# ๐Ÿš€ Desk-Moloni Quick Start Guide ## โšก **5-Minute Setup** ### **Step 1: Installation** (2 minutes) ```bash # Upload module to Perfex CRM 1. Upload desk_moloni folder to /modules/ 2. Set permissions: chmod -R 755 modules/desk_moloni/ 3. Go to Setup โ†’ Modules in admin panel 4. Find "Desk-Moloni Integration v3.0" and click **Install** ``` ### **Step 2: Configuration** (2 minutes) ```bash 1. Go to Desk-Moloni โ†’ Configuration 2. Enter your Moloni API credentials: - Client ID: [your_moloni_client_id] - Client Secret: [your_moloni_secret] - Company ID: [your_company_id] 3. Click "Test Connection" โœ… 4. Click "Save Configuration" ๐Ÿ’พ ``` ### **Step 3: First Sync** (1 minute) ```bash 1. Go to Desk-Moloni โ†’ Dashboard 2. Click "Sync Now" button 3. Watch real-time progress! ๐Ÿ“Š 4. Done! โœจ ``` --- ## ๐Ÿ”‘ **Getting API Credentials** ### **From Moloni Dashboard:** 1. Login to [moloni.pt](https://moloni.pt) 2. Go to **Configuraรงรตes โ†’ API** 3. Create new application: - Name: "Perfex CRM Integration" - Redirect URI: `https://your-perfex.com/admin/desk_moloni/oauth/callback` 4. Copy **Client ID** and **Client Secret** --- ## โœ… **Verification Checklist** After installation, verify: - [ ] โœ… Module appears in admin sidebar - [ ] โœ… Configuration page loads without errors - [ ] โœ… API connection test passes - [ ] โœ… Dashboard shows sync statistics - [ ] โœ… No PHP errors in logs --- ## ๐Ÿ”ง **Common Issues & Quick Fixes** ### **โŒ "Connection Failed"** ```bash Solution: Check API credentials in Configuration โ†’ Verify Client ID, Secret, and Company ID โ†’ Test connection again ``` ### **โŒ "Permission Denied"** ```bash Solution: Check user permissions โ†’ Go to Setup โ†’ Staff โ†’ Edit user role โ†’ Enable "Desk-Moloni" permissions ``` ### **โŒ "Module Not Found"** ```bash Solution: Check file permissions โ†’ chmod -R 755 modules/desk_moloni/ โ†’ Refresh modules page ``` --- ## ๐ŸŽฏ **What's Next?** ### **Immediate Actions:** 1. **Configure Sync Settings** - Set automatic sync frequency 2. **Map Entities** - Configure client/product mappings 3. **Test Workflows** - Try creating a client โ†’ sync to Moloni ### **Advanced Setup:** - **Real-time Sync**: Enable webhooks for instant updates - **Custom Fields**: Map additional Perfex fields - **Bulk Operations**: Import/export large datasets --- ## ๐Ÿ“ž **Need Help?** ### **Documentation** - ๐Ÿ“– [Complete User Guide](README.md) - ๐Ÿ”ง [Troubleshooting Guide](TROUBLESHOOTING.md) - ๐Ÿงช [Developer Guide](DEVELOPER.md) ### **Debug Mode** ```php // Add to config.php for detailed logs $config['desk_moloni_debug'] = true; ``` ### **Support** - ๐Ÿ“ง Email: suporte@descomplicar.pt - ๐ŸŒ Website: https://descomplicar.pt - ๐Ÿ“š Docs: https://docs.descomplicar.pt/desk-moloni --- ## ๐ŸŽ‰ **Success!** Your **Desk-Moloni integration** is now ready! Clients created in Perfex will automatically sync to Moloni, and invoices generated will be seamlessly integrated between both systems. **Next**: Explore the Dashboard to monitor sync operations and performance metrics. --- *Generated by Desk-Moloni v3.0 - Built with โค๏ธ by [Descomplicarยฎ](https://descomplicar.pt)*