Centralized_Reporting_Backend/QUICK_SETUP.md

🚀 Quick Setup Guide

Your n8n Webhook Configuration

Based on your webhook URL: https://workflows.tech4bizsolutions.com/webhook-test/04e677f5-ec57-4772-bf12-96f2610d4b9c

---

Step 1: Create .env File

Create a .env file in your project root with these settings:

# ============================================
# n8n Webhook Configuration (YOUR SETUP)
# ============================================
N8N_WEBHOOK_URL=https://workflows.tech4bizsolutions.com
N8N_WEBHOOK_PATH=webhook-test
N8N_WEBHOOK_ID=04e677f5-ec57-4772-bf12-96f2610d4b9c

# ============================================
# Database
# ============================================
DB_HOST=localhost
DB_PORT=3306
DB_NAME=centralized_reporting
DB_USER=root
DB_PASSWORD=your_password

# ============================================
# JWT & Encryption
# ============================================
JWT_SECRET=your_jwt_secret_change_this
JWT_EXPIRES_IN=1h
ENCRYPTION_KEY=changeme

# ============================================
# Server
# ============================================
PORT=3000
NODE_ENV=development
API_PREFIX=/api/v1

# ============================================
# OAuth Credentials
# ============================================
# Zoho
ZOHO_CLIENT_ID=your_zoho_client_id
ZOHO_CLIENT_SECRET=your_zoho_client_secret
ZOHO_REDIRECT_URI=centralizedreportingsystem://oauth/callback

# Salesforce
SALESFORCE_CLIENT_ID=your_salesforce_client_id
SALESFORCE_CLIENT_SECRET=your_salesforce_client_secret
SALESFORCE_REDIRECT_URI=centralizedreportingsystem://oauth/callback
SALESFORCE_INSTANCE_URL=https://login.salesforce.com

# Redis (Optional)
REDIS_HOST=localhost
REDIS_PORT=6379

---

Step 2: Install Dependencies

npm install

---

Step 3: Setup Database

# Create database
mysql -u root -p
CREATE DATABASE centralized_reporting;
exit

# Run migrations
node src/db/migrate.js

---

Step 4: Verify n8n Webhook

Test your n8n webhook is accessible:

curl -X POST https://workflows.tech4bizsolutions.com/webhook-test/04e677f5-ec57-4772-bf12-96f2610d4b9c \
  -H "Content-Type: application/json" \
  -d '{
    "body": {
      "provider": "zoho",
      "service": "crm",
      "module": "leads",
      "acces_token": "test_token"
    },
    "query": {
      "per_page": 100,
      "page": 1
    }
  }'

Expected: Should return response from n8n (or error if workflow not active)

---

Step 5: Start Server

npm start

Server will start at: http://localhost:3000

---

Step 6: Test Health Check

curl http://localhost:3000/health

Expected Response:

{
  "status": "success",
  "message": "OK",
  "data": {
    "db": "up",
    "env": "development"
  },
  "timestamp": "2025-10-09T..."
}

---

Step 7: Test n8n Integration

7.1 Get Supported Providers

# Login first to get JWT token
curl -X POST http://localhost:3000/api/v1/auth/login \
  -H "Content-Type: application/json" \
  -d '{
    "email": "user@example.com",
    "password": "password"
  }'

# Save the accessToken from response
TOKEN="your_jwt_token_here"

# Get supported providers
curl -X GET http://localhost:3000/api/v1/n8n/providers \
  -H "Authorization: Bearer $TOKEN"

7.2 Authenticate with Provider

# For Zoho (after OAuth flow in frontend)
curl -X GET "http://localhost:3000/api/v1/users/oauth/callback?authorization_code=ABC123&user_uuid=user-id&service_name=zoho"

# For Salesforce
curl -X GET "http://localhost:3000/api/v1/users/oauth/callback?authorization_code=XYZ789&user_uuid=user-id&service_name=salesforce"

7.3 Fetch Data

# Fetch Zoho CRM Leads
curl -X GET "http://localhost:3000/api/v1/n8n/zoho/crm/leads?limit=10" \
  -H "Authorization: Bearer $TOKEN"

# Fetch Salesforce Accounts
curl -X GET "http://localhost:3000/api/v1/n8n/salesforce/crm/accounts?limit=10" \
  -H "Authorization: Bearer $TOKEN"

---

📊 How the Webhook URL is Constructed

Configuration

N8N_WEBHOOK_URL=https://workflows.tech4bizsolutions.com
N8N_WEBHOOK_PATH=webhook-test
N8N_WEBHOOK_ID=04e677f5-ec57-4772-bf12-96f2610d4b9c

Code (src/integrations/n8n/client.js)

const url = `${this.baseUrl}/${this.webhookPath}/${this.webhookId}`;

Result

https://workflows.tech4bizsolutions.com/webhook-test/04e677f5-ec57-4772-bf12-96f2610d4b9c

---

🔍 Verification Checklist

• .env file created with correct values
• Database created and migrated
• n8n webhook accessible
• Server starts without errors
• Health check returns success
• Can login and get JWT token
• OAuth callback works
• Can fetch data via n8n

---

🐛 Common Issues

Issue: "n8n workflow execution failed"

Cause: n8n webhook not accessible or workflow not active

Solution:

1. Check n8n is running
2. Verify workflow is activated
3. Test webhook URL manually:

   curl https://workflows.tech4bizsolutions.com/webhook-test/04e677f5-ec57-4772-bf12-96f2610d4b9c
   

Issue: "Cannot connect to database"

Cause: Database credentials incorrect

Solution:

1. Check DB_HOST, DB_PORT, DB_NAME in .env
2. Verify MySQL is running
3. Test connection:

   mysql -h localhost -u root -p
   

Issue: "JWT token invalid"

Cause: JWT_SECRET mismatch or expired token

Solution:

1. Login again to get fresh token
2. Verify JWT_SECRET in .env
3. Check JWT_EXPIRES_IN setting

---

📚 Next Steps

1. Configure OAuth Apps

   • Set up Zoho OAuth app
   • Set up Salesforce Connected App
   • Update credentials in .env

2. Test Full Flow

   • Register user
   • Authenticate with Zoho/Salesforce
   • Fetch data via n8n endpoints

3. Frontend Integration

   • Use API endpoints in your frontend
   • Implement OAuth flow
   • Display fetched data

4. Production Deployment

   • Use strong JWT_SECRET
   • Use HTTPS
   • Enable rate limiting
   • Set up monitoring

---

📖 Documentation

• Full Integration Guide: docs/N8N_INTEGRATION.md
• Environment Variables: docs/ENVIRONMENT_VARIABLES.md
• Salesforce Pagination: docs/SALESFORCE_PAGINATION.md
• Quick Reference: docs/N8N_QUICK_REFERENCE.md

---

🆘 Need Help?

Check the logs:

# Server logs
tail -f logs/app.log

# n8n workflow execution logs
# Check in n8n UI: Executions tab

---

You're all set! Happy coding! 🎉