sugarCRM

Preferences

Connection Parameter

In this group you can specify the parameter ContactGrabber needs to connect to sugarCRM system.

Enter User and Passwort according to the login data on sugarCRM server.
Hostname is the name or the IP number of sugarCRM server.
The default port of HTTP application is 80. If you are running sugarCRM on a different port please specify the port here.
The path corresponds to the sugarCRM system path on the HTTP server if you have installed sugarCRM in another path as the root path. For example if you reach the system with browser using a link like http://test.ibs-quadrat.de/test/sugarcrm then the path is /test/sugarcrm
ContactGrabber can connect to a HTTP-Server using a SSL connection that is based on a verified, official certificate or on an unverified certificate. A verified certificate you can get from Verisign. If you are using sugarCRM with an unverified certificate mark the checkbox.
If you are using the HTTP proxy to connect to sugarCRM server you can specify a proxy in the Proxy preference page.

You can check all connection parameter by using the "Test Connection" button.

Data Creation

ContactGrabber can create addresses as Targets, Leads or Contacts/Accounts in sugarCRM. If you activate one or more of these exports then the exports are shown in the export selection box in the main dialog of ContactGrabber. You have to activate at least one export.

Using the option Contact/Account you can specify if the address is exported as Contact, as Account or as Contact and Account at the same time. If Contact and Account is exported at the same time ContactGrabber creates a relationship between these datasets in sugarCRM. ContactGrabber creates the Contact always. But if there is an Account available in sugarCRM that has the same name as the Account that should be exported ContactGrabber creates only the relationship between the newly created Contact and the found Account.

Contact and Account can only be exported if the address has the suitable data. For Contact you need the lastname and for Account the company name is necessary.
If the checkbox "Ask for missing data" is checked ContactGrabber opens a popup dialog while exporting and you can enter the missing data.
The checkbox "Export Parsefield to Description" allows you to export the content of the parsefield to the description of the created datasets.

Storage of Adressdata

ContactGrabber offers the ability to store the addressdata of Account records as Billing- and/or Shippingaddress. With Lead/Contact/Target records ContactGrabber can store the addressdata as Primaryaddress and/or Other Address. You can specify these combinations using the select boxes.

Export

During the export ContactGrabber shows selection dialogs if there are similar Accounts or Contacts available on sugarCRM server. In the selection dialog for Accounts you can choose to pick an Account or create a new one. Clicking the right mouse button a popup comes up where you can find an action to show the selected Account using the browser.

With Contacts its the same. A selection dialog comes up if there are similar Contacts available. You can choose to create a new Contact or to cancel the export.

You can activate the result protocol using the check box "Show Operation ResultDialog". If this option is activated ContactGrabber shows the result of the export in a dialog. You can navigate to the created records quickly using the hyperlinks in the protocol dialog.

Prospect/Target/Ziel anlegen

If you want to export data as Prospect/Target/Ziel you have to modify sugarCRM-Source.

Please modify the file sugarcrm\htdocs\sugarcrm\include\modules_override.php and add the following source:

<?function enableProspectTab() {
  global $moduleList, $modInvisList;

  // add prospects to modules list -> now also visible as tab
  $moduleList[]='Prospects';
  // remove prospects from InvisibleModulesList
  $pos = array_keys($modInvisList,'Prospects');
  if(is_array($pos)) {

    $pos = $pos[0];
    if($pos !== 0) {
      $left = array_slice ($modInvisList, 0, $pos);
      $right = array_slice ($modInvisList, $pos+1);
      $modInvisList = array_merge ($left, $right);
      unset($left);
      unset($right);
    }  else {
      $modInvisList = array_slice($modInvisList, 1);
    }

  }
}
enableProspectTab();
?>