SugarCRM Integration

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SugarCRM Integration

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This section will take you through the steps of integrating your SugarCRM CRM with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the SugarCRM option:

Click the [OK] button to save your selection.

SugarCRM URL

Enter the SugarCRM URL here so that QuoteWerks can communicate with it. After typing in the URL (make sure to include the ‘/soap.php’ portion), click on the [Test] button to make sure that QuoteWerks can communicate with the server at the URL you have specified.

If the SugarCRM URL is empty, you can click on the icon to pre-fill the SugarCRM URL with the SugarCRM demo server URL.

Completion of Opportunity to “Closed Won”

QuoteWerks provides you with the flexibility to control when a sales opportunity created by QuoteWerks in SugarCRM will be converted to a completed sale. The SugarCRM sales opportunity can be completed by QuoteWerks when converting to an order (File -> Convert to Order menu), an invoice (File -> Convert to Invoice menu), or Never. Never means QuoteWerks will never attempt to complete the Opportunity, the Opportunity will need to be manually updated within SugarCRM. This provides a greater level of control for sales managers or administrators who would prefer to manually close the opportunities from within SugarCRM rather than have QuoteWerks automatically close them.

Use Profit Amount vs. Sale Amount as opportunity amount

When QuoteWerks creates a sales opportunity in SugarCRM, this option lets you specify whether or to use the profit or sale amount of the quote for the sales opportunity amount.

SugarCRM User Credentials

QuoteWerks needs your SugarCRM login ID and password to log into and integrate with SugarCRM. These credentials can be specified for the currently logged in user on this setup window as shown above, OR the Contact Manager Tab of the user’s Tools -> My Preferences menu.

 

For more information on SugarCRM integration, please see:

DataLink Setup

Pulling SugarCRM Contact Information into QuoteWerks

Writing Information Back to SugarCRM

F2 Lookup Features

Including Additional Contact-Manager Fields when Printing