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Here we will guide you through the installation process of our extension. First off, open FileZilla, log in to your host as follows:

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In the above example we switched the local site to the extension directory, and the remote site to the code directory. Now on the remote site window, inside app/code directory, create a folder named Magenest and go inside it. Now on your local site window, right click on SugarCRM extension and click Upload. The extension will be uploaded onto your host in a few minutes.

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Now you can go to your store and check if the extension is working as expected.

 

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Configuration

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First, navigate to Store > Magenest > SugarCRM Config > Setup, then filling in information:

  • Username: your SugarCRM username.
  • URL: 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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Data Integration Settings

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Click on Customers > Field Mapping. You can define field mappings between Magento 2 and SugarCRM easily.

 

Click button Edit, if you want to conduct any changes.

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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 Mapping, your mapping is ready for the next sync.

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