Set up NM-CRM

1 Database and settings
2 Install tables
3 Your account
4 AI (optional)

System check

PHP 8.1 or newer Running PHP 8.2.35
PHP extension: pdo_mysql Loaded
PHP extension: mbstring Loaded
PHP extension: sodium Loaded
PHP extension: fileinfo Loaded
PHP extension: openssl Loaded
storage/logs is writable Writable
storage/uploads is writable Writable
storage/sessions is writable Writable
storage/cache is writable Writable
config folder is writable The wizard can save the settings

Setup key

The word in setup-key.txt

Database

The CRM keeps everything in one MySQL (or MariaDB) database.

Create it for me with cPanel (recommended on Bluehost and other cPanel hosts) I have a database (created in cPanel → MySQL Databases, or MAMP)

In cPanel → Security → Manage API Tokens, create a token and paste it here. The wizard creates the database and a user with a strong password, gives the user all privileges and saves them in the config file. The token is used once and not stored; you can delete it in cPanel afterwards.

cPanel user name

cPanel API token

cPanel server

Your domain, or the server name cPanel shows (for example box1234.bluehost.com).

Database name

cPanel adds your account prefix, so crm becomes something like abcd1234_crm. The user gets the same name.

Database name

On cPanel it starts with your account prefix, like abcd1234_crm.

Create it for me if it does not exist (needs a MySQL user that may create databases, like root on MAMP)

MySQL user

MySQL password

Host

Almost always localhost.

Port

MAMP: 8889. Most servers: 3306.

Socket file (optional)

Used instead of host and port when filled in.

Site settings

Address of the CRM

The full web address of this CRM folder, without a slash at the end.

Time zone

Outgoing email

Used for password resets, reminders, activation emails and invitations. Your host's email settings are in cPanel → Email Accounts → Connect Devices.

Send through an SMTP server Do not send; write emails to the log (for testing on a computer)

SMTP server

Port

Encryption

User name

Usually the full email address.

Password

From address

From name

Send a test email to

Passwords are saved only in the config file on this server. An encryption key and a one-time setup token are generated for you.