Introduction

This guide will show you how to setup SugarCRM Integration with VoIPOffice and Communicator. Both VoIPOffice and Communicator are required for integration.

Please note that SugarCRM Integration requires VoIPOffice Enterprise Edition Version 4 and Communicator Version 4 with SugarCRM 'CRM Module' and 'Call Popup Module'.

What level of integration is available?

• VoIPOffice Enterprise Features:
  • Click-To-Dial
  • Log Inbound Calls
  • Log Outbound Calls
  • Log Answered Calls
  • Log Unanswered Calls
  • Upload Call Recordings
• Communicator 'SugarCRM CRM Module' and 'Call Popup Module' Features:
  • View Contacts within Communicator
  • See Contact Names with Numbers
  • Automatically Open Contact Page
    
    

VoIPOffice Configuration

For the VoIPOffice Settings you will need the following:

• SugarCRM Version 6.5.X
• API URL for example http://your.website/crm/service/v4/rest.php
• Page URL for example http://your.website/crm
  
  

Replace your website with the actual URL of your CRM website.

1. Login to your VoIPOffice web administration interface.
   
2. Select Settings.
   
3. Select CRM Integration.
   
4. Under Integration Service.
   For Enable select Yes
   For Service Location select Local
   For CRM Type select SugarCRM
   For API URL enter http://your.website/crm/service/v4/rest.php
   For Page URL enter http://your.website/crm
   
   Under Log Options
   For Inbound Calls select Yes
   For Outbound Calls select Yes
   For Answered Calls select Yes
   For Unanswered Calls select Yes
   For Upload Recordings select Yes
   Click Save

Communicator Configuration

For the Communicator Settings you will need the following:

• Communicator Version 4
• SugarCRM Account Username
• SugarCRM Account Password
  
  

It is recommended to have the users put in their own SugarCRM login details. Therefore in SugarCRM the call logs and recordings will be from that user.

1. Login to your Communicator Software.
   
2. Select Tools Then Preferences.
   
3. Select CRM.
   
4. Under CRM.
   Tick option Enable CRM Integration
   Under Popup Options (this opens the contact page on SugarCRM)
   For Popup on Inbound Calls When select I answer a call or I receive a call or Never
   For Popup on Outbound Calls When select Never or Call is started or Call is answered
   Under Authentication
   For Username enter SugarCRM Username
   For Password enter SugarCRM Password
   For URL enter Nothing (Leave Blank)
   
   Under Logging Options
   Tick option Use Settings From Server

SugarCRM Configuration

The 'SugarCRM Configuration' will enable you to use 'Click-To-Dial'.

You will need the 'SugarCRM Connector'. The SugarCRM Connector will be sent to you by our Provisioning team after you have requested it from your Account Manager.

1. Login as an admin to your Sugar CRM.
2. In the top right, select Admin.
   
3. In the bottom right, select Module Loader
4. Browse to the ZIP file of the module and click Upload
   
5. Click Install.
   
6. Click Commit.
   
7. The module is now installed.

On your contacts page you will now see telephone icons beside numbers which you can simply click to start a call with using Communicator.

Screenshots of SugarCRM Integration

This screenshot shows the click to dial icons beside phone numbers.

This screenshot shows an example call log in SugarCRM.

This screenshot shows the call recording uploaded automatically in the notes section.

This screenshot shows the contacts of SugarCRM in Communicator.