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Configuration

After installing and activating the Social Networks Login module, you need to configure OAuth credentials for each social network you want to enable.

Overviewโ€‹

Each social network requires you to create a developer application and obtain an App ID (or Client ID) and App Secret (or Client Secret). These credentials are entered into the module settings in Perfex CRM, which allows the module to communicate with the social platform's OAuth system to authenticate users.

info

The documentation package includes a PDF file โ€” how_to_create_social_media_apps.pdf โ€” with step-by-step instructions for creating apps/OAuth credentials for all supported social networks (Facebook, Google, etc.).

Step-by-Step Configurationโ€‹

  1. Navigate to the module Options in Perfex CRM.
  2. For each social network you want to enable, enter the required credentials.
  3. Save your settings.
  4. Test the login by visiting the customer portal and clicking the social login button.

Setting Up Social Appsโ€‹

Each social network requires you to create a developer application. Below are the primary platforms:

Facebook Login Setupโ€‹

  1. Go to developers.facebook.com and create a new app.
  2. Select Consumer as the app type.
  3. Navigate to Facebook Login โ†’ Settings in your app dashboard.
  4. Add the callback URL provided in the module Options page to the Valid OAuth Redirect URIs field.
  5. Copy the App ID and App Secret from the app's Basic Settings page.
  6. Paste them into the module settings in Perfex CRM.

Google Login Setupโ€‹

  1. Go to the Google Cloud Console.
  2. Create a new project (or select an existing one).
  3. Navigate to APIs & Services โ†’ Credentials.
  4. Click Create Credentials โ†’ OAuth Client ID.
  5. Set the application type to Web application.
  6. Add the callback URL from the module Options page to the Authorized redirect URIs.
  7. Copy the Client ID and Client Secret.
  8. Paste them into the module settings in Perfex CRM.

Other Networksโ€‹

For additional supported networks, follow the detailed instructions in the how_to_create_social_media_apps.pdf file included in your download package.

Credentials Referenceโ€‹

FieldWhere to Find ItUsed For
App IDFacebook Developer Dashboard โ†’ Basic SettingsFacebook Login
App SecretFacebook Developer Dashboard โ†’ Basic SettingsFacebook Login
Client IDGoogle Cloud Console โ†’ CredentialsGoogle Login
Client SecretGoogle Cloud Console โ†’ CredentialsGoogle Login
warning

Keep your App Secret and Client Secret confidential. Never expose them in client-side code or public repositories. Store them securely in your Perfex CRM module settings only.

Callback URLsโ€‹

When configuring your social app, you will need to add callback/redirect URLs. The module provides these URLs on the Options page within Perfex CRM.

  • Copy the exact URL displayed for each network.
  • Paste it into the corresponding field in your developer app settings (e.g., "Valid OAuth Redirect URIs" for Facebook, "Authorized redirect URIs" for Google).
tip

Callback URLs are unique to your Perfex CRM installation domain. If you change your domain or switch between HTTP and HTTPS, you will need to update the callback URLs in both the social app settings and ensure your CRM reflects the correct domain.

Troubleshootingโ€‹

IssueSolution
Login button not appearingEnsure valid credentials are saved and the module is activated
"Redirect URI mismatch" errorVerify the callback URL in the developer app matches the one shown in module Options
"App not verified" warningComplete the app verification process in the respective developer portal
Login fails silentlyCheck server error logs; ensure cURL extension is enabled and HTTPS is configured

Supportโ€‹

If you encounter any issues with social login configuration, visit the Themesic Support Portal to open a support ticket.