Integrating with SugarCRM
To integrate Spectrum™ Technology Platform with SugarCRM, you must install the supporting databases and dataflows on the Spectrum™ Technology Platform server, and deploy the Spectrum™ Technology Platform solution on your SugarCRM. Once you do this, users of SugarCRM will have access to address validation, geocoding, and duplicate detection functionality from within SugarCRM.
Entities Supported:
You can validate and geocode the addresses of the entities:- Accounts
- Contacts
- Leads
Supported SugarCRM Versions
SugarCRM 7.7.1.1Browse 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.
-
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. -
Import the SugarCRM Module dataflows into your
Spectrum™ Technology Platform server.
-
On the Spectrum™ Technology Platform server, open this folder:
\server\modules\sugarcrmNote: This folder is only available if you have installed the SugarCRM Module.
-
As mentioned in the table below, copy the applicable dataflow files to
the import folder:
\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.dfUniversal Addressing Module without Loqate
ValidateAddresswithCandidates_UAM.df Universal Addressing Module without Loqate
Enterprise Geocoding ModuleValidateAddressWithCandidates_UAM_EGM.df Universal Addressing Module with Loqate
ValidateAddressWithCandidates_UAM_Loqate.df Universal Addressing Module with Loqate
Enterprise Geocoding ModuleSugarCRMValidateAddressAndGenerateMatchKey.df
ValidateAddressWithCandidates_UAM_Loqate_EGM.df
Universal Addressing Module, Loqate only
ValidateAddressWithCandidates_Loqate.df Universal Addressing Module, Loqate only
Enterprise Geocoding ModuleValidateAddressWithCandidates_Loqate_EGM.df Enterprise Geocoding Module
GeocodeUSAddressWithCandidates.df
-
On the Spectrum™ Technology Platform server, open this folder:
-
Import the Pitney Bowes SugarCRM module into your SugarCRM system.
- Log in to SugarCRM as an administrator.
- In the profile dropdown at the top right corner, click Admin.
-
In this Adminstration screen, in the
Developer Tools section, click
Module Loader.
The Module Loader screen opens.
-
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:
- Upload the ZIP file PBSugarCRMConnector.zip of Spectrum copied earlier to the system, using the file uploader field in the centre of the page.
- Click Upload.
- Click Confirm. An entry for the Pitney Bowes package now shows in the bottom grid.
-
Once the Pitney Bowes package is uploaded into the system,
or if it has been uploaded previously into your SugarCRM system but is
uninstalled:
- Click Install against the Pitney Bowes package entry in the bottom grid on the Module Loader screen.
- On the License screen, select Accept, then click Commit.
- In the profile dropdown at the top right corner, click Admin.
-
In this Adminstration screen, in the
System section, click
Repair.
The Repair screen opens.
-
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.
The menu item Administration > PB Service Configuration is now available.