OnePage CRM

Connecting Ninja Forms to OnePage

To connect to your OnePage account, you’ll need two pieces of information:

  1. Your OnePage account email address – the email address used to log into OnePage.
  2. Your OnePage account password.

You’ll enter these into the two text boxes found in the OnePage Section of the Ninja Forms Settings as shown here:

NOTE: After entering in your email address and your password, scroll to the bottom and click “Save Settings”.

After saving your settings, click on the link named “Click to test your API connection.” If you’ve entered valid connection settings, then you’ll now see a successful connection message in the Communication Summary. If you aren’t successful here, chances are your email address or password isn’t correct..

Importing Custom Fields from OnePage

If you have custom fields you intend to use click on the “Refresh your Account Data” link.

This will import this account data into the extension for your use later on.

Mapping Form Fields to OnePage

Once you are successfully connected to your OnePage account, you can now point all your form fields to where you’d like them to end up in OnePage.

Create Your Add to OnePage Action

After you’ve created your Ninja Form, go to the Emails & Actions tab. There you will see a button called “Add to OnePage” (arrow #1). Click this button and you will now have an Add to OnePage action added to your form as shown by arrow #2. Finally, click on the action settings (arrow #3) to start mapping your fields.

Map Your Fields

Field mapping is the process of telling Ninja Forms which information you want to send to OnePage and where in OnePage you’d like it to go.

The field map has three columns – Form Field, OnePage Field, and Location, as shown in the following screenshot. To add a new field map entry, click on the “Add New” button.

The Form Field text box specify the value from your form to use. You can use the Ninja Forms merge tags to easily specify the field value to use.

The OnePage Field is a drop-down list of all the available locations in OnePage where you can send the data. If your OnePage account uses custom fields, these fields will appear here if you have refreshed your account data on the setting page.

The Location field is an optional setting to specify details like “Home” “Work” “Mobile” for contact information such as phone numbers, addresses.

It is helpful to have your form design fairly complete before starting the field map but you can add or remove form fields at any time and then modify this field map to suit. When done with your field map, click “DONE” and then save your form.

Create a New Contact

To create a new contact begin by mapping form fields to FirstName and LastName. After that, you can then add whatever other details from your form go with the person, such as contact information. Note how values like “Phone” or “StreetAddress” use the Location field to provide more specific information.

You aren’t limited to just form data – you can type in specific text that you wish to send.

For example, one option you can set is the visibility. You can type in Owner if you want only the authenticated user to see this new person or if you have named groups set up in OnePage, you can type in the name of the group instead.

Create a Deal

You can create a new deal linked to the new contact by populating the Deal fields in your field map. Using the dropdown for Onepage fields, you can see all the available deal fields.

Note: some of the values come from the form using merge tags, while some, like the deal name are specified. This example shows how you can have a standard process and naming convention for your sales team rather than relying on the form submitter to name everything through the form.

Note: Dates do not have to be specific values – you can specify a date to be calculated relative to the date of the form submission. In this example, the expected close date is set for “2 weeks”, which the plugin will then calculate and set for you. Be sure that you format it as shown here – “2 weeks” not “twoweeks” to ensure it calculates properly.

Create a Note

You can create a note for both the new contact simply by mapping a form field to the Note-Text field.

Create an Action

You can create a task that will be associated with the new contact. Set the “Action Status” to “date” and you can specify a relative date as shown (“3 days”).

Testing

After you have finished mapping all your fields, click ‘DONE’ and finish by saving your form. One final step will be to test your form to ensure it sends data to OnePage as intended and the best way to do it is to fill out your form and submit it. To see how it is working, after submitting your form, visit the OnePage section of the Ninja Forms Settings page. Here, you’ll see a communication summary. If your form successfully submitted, you’ll see a message saying “Successfully created at: “ along with the time.

Note that it is possible for some entries to be create but not all of them. For example, you can create a perfect Contact but if there is a mistake in your Deal field map, the deal won’t be created.

If you see an error for every entry, don’t worry – this will happen if there is an error with your Contact because if that fails, the other entries, however perfect they may be, won’t be able to attach to the Contact. Thus, when troubleshooting, start at the first entry that is on the Communication Summary list and work your way down.

The Communication Status will guide you to solving why OnePage rejected the request. Remember that you’ve already successfully communicated with OnePage during set up so we know that your communication works and now it is just a process of ensuring your form data matches OnePage’s requirements.

Sometimes, you may not be able to figure out the issue on your own and you may feel the need to submit a support request. To help with this, we’ve built in some advanced diagnostics that will help identify the issue faster. Go to the Advanced Commands text box below the Communication Summary and type in the word support, then click Save Settings, then refresh your browser screen. After refreshing your browser screen, you will see the:

  • Submission Data
  • Structured Array
  • Formatted Request
  • Full Response

Simply take a screenshot that includes these four areas and include it in your request. This information quite regularly is all we’ll need to help solve your field map issue and get you on your way!

Advanced Commands

The Advanced Commands text box enables a non-developer to do some customized, more advanced commands without needing a developer. You will type in the commands you want to use, separating each with a comma, and the plugin will do the rest.

support

  • Display the diagnostic data on a form submission. Use this when requesting support as it helps us identify and field mapping issues as quickly as practical.

keep_html_tags

  • Text area boxes have html tags that are removed with code by default. If you do not wish to remove html tags before sending, add this command.

Filters

nfonepagecrm_display_support

  • Display the diagnostic data on a form submission. Use this when requesting support as it helps us identify and field mapping issues as quickly as practical.
    • add_filter(nfonepagecrm_display_support,function(){return true;});

nfonepagecrm_keep_html_tags

  • Text area boxes have html tags that are removed with code by default. If you do not wish to remove html tags before sending, add this filter.
    • add_filter(‘nfonepagecrm_keep_html_tags’,function(){return true;});

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