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Integrate with EspoCRM

website/integrations/chat-communication-collaboration/espo-crm/index.md

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What is EspoCRM?

EspoCRM is a CRM (customer relationship management) web application that allows users to store, visualize, and analyze their company's business-related relationships such as opportunities, people, businesses, and projects.

-- https://www.espocrm.com/

:::warning This guide does not cover Team Mapping. Please refer to EspoCRM's documentation. :::

Preparation

The following placeholders are used in this guide:

  • espocrm.company is the FQDN of the EspoCRM installation.
  • authentik.company is the FQDN of the authentik installation.

:::info This documentation lists only the settings that you need to change from their default values. Be aware that any changes other than those explicitly mentioned in this guide could cause issues accessing your application. :::

authentik configuration

To support the integration of EspoCRM with authentik, you need to create an application/provider pair in authentik.

Create an application and provider in authentik

  1. Log in to authentik as an administrator and open the authentik Admin interface.
  2. Navigate to Applications > Applications and click Create with Provider to create an application and provider pair. (Alternatively you can first create a provider separately, then create the application and connect it with the provider.)
  • Application: provide a descriptive name, an optional group for the type of application, the policy engine mode, and optional UI settings.
  • Choose a Provider type: select OAuth2/OpenID Connect as the provider type.
  • Configure the Provider: provide a name (or accept the auto-provided name), the authorization flow to use for this provider, and the following required configurations.
    • Note the Client ID, Client Secret, and slug values because they will be required later.
    • Set a Strict redirect URI to https://espocrm.company/oauth-callback.php.
    • Select any available signing key.
    • Under Advanced protocol settings, set Subject mode to be Based on the Users's username.
  • Configure Bindings (optional): you can create a binding (policy, group, or user) to manage the listing and access to applications on a user's My applications page.
  1. Click Submit to save the new application and provider.

EspoCRM configuration

To configure EspoCRM for OpenID Connect authentication, navigate to your instance and login as an administrator user. Then, navigate to Administration > Authentication and select the OIDC method. A panel allowing you to configure OIDC settings should appear.

Configure the following fields:

  • Client ID: The Client ID from authentik
  • Client Secret: The Client Secret from authentik
  • Authorization Redirect URI: https://espocrm.company/oauth-callback.php
  • Fallback Login: Toggle this option if you wish to have the option to use EspoCRM's integrated login as a fallback.
  • Allow OIDC login for admin users: Toggle this option if you wish to allow administrator users to log in with OIDC.
  • Authorization Endpoint: https://authentik.company/application/o/authorize
  • Token Endpoint: https://authentik.company/application/o/token
  • JSON Web Key Set Endpoint: https://authentik.company/application/o/<application_slug>/jwks
  • Logout URL: https://authentik.company/application/o/<application_slug>/end_session

Configuration verification

To confirm that authentik is properly configured with EspoCRM, log out and log back in via authentik. Clicking the "Login" button on the homepage should redirect you to authentik.

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