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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 to synchronize data between your Magento 2 site and Sugar CRM automatically. 

 

Extension's page: SugarCRM Extension

Features

  • Allows synchronizing and updating Customers from Magento 2 store into SugarCRM Leads, Accounts, Contacts, Opportunities.
  • Allows synchronizing and updating Customers from Magento 2 store into SugarCRM Opportunities when an order Magento 2 created.
  • Allows synchronizing and updating Customers's billing address book from Magento 2 store into SugarCRM Targets.
  • Allows synchronizing Campaigns from Magento 2 store into SugarCRM Campaigns.
  • Allows admins define the mapping fields in backend with ease. 
  • Mapping manually between Magento 2 attributes and SugarCRM custom fields.

System Requirements

Compatible with SugarCRM: 5.x, 6.x, 7.x.

Your store should be running on Magento 2 Community Edition version 2.0.0+.
NOTE: If you don't have a SugarCRM account, please follow the following steps:
  1. Click on this link: https://web.sugarcrm.com/user/register

    A registration form will be shown as follows:




2. Please enter correct information requested:

 3. Click on Create Account

 

4. Check your email to registration process:


5. Click on the link that you received in your mail to complete the process of registration



 



 

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 SugarCRM 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>

        E.g: scp /var/www/html/magento/app/code/Magenest/SugarCRM.zip [email protected]:/home/magenest/public_html/magento/app/code/Magenest/

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
    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


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.

 

Data Integration Settings

 

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.

 

 

To add a new mapping, click on Add New Mapping button, Add New Mapping page will show up

  • Type: Choose table you want to map.
  • Magento Field: Choose  Magento Field.
  • Sugar Field: Choose corresponding SugarCRM Field.
  • Description: Describe your mapping.
  • Status: Enabled/Disabled.

 

 

Please press button Save Mapping, your mapping is ready for the next sync.

 

 

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 admin or the customer 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.

 

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.
  • Flush the config cache. Your store and newly installed module should be working as expected.

 

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

 

 

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