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 SugarCRM. Once you do this, users of SugarCRM will have access to address validation and geocoding functionality from within SugarCRM.
Browse to the the folder "Sugar CRM DQ Objects\sugarcrm" in the Spectrum Technology Platform installation package and copy the file PreciselySugarCRMConnector.zip to any location on your SugarCRM server.
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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 - Canada Database IGEO_CAN Enterprise Geocoding - U.S. Database EGM_US Universal Addressing - Canada Database Canada Universal Addressing - Loqate Database Loqate Universal Addressing - 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.
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On the Spectrum Technology Platform server, open this folder:
SpectrumDirectory\server\modules\sugarcrmNote: This folder is only available if you have installed the SugarCRM Module.
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As mentioned in the table below, copy the applicable dataflow files to
the import folder:
SpectrumDirectory\server\import
If you have installed this set of modules Copy these dataflow files to the import folder Advanced Matching GenerateMatchKey.df
GenerateMatchScore.df
GenerateSearchKey.Consonant.df
GenerateSearchKey.df
GenerateSearchKey.Metaphone.df
GenerateSearchKey.Substring.dfUniversal Addressing without Loqate
ValidateAddresswithCandidates_UAM.df Universal Addressing without Loqate
Enterprise GeocodingValidateAddressWithCandidates_UAM_EGM.df Universal Addressing with Loqate
ValidateAddressWithCandidates_UAM_Loqate.df Universal Addressing with Loqate
Enterprise GeocodingSugarCRMValidateAddressAndGenerateMatchKey.df
ValidateAddressWithCandidates_UAM_Loqate_EGM.df
Universal Addressing, Loqate only
ValidateAddressWithCandidates_Loqate.df Universal Addressing, Loqate only
Enterprise GeocodingValidateAddressWithCandidates_Loqate_EGM.df Enterprise Geocoding
GeocodeUSAddressWithCandidates.df
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On the Spectrum Technology Platform server, open this folder:
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Import the Precisely SugarCRM module into your SugarCRM system.
- Log in to SugarCRM as an administrator.
- In the profile dropdown at the top right corner, click Admin.
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In this Administration screen, in the
Developer Tools section, click
Module Loader.
The Module Loader screen opens.
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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 PreciselySugarCRMConnector.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 Precisely package now shows in the bottom grid.
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Once the Precisely package is uploaded into the system,
or if it has been uploaded previously into your SugarCRM system but is
uninstalled:
- Click Install against the Precisely package entry in the bottom grid on the Module Loader screen.
- On the Licence screen, select Accept, then click Commit.
- In the profile dropdown at the top right corner, click Admin.
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In this Adminstration screen, in the
System section, click
Repair.
The Repair screen opens.
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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 > Precisely Service Configuration is now available.