Once Spectrum Technology Platform SugarCRMConnector is uploaded
successfully in your SugarCRM, you can create a connection to the Spectrum server.
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Log in to your SugarCRM system as an Administrator.
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Go to .
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Click Create.
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In the Name field, enter the desired name for the connection.
For example, Precisely_SpectrumConnection.
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In the Server Name field, enter the server name
or IP address of the Spectrum Technology Platform server.
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In the Port field, enter the port used by the Spectrum Technology Platform server for HTTP communication. By default the port is
8080
.
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In the User Name field, enter the Spectrum Technology Platform
user name.
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In the Password field, enter the password for
the Spectrum Technology Platform user.
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If you wish to run the duplicate detection feature provided by the Spectrum 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 Spectrum Address Validation service fetches those records as duplicate
whose match score is equal to or higher than the threshold match
score.
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Before saving the connection, click Test Connection to verify the
entered credentials for the Spectrum server.
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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.