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Created: 16/03/2016 | By: Magenest | Email: [email protected]
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Introduction
Magento 2 Sugar CRM Integration is an extension developed by Magenest, which allows vendors to synchronize data between your Magento 2 site and Sugar CRM automatically.
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After running all these, your Command line/Terminal window might look like this:
Finally, you need to flush the cache by either type this into the Command Line/Terminal:
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Or go to System > Cache Management and click Flush Magento Cache
Now you can go to your store and check if the extension is working as expected.
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- Username: your SugarCRM username.
- URL: has the format of your_SugarCRM_site/service/v4_1/rest.php.
- Password: your SugarCRM password.
- Turn on sync operations of your choice.
- When done, please press Save Config, your configuration is ready to use.
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- Type: Choose table you want to map.
- Magento Field: Choose corresponding Magento Field.
- Sugar Field: Choose SugarCRM Field.
- Description: Describe your mapping.
- Status: Enabled/Disabled.
Please press button Save Save Mapping, your mapping is ready for the next sync.
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Main Functions
- When a new account is registered in Magento 2, SugarCRM will automatically add a new record of this account in Leads.
- When a customer adds products to their cart then check out, this information account will be synced automatically in Opportunities of SugarCRM.
- When a customer updates their data at Address Book, this information account will be synced automatically in Targets of SugarCRM.
After the custormer creates a new account successfully. If they conduct to update or edit their information account, this data will be synced automatically in Accounts of SuagarCRM.
- When admin creates campaigns in Magento 2, the data of these campaigns will be synced in SugarCRM.
- When When admin or the custormer edits any data about the information account in Magento 2, this data will also be changed and updated automatically in Leads, Contacts, Accounts, Opportunities, Campaigns and Targets of SugarCRM.
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Update
- When a new update is available, we will provide you with a new package containing our updated extension.
- You will have to delete the module directory and repeat the installing steps above.
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