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How To Set Up SugarCRM Integration

The Set Up process to configure SugarCRM to Wisenet is different depending on whether you are bringing your own (BYO) or Wisenet is hosting it for you.

Before you begin:

Required Knowledge: SugarCRM

Required Access: Admin

1

The following setup instructions are only required for customers whose SugarCRM is not hosted by Wisenet. This is referred to as BYO SugarCRM.

Configure Databases Changes in SugarCRM

Configure User Access Details

Each product has a security code or customer key – these codes enable the integration between your applications. Once you’ve purchased these products, you just need to let us know when you are ready to integrate and provide the relevant codes for your products – our team will do the rest.

  1. Log a Support Request advising which applications you wish to integrate
  2. Our Support Team will provide you with specific instructions to obtain the required security codes and customer keys
  3. You will then update this support item with this information
  4. We will then set up your integration and let you know when this is completed in the support item

Learn More?  Check out these Developers Resources below:

Next Step

Import Data into SugarCRM

SugarCRM

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