.

7. Copy the included WordPress helper plugin from /WordPress-Plugin/freescout-wordpress to your /wp-content/plugins/ directory on the WordPress site.

8. Activate the WordPress plugin.

9. In the WordPress admin, go to your user profile and create a new application password.

10. In FreeScout, go to Settings >> WordPress and add the URL to your Wordpress site, your admin username, and application password generated in step #9.

11. Save the settings and the connection should show as Active.