Thank you for purchasing our extension. If you have any questions that are beyond the scope of this document, do not hesitate to leave us an email via our email address below.

Created: 16/03/2016 | By: Magenest | Email: [email protected]

Introduction

Magento 2 Sugar CRM Integration  is an extension developed by Magenest, which allows vendors are able to automatically synchronize data between your Magento 2 site and Sugar CRM. 

Extension's page: http://store.magenest.com/magento-2-sugar-crm-integration.html

Features

• Allows synchronizing and updating Customers from Magento store into SugarCRM Leads, Accounts, Contacts, Opportunities.
• Allows synchronizing and updating Customers from Magento store into SugarCRM Opportunities when an order Magento created.
• Allows synchronizing and updating Customers's billing address book from Magento store into SugarCRM Targets.
• Allows synchronizing Campains from Magento store into SugarCRM Campaigns.
• Allows admins define the mapping fields in backend with ease. 
• Mapping manually between Magento attributes and SugarCRM custom fields.

System Requirements

Installation

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

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 Wrapper extension and click Upload. The extension will be uploaded onto your host in a few minutes.

The second method will require you to compress the extension into .zip or .tar.gz format, then execute the following command in your Command Line/Terminal:

    scp <path to your extension> <ssh server>:<path to Magenest directory>

Then log into your ssh server, go to Magenest directory and execute the following command to decompress the module:

    unzip <.zip compressed extension> 

Or

    tar -xzvf <.tar.gz compressed extension>

Now go to your Magento root directory, say it's named magento2, and execute the following commands:

    sudo chmod -R 755 .

    php bin/magento setup:upgrade

    php bin/magento setup:static-content:deploy

    sudo chmod -R 777 var pub

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:

    php bin/magento cache:flush

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.

Configuration

Filling in information

• Username: your SugarCRM username.
• Url: has the format of your_SugarCRM_site/webservice.php.
• Access Key: Fill in your access key.
• Turn on sync operations of your choice.

• When done, please press Save Config, your configuration is ready to use.

Data Integration Settings

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.

Support

• We will reply to support requests after 3-5 business days.
• We will offer free lifetime support for all of our products. Support includes answering questions related to our products, bug/error fixing to make sure our products fit well in your site exactly like our demo.
• Support DOES NOT include other series such as customizing our products, installation and uninstallation service.

Once again, thank you for purchasing our extension. If you have any questions relating to this extension, please do not hesitate to contact us for support.

Magenest