Quick Installation & Getting Started Tutorial for CompanySync

Quick Installation & Getting Started Tutorial for CompanySync

This guide will walk you through the quick installation and configuration of CompanySync, helping you get started efficiently. Follow the steps carefully to set up the software and begin leveraging its powerful features.

Step 1: Configure the Database

• Access Your Control Panel:
  • Login to your hosting control panel (e.g., cPanel) by accessing www.yourdomain.com/cpanel.
  • Navigate to MySQL Databases (steps may vary depending on your hosting provider).
• Create the Database:
  • Create a new database for CompanySync.
  • Set up a new database user and assign a secure password. Save these credentials for later use.
  • Link the user to the database with All Privileges enabled.

Step 2: Upload Files to the Server

• Upload Files:
  • Place the CompanySync files in the folder where it will be installed (e.g., “crm” folder).
• Access Installation URL:
  • Navigate to the installation page. Example:
    • http://yourdomain.com/crm/install for a subfolder setup.
    • http://crm.yourdomain.com/install for a subdomain setup.
• File Permissions:
  • Ensure server requirements are met. If not, consult your hosting provider.
  • Set file permissions to 755 for folders and 644 for files if permissions errors occur.
• Database Setup:
  • Enter the database credentials created earlier.
  • Click Check Database to validate the connection.
  • If successful, proceed; otherwise, double-check credentials and the hostname (commonly localhost).
• Finalize Setup:
  • Verify the Base URL is accurate.
  • Create an admin username and password for login.
  • Set your timezone (timezone changes are not recommended after setup).
  • Click Install and wait for the success message.
• Post-Installation:
  • Delete the installation folder for security purposes.

Step 3: After Installation Setup

• Activate Modules:
  • Navigate to Setup -> Modules to enable default or purchased modules.
• Configure Base Currency:
  • Go to Setup -> Finance -> Currencies to add or update your currency settings.
• Localization Settings:
  • Configure date format and language at Setup -> Settings -> Localization.
• General Email Setup:
  • Set up SMTP email under Setup -> Settings -> Email.
• Cron Job Configuration:
  • Learn more about configuring cron jobs to automate tasks.

Step 4: Optional Setup & Customization

• Customize Email Templates:
  • Modify templates at Setup -> Email Templates.
• Set Up User Roles:
  • Navigate to Setup -> Roles to assign permissions.
• Create Tax Rates:
  • Add tax rates under Setup -> Finance -> Tax Rates.
• Offline Payment Modes:
  • Configure options at Setup -> Finance -> Payment Modes.
• Predefined Sales Items:
  • Add items via Sales -> Items.
• Department Configuration:
  • Set up support departments at Setup -> Support -> Departments.
• Explore Additional Settings:
  • Review options in Setup -> Settings for enhanced customization.

Troubleshooting Common Issues

• 404 Not Found: Verify file paths and permissions.
• IIS, NGINX, or AWS SMTP Setup: Consult hosting-specific guidelines.
• Login Issues: Reset admin credentials if needed.
• Missing Features (e.g., Payment Modes): Ensure proper configuration and activation.
• Switch to HTTPS: Update settings after installation for secure connections.