Creating a Connection to Spectrum

Once the SugarCRMConnector module of Spectrum™ Technology Platform is uploaded successfully in your SugarCRM, you can create a connection to the Spectrum server.
  1. Login to your SugarCRM system as an Administrator.
  2. Go to Administration > PB Service Configuration.
  3. Click Create.
  4. In the Name field, enter the desired name for the connection. For example, PB_SpectrumConnection.
  5. In the Server Name field, enter the server name or IP address of the Spectrum™ Technology Platform server.
  6. In the Port field, enter the port used by the Spectrum™ Technology Platform server for HTTP communication. By default the port is 8080.
  7. In the User Name field, enter the Spectrum™ Technology Platform user name.
  8. In the Password field, enter the password for the Spectrum™ Technology Platform user.
  9. If you wish to run the duplicate detection feature provided by the Pitney Bowes Address Validation bundle:
    • Check Duplicate Detection.
    • In the Threshold field, enter a value between 0 and 100, both inclusive. If you leave this field blank, the default threshold value of 30 is used. The Pitney Bowes Address Validation service fetches those records as duplicate whose match score is equal to or higher than the threshold match score.
    For more information, see Threshold.
  10. Before saving the connection, click Test Connection to verify the entered credentials for the Spectrum server.
  11. Once the Spectrum connection details are tested successfully, click Save.
    Note: You can either test a connection before clicking Save, or test an existing connection by first opting to Edit it.
You can now use this connection to validate and geocode the addresses of records in your SugarCRM system using the Spectrum™ Technology Platform.
Note: Only one connection to the Spectrum™ Technology Platform can exist at a time. To create another connection to Spectrum™ Technology Platform, you can either delete the existing connection and create a new one, or edit the existing connection.