Please follow the steps below to complete the installation process:
Upload the downloaded (Insight-CRM.zip ) file from CodeCanyon to your server
You can upload anywhere inside your public_html folder or any sub-folder you want. Just keep in mind the directory where you are.
Unzip the file.
Go to your preferred web browser and type the URL where you have the files.
Example: example.com/Insight-CRM
Unzipped the file. For example, if you have a domain example.com unzipped the files inside the folder “Insight-CRM”, the URL will be example.com/insight-crm.
After you have entered the URL on your browser will see the screen below.
The first step is installation. Before starting, you will need to have the Codecanyon purchase code, the database name, username, password, and database host for the installation process. You can get the purchase code from your purchase information on CodeCanyon. To have the database information, you will need to create a new database on your server. You will also need to ensure that the files in /config/database.php and /config/web.php have write permission. You should also verify if your server has PHP CURL enabled. After you hit the “Start Installation Process” button, you will see the screen below:
This screen checks if the required files have the write permission and if curl is enabled or not. If these are not allowed, you will face issues in the installation process. So, make sure that all three points on that screen have a green checkmark. If everything is fine and you hit the “Continue” button will be presented with this screen below:
Here you will need to insert the purchase code that you have got from CodeCanyon and hit the “Continue” button, which will lead you to the screen below:
Here, you will need to insert your previously created database credentials correctly. The installer will check if the information is correct after you hit the “Continue” button, and if everything is fine, You will be directed to the page below:
You have to click the Install button, automatically importing the application database into your created database. It takes a while, according to your server's performance. Would you please wait while the import process is completed? After the installer has successfully imported the database, you will get the following page.
Fill up the information required and hit the button “Set me up”. This step will save your organization's name (CRM name) and administrator login credentials, which you will need later to log into the application. Once completed, you will be directed to the next page, confirming the successful setup.
Now click the "Finish" button to complete the installation. You will be redirected to the admin panel login page, where you can log in using the administrator email and password you provided earlier.
Please ensure that you have followed all the installation steps correctly; otherwise, you may encounter issues running the application. For any assistance, refer to the support documentation or contact the Insight CRM Support Center.
Contact us and we will get back to you as soon as possible