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How to Download, Sync and Configure SugarCRM Outlook Plugin

The 2007 / 2010 Outlook Plugin syncs your Outlook appointments with SugarCRM and allows you to archive ‘sent’ and ‘received’ emails into a Sugar Account, Contact or Lead.  To archive emails into an account the Sugar Contact primary email must be the same as the ‘sending’ or ‘receiving’ email address.

You must have administration access to SugarCRM to be able to complete this process.

Before you begin:

Required Knowledge: The Outlook Plugin requires Sugar Professional Edition.  If you are using Community Edition, you can review available third-party Outlook plugins

Required SugarCRM Access: Admin

Required Pre-Steps (IMPORTANT): Close Outlook and you will need your Wisenet 3 letter ticker code (this is the first 3 digits of your student’s REF Internal code)

1

Download and Install the plugin
  1. Log into Sugar with your user name and password
  2. In the upper right-hand corner of the screen, Click on your name to view your User Preferences page
  3. Click on the Profile tab
  4. Click the Downloads tab, and after the screen refreshes, select the appropriate Sugar Plug-in for Microsoft Outlook for your version of Microsoft Outlook
  5. Download file and unzip file
  6. Navigate to downloaded files and click sugaroutlook.msi
  7. Follow wizard instructions

Note: If asked to enter a password – enter your Outlook password

2

Sync your Outlook to SugarCRM
  1. Open Outlook
  2. In the Top Menu, click Tools and select Sugar Options
  3. Click the Advanced tab
  4. Click LDAP Settings tab and enter the following details:
    • Tick Use LDAP settings
    • Authentication Key: enter your 3 letter ticker code
    • Algorithm: set to ‘OUTLOOKtripleDES’
  5. Click the General tab, enter the following details:
    • Username and Password: Enter your Wisenet Portal Username and Password
    • URL: copy and paste the following URL: http://xxx-crm.wisenet.co/, then replace the ‘xxx‘ with your 3 letter ticker code (The code is case sensitive and has to be in lower case letters)
    • Click Test Settings to confirm that you have set this up correctly

3

Configure your Preferences

You can configure your syncing preferences on the following tabs:

  1. General tab: Set general synchronisation settings
  2. Use the Contacts, Appointments and Tasks tabs to set more specific settings for these activities

4

Configure Outgoing Mail Settings

You will need to configure your outgoing mail settings, specific server information is required.

  1. In the upper right-hand corner of the screen, Click on your name
  2. Click on Administration
  3. Click Email Settings
  4. Click on Configure the Outgoing mail Settings
    • Complete all fields in this area and ensure you Sent test Email

Note: If you receive an error message report this to Wisenet via a support.

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