User Guide: SugarCRM Bridge
Page 1
SugarCRM Bridge
Magento Extension
User Guide
Official extension page: SugarCRM Bridge
S...
Page 2
Table of contents:
1. Connection settings……………….………………………………………………………………….…….3
2. User operations…….………….…………………………...
Page 3
1. Connection settings
Write your SugarCRM
name and password .
Once you’ve set up the required
data, click the butt...
Page 4
2. User operations
You can see a number of
operations, which will be
performed during
synchronization process.
Enab...
Page 5
In “Stage Mapping” tab you need
to select the Magento Orders
Stages similar to SugarCRM
Opportunity (Cases) Stages....
Page 6
3. Field mapping creation
If you want to create a new
mapping, look for
SugarCRM ->SugarCRM
Contacts in menu bar an...
Page 7
Support: http://amasty.com/contacts/
You will see New Item Field. You have
to create a connection between the
follo...
Page 8
Support: http://amasty.com/contacts/
Note! Data inserted into “SugarCRM
Contact Description” will be defined
by “PH...
Page 9
4. Data synchronization
Support: http://amasty.com/contacts/
If you want to export all your
customers to SugarCRM, ...
Thank you!
Your feedback is absolutely welcome!
Should you have any questions or feature suggestions, please contact us at...
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Magento - SugarCRM Bridge module by Amasty

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Easily integrate your Magento store with SugarCRM using SugarCRM Bridge extension developed by Amasty.

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Magento - SugarCRM Bridge module by Amasty

  1. 1. User Guide: SugarCRM Bridge Page 1 SugarCRM Bridge Magento Extension User Guide Official extension page: SugarCRM Bridge Support: http://amasty.com/contacts/
  2. 2. Page 2 Table of contents: 1. Connection settings……………….………………………………………………………………….…….3 2. User operations…….………….………………………………………..…………………………………..4 3. Field mapping creation…………………………………………………..…………………………..…..6 4. Data synchronization.………………………………….………………………………………………....9 Support: http://amasty.com/contacts/ User Guide: SugarCRM Bridge
  3. 3. Page 3 1. Connection settings Write your SugarCRM name and password . Once you’ve set up the required data, click the button to test the connection. Support: http://amasty.com/contacts/ Specify the API address to connect with SugarCRM server. If you don’t know how to fill the fields: “Use WSDL”, “Target Namespace”, “Use” and “Style”, simply retain the default field meanings. User Guide: SugarCRM Bridge
  4. 4. Page 4 2. User operations You can see a number of operations, which will be performed during synchronization process. Enable the required ones. Support: http://amasty.com/contacts/ Please, don’t forget to save the settings. User Guide: SugarCRM Bridge
  5. 5. Page 5 In “Stage Mapping” tab you need to select the Magento Orders Stages similar to SugarCRM Opportunity (Cases) Stages. There are two ways to implement synchronization. First, in case you want to activate synchronization between Magento orders and SugarCRM Opportunity (Cases), you should click “Yes” radio button in “Enabled” field. Then select SugarCRM module, where all the Magento orders will be sent. The second way is to indicate “Sugar CRM Account” that will be connected with the “Opportunities (Cases)”. Support: http://amasty.com/contacts/ Once you’ve specified all the fields, click “Save” button. 2. User operations User Guide: SugarCRM Bridge
  6. 6. Page 6 3. Field mapping creation If you want to create a new mapping, look for SugarCRM ->SugarCRM Contacts in menu bar and click “Add Fields Mapping”. Support: http://amasty.com/contacts/ User Guide: SugarCRM Bridge
  7. 7. Page 7 Support: http://amasty.com/contacts/ You will see New Item Field. You have to create a connection between the following fields: “SugarCRM Contacts First Name” and “Magento Customer First Name”. Select First Name in “SugarCRM” and “Magento Customer Field”. Then create connection between SugarCRM Contacts Last Name (Email Address) field and Magento Customer Last Name (Email Address) field. Please, add a new mapping and follow the same directions like above. 3. Field mapping creation User Guide: SugarCRM Bridge
  8. 8. Page 8 Support: http://amasty.com/contacts/ Note! Data inserted into “SugarCRM Contact Description” will be defined by “PHP code”. In “SugarCRM Field” select Description. In order to select fields mapping type, simply click the “PHP code” radio button. Going forward, select the “PHP code” as mapping type and enter your PHP code. WARNING!!! Before entering PHP code read the PHP code field description carefully. Incorrect code may cause serious errors. Please, don’t forget to click “Save Mapping” button. 3. Field mapping creation User Guide: SugarCRM Bridge
  9. 9. Page 9 4. Data synchronization Support: http://amasty.com/contacts/ If you want to export all your customers to SugarCRM, you have to press “Export Customers to SugarCRM” button (the same instruction can be applied to Orders). User Guide: SugarCRM Bridge
  10. 10. Thank you! Your feedback is absolutely welcome! Should you have any questions or feature suggestions, please contact us at: http://amasty.com/contacts/ Page 10 Support: http://amasty.com/contacts/ User Guide: SugarCRM Bridge
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