Integrating with SugarCRM

To integrate Spectrum™ Technology Platform with Microsoft Dynamics CRM, you must install the supporting databases and dataflows on the Spectrum™ Technology Platform server, and deploy the Spectrum™ Technology Platform solution on your Microsoft Dynamics CRM. Once you do this, users of Microsoft Dynamics CRM will have access to address validation, geocoding, and duplicate detection functionality from within Microsoft Dynamics CRM.

Before you begin:

Browse to the the folder "Sugar CRM DQ Objects\sugarcrm" in the Spectrum™ Technology Platform installation package and copy the file PBSugarCRMConnector.zip to any location on your SugarCRM server.

  1. If you are using Spectrum™ Technology Platform for address validation or geocoding, install the databases required to perform address validation and geocoding and define database resources for each database.
    Note: If you are using Spectrum™ Technology Platform for duplicate detection only, you can skip this step.

    You must give the database resources these names:

    Database Required Name for Database Resource
    Enterprise Geocoding Module - Canada Database IGEO_CAN
    Enterprise Geocoding Module - U.S. Database EGM_US
    Universal Addressing Module - Canada Database Canada
    Universal Addressing Module - Loqate Database Loqate
    Universal Addressing Module - U.S. Database UAM_US
    Note: You must install the Delivery Point Validation (DPV) data and the Residential Delivery Indicator (RDI) data in order to perform DPV and RDI processing on U.S. addresses.
  2. Import the SugarCRM Module dataflows into your Spectrum™ Technology Platform server.
    1. On the Spectrum™ Technology Platform server, open this folder:
      SpectrumFolder\server\modules\sugarcrm
      Note: This folder is only available if you have installed the SugarCRM Module.
    2. As mentioned in the table below, copy the applicable dataflow files to the import folder:

      SpectrumFolder\server\app\import

      If you have installed this set of modules Copy these dataflow files to the import folder
      Advanced Matching Module

      GenerateMatchKey.df
      GenerateMatchScore.df
      GenerateSearchKey.Consonant.df
      GenerateSearchKey.df
      GenerateSearchKey.Metaphone.df
      GenerateSearchKey.Substring.df

      Universal Addressing Module without Loqate

      		 ValidateAddresswithCandidates_UAM.df

      Universal Addressing Module without Loqate
      Enterprise Geocoding Module

      		 ValidateAddressWithCandidates_UAM_EGM.df

      Universal Addressing Module with Loqate

      		 ValidateAddressWithCandidates_UAM_Loqate.df

      Universal Addressing Module with Loqate
      Enterprise Geocoding Module

      SugarCRMValidateAddressAndGenerateMatchKey.df

      ValidateAddressWithCandidates_UAM_Loqate_EGM.df

      Universal Addressing Module, Loqate only

      		 ValidateAddressWithCandidates_Loqate.df

      Universal Addressing Module, Loqate only
      Enterprise Geocoding Module

      		 ValidateAddressWithCandidates_Loqate_EGM.df

      Enterprise Geocoding Module

      		 GeocodeUSAddressWithCandidates.df
  3. Import the Pitney Bowes SugarCRM module into your SugarCRM system.
    1. Log in to SugarCRM as an administrator.
    2. In the profile dropdown at the top right corner, click Admin.
    3. In this Adminstration screen, in the Developer Tools section, click Module Loader.
      The Module Loader screen opens.
    4. If you are integrating your SugarCRM system with Spectrum™ Technology Platform for the first time, you must upload the SugarCRM Connector module of your SugarCRM system:
      1. Upload the ZIP file PBSugarCRMConnector.zip of Spectrum copied earlier to the system, using the file uploader field in the centre of the page.
      2. Click Upload.
      3. Click Confirm. An entry for the Pitney Bowes package now shows in the bottom grid.
    5. Once the Pitney Bowes package is uploaded into the system, or if it has been uploaded previously into your SugarCRM system but is uninstalled:
      1. Click Install against the Pitney Bowes package entry in the bottom grid on the Module Loader screen.
      2. On the Licence screen, select Accept, then click Commit.
    6. In the profile dropdown at the top right corner, click Admin.
    7. In this Adminstration screen, in the System section, click Repair.
      The Repair screen opens.
    8. Click Quick Repair and Build.
      The existing SugarCRM configurations are rebuilt to incorporate the custom Objects and Object Layouts imported with the SugarCRM Connector module. The logs are displayed.
Spectrum's SugarCRM Connector module is now successfully integrated with your SugarCRM system.

The menu item Administration > PB Service Configuration is now available.