Articles with the tag:
Close
Changelog
Close
Try in the cloud
Help Center
Integration

About the ONLYOFFICE and SuiteCRM integration

SuiteCRM is a customer relationship management system. ONLYOFFICE offers an official module to integrate ONLYOFFICE Docs with SuiteCRM and edit office documents in your SuiteCRM space. You can get the ONLYOFFICE integration module from the GitHub page. The module is distributed under the AGPL-3 License.

Main features

  • Editing and viewing text documents, spreadsheets, and presentations.
  • Co-editing documents in real-time: two co-editing modes (Fast and Strict), the Track Changes mode, comments, and the built-in chat.
  • Creating and editing form templates.
    To learn more about forms, please read the corresponding articles for creating and filling out forms.
  • JWT support to secure your traffic so that no one can have access to your documents with the exception of the users with proper rights.

Supported formats

  • For viewing and editing: DOCX, XLSX, PPTX, DOCXF, OFORM.
  • For viewing only: FB2, PDF, ODT, ODS, ODP, DOC, XLS, PPT, PPS, EPUB, RTF, HTML, HTM, TXT, CSV.

Connecting ONLYOFFICE Docs to SuiteCRM

Requirements

  • ONLYOFFICE Docs 7.1 or higher

    You need an instance of ONLYOFFICE Docs that is resolvable and connectable both from SuiteCRM and any end clients. It must be able to POST to SuiteCRM directly.

    Please refer to the official ONLYOFFICE Docs documentation page to learn more about installing ONLYOFFICE Docs.
  • ONLYOFFICE connector v1.0.0 and later for SuiteCRM

Installing the ONLYOFFICE integration module for SuiteCRM

To install the ONLYOFFICE application:

  1. Get the latest compiled package files of the ONLYOFFICE integration plugin from the GitHub page.
  2. Launch SuiteCRM and switch to Admin -> Admin Tools -> Module Loader.
    ONLYOFFICE_SuiteCRM_Admin ONLYOFFICE_SuiteCRM_Admin
  3. Upload the ONLYOFFICE plugin archive.
  4. Install the uploaded module by pressing the Install button.
  5. Switch to Admin -> Admin Tools -> Repair.
  6. Run Quick Repair and Rebuild.
    ONLYOFFICE_SuiteCRM_Repair_and_Build ONLYOFFICE_SuiteCRM_Repair_and_Build

Configuring JWT for the ONLYOFFICE and SuiteCRM integration

JWT or JSON Web Token is a string sent from client to server within the HTTP request to validate the authenticity of the client. JWT is saved on the client-side only so the transmission between parties is protected and digitally signed.

The token is generated using the JWT (JSON Web Tokens) standard. The tokens are signed by the server's key, so the client is able to verify that the token is legitimate.

ONLYOFFICE Docs validates the token. The data from the payload is considered valid and is used instead of the corresponding data from the main parameters. If the token is invalid, the command is not executed. To learn more, please read the API Security guide.

In ONLYOFFICE Docs, JWT is enabled by default starting from version 7.2.

Follow these steps to configure it manually if needed:

  1. Go to Admin -> ONLYOFFICE -> ONLYOFFICE Settings.
    ONLYOFFICE_SuiteCRM_OO_settings ONLYOFFICE_SuiteCRM_OO_settings
  2. Enter the values in the following fields:
    • Document Editing Service Address: Specify the URL address where ONLYOFFICE Docs is installed (e.g., https://documentserver).
    • Secret key (leave blank to disable): The secret key is generated automatically to restrict the access to ONLYOFFICE Docs. If you want to specify your own secret key in this field, also specify the same secret key in the ONLYOFFICE Docs config file to enable the validation.
    • Authorization header (leave blank to use default header): Standard JWT header used in ONLYOFFICE is Authorization. In case this header is in conflict with your setup, you can change the header to the custom one.
    ONLYOFFICE_SuiteCRM_JWT_settings ONLYOFFICE_SuiteCRM_JWT_settings

Start using ONLYOFFICE Docs within SuiteCRM

To edit and collaborate on office files:

  • Go to the Documents module.
  • Open the Detail View page by clicking on the file name.
  • On the Detail View page, click on Open in ONLYOFFICE in the drop-down ACTIONS menu - the file will open in the same tab.
ONLYOFFICE_SuiteCRM_edit_in_OO ONLYOFFICE_SuiteCRM_edit_in_OO
Download Best editors on your website Let your site users view, edit and collaborate
on all types of text, spreadsheet and presentation files
You Might Also Like This:
Close