1

Install VTiger Extension


First step in getting Corrensa setup is to download and install Corrensa Adapter/Extension for VTiger. The extension is used as a bridge to connect Outlook/Gmail plugin and VTiger database. To Install, login to VTiger, go to:

VTiger 6.x: Gear Icon > CRM Settings > Studio > Module Manager > Import from Zip

VTiger 7.0: Menu > Settings > CRM Settings > Module Management > Modules > Import Module from Zip

Download VTiger Extension
2

Create Corrensa Account


Once the adapter/extension has been installed - you will be required to create Corrensa account. The account is needed to connect VTiger and Outlook/Gmail plugin as well as allow you to customize the fields & layouts on the toolbar. You will also be able to manage users and get access to the documentation.

You need to log into extension before you can use the Outlook/Gmail plugin. During first login - your account will be pre-configured for first use.

14 Day free trial will start automatically - you will not be required to enter payment details at this moment.

3

Customize Plugin (Optional)


At the time you log into the adapter/extension - it will pre-configure Outlook/Gmail plugin to use standard VTiger fields and include mandatory fields, meaning that you will not need to do any configuration to start using Corrensa, however if you wish - you can do that in "Plugin Configuration" tab.

In addition, all VTiger users will be automatically enabled to use Corrensa. You will be able to change that in "User Management".
4

Download & Install Plugin


Last step is to download the plugin which will directly integrate with Outlook, Gmail or Office 365 Email. Outlook users - will have to install an Outlook add-on, while Gmail & Office 365 users will require a Google Chrome browser and the extension that displays the Corrensa toolbar in the email.

Download Outlook Plugin (32bit) Download Outlook Plugin (64bit) Download Gmail/Office 365 Extension
Detailed instructions for Outlook are available here and for Gmail/Office 365 here.

You can now log into the Corrensa toolbar using VTiger username & password.
 

Can't get it to work? Check out our documentation!

Contact Us

If you have any questions feel free to contact us!