Rollout CRM Activity Sync

This project is a focused demo for exploring Rollout CRM activity data. It bundles a lightweight Express server with a React UI so you can:

• connect with Rollout Link using your client credentials,
• browse connected credentials and people records,
• inspect recent CRM activity (events, notes, calls, texts, appointments, tasks),
• and create new appointments against a selected credential.

The backend handles token generation and Rollout API calls, while the frontend provides an interactive workflow for testing against live CRM data.

Project layout

• index.js / src/ – Express server, session handling, and Rollout API helpers.
• client/ – Vite + React single-page app for credential management and person insights.
• rollout-crm-openapi.json – reference OpenAPI schema for local exploration.
• render.yaml – optional Render deployment configuration.

Prerequisites

• Node.js 18+ (22.x validated)
• npm 9+
• Rollout client credentials with CRM permissions

Environment configuration

1. Copy .env.example to .env.
2. Populate the required variables:
   • ROLLOUT_CLIENT_ID / ROLLOUT_CLIENT_SECRET — client credentials used to mint JWTs for the Link session.
   • SESSION_SECRET — random string for cookie signing (do not share).
3. Optional overrides:
   • ROLLOUT_CONSUMER_KEY — default consumer key if none is set in the session.
   • ALLOWED_ORIGINS — comma-delimited list of origins allowed to access the API during development.
   • ROLLOUT_API_BASE / ROLLOUT_CRM_API_BASE — target a non-production Rollout environment.
   • PERSON_RECORDS_LIMIT, MAX_PAGINATED_REQUESTS, ROLLOUT_TOKEN_TTL_SECS, SESSION_MAX_AGE_MS, PORT.

Frontend-specific options can go in client/.env.local if you need them; for example VITE_ROLLOUT_CONSUMER_KEY seeds the consumer key field in the UI.

Run locally

Install dependencies (this installs both server and client packages):

npm install

Start both the server (Express on 5174) and client (Vite on 5173):

npm run dev

The Vite dev server proxies /api/* requests to the Express backend and persists session data in memory. Visit http://localhost:5173 to use the app.

Available scripts

Script	Description
npm run dev	Runs the Express server with nodemon and the React client with Vite.
npm run server / client	Start either half independently during development.
npm run build	Builds the React frontend into client/dist; Express will serve these assets in production mode.
npm start	Launches the Express server only (expects a pre-built client/dist).

Deploying

Any Node-capable host works: run npm install, then npm run build, and finally npm start. Provide the same environment variables you use locally. The included render.yaml gives a head start for Render deployments; adjust names and env vars as needed.

Troubleshooting

• 401 errors from Rollout API: confirm that client credentials are set either via .env or through the “Configure client credentials” form in the UI.
• Empty people dropdown: ensure the connected credential has people data and that the configured consumer key has access.
• CORS failures: update ALLOWED_ORIGINS to include your frontend origin (e.g. http://localhost:5173 or the deployed URL).

Next steps

• Leverage rollout-crm-openapi.json with tools like Stoplight or Postman for deeper API exploration.
• Extend src/routes/ with additional CRM endpoints (tasks, deals, etc.) as needed.