This guide describes how to integrate Sugar Market with SugarCRM, including configuring, syncing, and using data mappings. Please review Integration Overview: All CRM Types before proceeding with this page.
This guide includes the following topics:
- How Sugar Market Entities Integrate with SugarCRM
- About the Buyer's Journey Integration
- Installing Sugar Market
- Configuring the SugarCRM Connector
For the current list of SugarCRM versions that Sugar Market supports, refer to the Sugar Market Supported Platforms page.
How Sugar Market Entities Integrate with SugarCRM
This section explains how the following Sugar Market entities will integrate with your SugarCRM instance:
Please refer to the Configuring the SugarCRM Connector section for more information on configuring the settings for these integrations.
When Sugar Market has captured the delivery status of an email recipient, the respective record in SugarCRM will be updated according to the push settings in the connector configuration. The two email push options are to create an Email Activity record or a Task record in SugarCRM.
Push Sent Email to SugarCRM Email Record
This option contains the Opens and Clicks count and displays from whom the email was sent and the name of the campaign. This is a good option if you do not want to clutter up the Task section.
Push Sent Email to SugarCRM Task Record
This option does not include Opens and Clicks counts but is a good option if your Sales team is active in the Activity History.
When Sugar Market has captured a landing page completion, a landing page completion is added to the respective record in SugarCRM's Landing Pages custom entity. The landing page name and completed date for each landing page completion are displayed here.
Click the Preview icon next to the landing page to view additional detail on the landing page completion.
When Sugar Market has captured cookied web activity for a lead or contact, the respective record in SugarCRM will be updated according to the push settings in the connector configuration. The web activity push options are to create a Web Activity record or a Task record in SugarCRM.
Push Web Activity to SugarCRM Web Activity Record
This option, which is labeled "Push Web Activity to Custom Tables", allows you to see more information easily by compartmentalizing this data within the Web Activity table. Pushing the activity to the custom web activity entity in SugarCRM will also keep your Activity History from getting cluttered with lots of web activity.
Click the preview icon next to the activity to view additional detail.
Push Web Activity to SugarCRM Task Record
This option, which is labeled "Push Web Activity to Activity History", is useful if your team is most active in the Task module. Click into any of these activities to display additional detail regarding the web activity.
When a Task record is created in Sugar Market, you can push those as Open Activities to the corresponding SugarCRM record. This setting is labeled "Allow Sugar Market to Create Tasks".
After a Sugar Market Event has occurred, all registered and attended contact and lead records are updated in SugarCRM with the event information inserted into the custom Event Management entity. This displays events for which the record registered and attended. This setting is labeled "Allow Sugar Market to Push Event Data".
Clicking the preview icon displays additional information about the event.
Sugar Market can sync down members of SugarCRM campaigns into a distribution list, which can then be used as an include or exclude list in Sugar Market campaigns. This setting is labeled "Pull Target Lists to Distribution Lists".
Notes regarding syncing SugarCRM campaign lists:
- If the records do not already exist in the database (in the Contact table), Sugar Market will not sync them into the Sugar Market distribution list.
- Sugar Market distribution lists do not contain duplicate emails.
- Sugar Market distribution lists do not contain blank or invalid emails.
SugarCRM reports in the Leads and Contacts modules can be synced with Sugar Market in the form of dynamic distribution lists. Syncing these reports will create new records in Sugar Market when they do not already exist and update existing records, in addition to updating the dynamic distribution list in Sugar Market. These dynamic distribution lists can be used in the following ways:
- As include and exclude lists in email and nurture campaigns.
- Can be updated from lead/contact listeners, scoring actions, and event actions.
- Can be referenced in nurtures to determine flow (i.e., if a member of a dynamic distribution list, then take this path).
The following sync settings need to be enabled to use dynamic distribution lists:
- Pull leads
- Pull contacts
- Allow the creation of new leads
- Allow the creation of new contacts
About the Buyer's Journey Integration
The Buyer's Journey integration allows you to view the entire lifecycle of a prospect's marketing activity. As part of the Sugar Market installation, your Sales team has access to the invaluable marketing journey, which is located in your contact and lead records directly in SugarCRM. Simply click the Sugar Market button in a Contact or Lead record in SugarCRM to display a drawer that contains the Buyer's Journey integration.
Please refer to the Sugar Market User Guide for more information about the Buyer's Journey Integration in Sugar Market.
Installing Sugar Market
There are three steps to the Sugar Market installation:
- Installing the Sugar Market Module
- Configuring the Sugar Market Module in SugarCRM
- Running System Repairs
If you are upgrading from a previous version of Sugar Market, please uninstall the old version before performing the installation.
Installing the Sugar Market Module
- Download the correct Sugar Market module installation file from the table shown below.
- Log into SugarCRM and upload the Sugar Market module. Please refer to the SugarCRM Module Loader documentation for information on uploading modules.
|SugarCRM Version1||Hosting Environment OS||Database||PHP Version||Download Link|
|Sugar 10.0, 11.0, 11.1.0, 11.2.0 (SugarCloud)||Linux, Windows||MySQL2||7.3||Connector for SugarCRM on MySQL V1.3.3|
|Sugar 10.0, 11.0, 11.1.0, 11.2.0 (SugarCloud)||Windows||MSSQL2||7.3||Connector for SugarCRM on MSSQL V1.3.3|
1 Please refer to the Sugar Market Supported Platforms page for the current list of SugarCRM versions that Sugar Market supports.
2 Sugar Market only connects to SugarCRM when the backend database is MSSQL or MySQL; other databases are not supported (e.g., Oracle, DB2).
Configuring the Sugar Market Module in SugarCRM
After installing Sugar Market, configure the Sugar Market connector in SugarCRM. Please refer to the SugarCRM Connector documentation for more information on configuring connectors.
- In SugarCRM, navigate to the Administration page > System > Connectors.
- Click the Set Connector Properties button.
- On the Sugar Market tab add the following information, and then click the Save button:
- Organization Name: Add the Organization Name with a Unique ID generated on the Sugar Market Connector Settings page. Please refer to the Configuring the SugarCRM Connector section of this guide for more details.
- Sugar Market Iframe URL: Copy and paste the following URL exactly (the bracketed text is not variable):
- On the Connector Settings page, click the Enable Connectors button.
- On the Sugar Market tab, drag Accounts, Contacts, and Leads to the Enabled list, and then click the Save button.
Running System Repairs
After installing Sugar Market, we recommend you run the following system repairs. Please refer to the Repair documentation in the SugarCRM Administration Guide for more information.
- In SugarCRM, navigate to the Administration page > System > Repair.
- Click the Quick Repair and Rebuild link.
- After the repair is complete, click the Clear Additional Cache link.
Upgrading the Sugar Market Module
If you are upgrading to the newest version of Sugar Market, you must first uninstall the Sugar Market module by following these steps:
- Log in to SugarCRM and navigate to the Administration page > Developer Tools > Module Loader.
- Click the Uninstall button next to the Sugar Market module.
- On the Ready to Uninstall page, select the "Do Not Remove Tables" option, and then click the Commit button.
- Navigate to the Administration page > System > Repair.
- On the Repair page, click the Quick Repair and Rebuild link.
- Proceed to the steps in the Installing Sugar Market section.
Configuring the SugarCRM Connector
The SugarCRM Connector provides access to set up and modify your password access and sync preferences.
To access the connector:
- Log in to your Sugar Market account and navigate to User Menu > Administration View.
- In the External Connectors section, select SugarCRM > Settings.
Complete the following steps to configure the connector:
- Connect Sugar Market to SugarCRM.
- Inform your Implementation Consultant that your connection settings have been completed and verified. Your Implementation Consultant will then enable the initial sync of your data.
- Set up your sync preferences.
- Set up your sync filters (optional).
Connecting Sugar Market to SugarCRM
The first step in configuring your Sugar Market Connector is to let Sugar Market know how to connect to your instance of SugarCRM. These steps must be completed before you can set your sync preferences.
- Complete the following fields:
- Unique Key: This is a Sugar Market-generated GUID, unique to your organization, which is used in calls to Sugar Market from your CRM.
- SugarCRM Instance URL: The URL for your SugarCRM's web service endpoint
- CRM Username: Identify the Sugar CRM username that Sugar Market will use to sync with your CRM. You may create a new user or a pre-existing user since SugarCRM allows for concurrent logins. It is important to note that all records created or updated by the sync will be attributed to the syncing user; therefore, the syncing user must have the necessary permissions to read and update all records you want to sync with Sugar Market.
- CRM Password: The password for the above user.
- After entering the SugarCRM connection information, click the Test Login button to validate the syncing user credentials. If the credentials are not valid, then you cannot save the connection information.
- Click the Save Connection Information button.
Setting Up Sync Preferences
Setting up your syncing preferences includes determining what information you want Sugar Market to sync down from SugarCRM and what information you want Sugar Market to update and create in SugarCRM, and corresponding settings as described in the sections below.
- Setting Your Sync Data
- Identifying Sync Time Settings
- Selecting Database Integrity Settings
- Setting CRM Sync Alert Contacts
Click the section heading bars to expand or collapse sections on the page:
Setting Your Sync Data
To identify the data you want to sync between Sugar Market and SugarCRM:
- In the "Default user for new records" field, select the name of the Sugar Market user to be assigned as the default (catchall) owner of a new lead when it is pushed up to SugarCRM and the user does not already exist in SugarCRM (the user only exists in Sugar Market). When the user does not already exist in SugarCRM, Sugar Market assigns the defined user in this setting as the lead record owner. User names only populate this list after the initial sync is complete.
- Select the desired settings for data to be pulled from SugarCRM.
- Set the desired settings for data to be pushed from Sugar Market to SugarCRM, and then click the Save button at the bottom of the section.
Pull Data (Sync from CRM)
Pull Target Lists to Distribution Lists
When selected, Sugar Market will sync down Target Lists from SugarCRM. Target Lists that were created via the sync will not be pulled into distribution lists in Sugar Market since this results in many duplicates.
Pull Picklist Values
When selected, Sugar Market will sync down the picklist values from SugarCRM, and keep those lists updated as values are added or removed. This will allow these picklists to be used in landing page questions or selected in a dropdown on the Contact card.
When selected, Sugar Market will sync down Lead records from SugarCRM.
When selected, Sugar Market will sync down Contact records from SugarCRM.
When selected, Sugar Market will sync down Account records from SugarCRM.
When selected, Sugar Market will sync down Opportunity records from SugarCRM.
Push Data (Sync to CRM)
Push Sent Email
Where Sugar Market will push Sent Email records. The options are:
Push Email Opens
Where Sugar Market will push unique Email Open records. The available options are filtered based on the selection made in the Push Sent Email setting:
Push Email Clicks
Where Sugar Market will push unique Email Click records. The available options are filtered based on the selection made in the Push Sent Email setting:
Push Web Activity
Where Sugar Market will push Web Activity records. The options are:
Allow the Creation of New . . .
When selected, Sugar Market will push the record type(s) as new records in SugarCRM. For Contact records, associated Account records will also be created and updated.
Allow Updates to Lead and Contact Records
When selected, Sugar Market will push updated values to Lead and Contact records in SugarCRM.
Allow updating of Mapped Score Fields
When selected, Sugar Market will push Scoring values to SugarCRM, as mapped by Scoring Profiles.
Allow updating of Unsubscribe Status
When selected, Sugar Market will update the Unsubscribe status of Lead and Contact records in SugarCRM.
Allow Sugar Market to create Tasks
When selected, Sugar Market will create Activity records in SugarCRM from Tasks created in Sugar Market. Tasks must have an assigned user.
Allow Sugar Market to Push Email Statistics to Campaigns and Campaign Targets
When selected, Campaign statistics will be pushed from Sugar Market to SugarCRM's Campaign Log.
Allow Sugar Market to push Form completion data
When selected, Sugar Market will push form completions to SugarCRM, with references to the corresponding Lead/Contact record.
Allow Sugar Market to Push Event Data
When selected, Sugar Market will push Event statistics to SugarCRM, with references to the corresponding Lead/Contact record.
Allow Sugar Market to update the Delivery Status and Delivery Message
When selected, Sugar Market will push the Delivery Status Message to a custom Lead/Contact field in SugarCRM.
Map Delivery Message (reason) to
When "Allow Sugar Market to update the Delivery Status and Delivery Message" is enabled, this field is where the message will be mapped in SugarCRM.
Push Sugar Market Last Activity
The custom field in SugarCRM where Sugar Market will push records' Last Activity date.
Identifying Sync Time Settings
Records are synced between Sugar Market and SugarCRM according to the schedule identified on the Integration Overview page. If you do not want to sync your data between the hours of 9:00 PM and 6:00 AM Eastern time, then select the checkbox in the Sync Time Settings section, and then click the Save button.
Selecting Database Integrity Settings
We strongly suggest you work with your Client Services Representative to configure the settings in the Database Integrity section.
To select database integrity settings, select the desired options as described below, and then click the Save button at the bottom of the section.
- Reconcile deleted Contact and Lead records from your CRM: This feature records the deletion of Lead and Contact records in SugarCRM and deletes the same records from Sugar Market. This feature is helpful for compliance with data privacy regulations such as GDPR since the process eliminates the need to separately delete a lead/contact from Sugar Market when it is deleted in SugarCRM.
- Keep records but disconnect them from CRM: This option keeps the deleted Leads and Contact records in Sugar Market but disassociates them from their previous parent record in SugarCRM
- Post-sync cleanup reports: These optional reports can be configured to run at the completion of every data sync cycle, to identify and remove Lead and Contact records from Sugar Market that meet certain criteria. Records will not be removed from SugarCRM. Available reports were built with the viewAccountContact view with a filter of CRMType = "Contact" or "Lead".
Setting CRM Sync Alert Contacts
To have automated sync alert emails sent to specific users, identify the email addresses in the Alerts section, and then click the Save button.
Setting Up Sync Filters
Sync Filters allow you to choose which records to sync from SugarCRM into Sugar Market based on fields that match specific criteria. Sync Filters define the records that sync from SugarCRM into Sugar Market; they do not define the records that sync from Sugar Market back to SugarCRM.
After setting up your sync preferences, complete the steps in this section to set up sync filters. If you do not set up any sync filters, then all records in core tables will sync from SugarCRM into Sugar Market. Since Sync Filters define the records that are syncing down from SugarCRM, it is important to consider these settings carefully and to test before using the filters.
Note: Sync filters are at the record level, not at the field level.
To set up sync filters:
- Confirm you have allowlisted the IP addresses identified in the Integration Overview. These are required for sync filters to be enabled.
- Navigate to the Sync Filtering tab of the SugarCRM Settings page.
- From the Sugar Sell Module dropdown, select the module in which you want to select fields to sync to Sugar Market, and then click the Build Filter button.
- In the Sync Filtering popup dialog, click the pencil icon to set specific conditions.
- To identify the field to be synced from SugarCRM, select a field from the Field list by scrolling or using type ahead. Do not set up sync filters for non-database fields.
- Set the conditions for the selected field by selecting an operator and identifying the value to match (e.g. Billing State Equals TX).
- To set additional conditions to be combined with or evaluated against the condition you just set, click the AND or OR button based on the type of logic desired (e.g. Billing State Equals TX and Industry Equals Banking). Repeat this step as many times as desired.
- To create a separate field grouping within the selected SugarCRM module, click the AND or OR button at the bottom of the dialog, and then repeat the steps outlined above.
- Click the Save button when all filter conditions for the selected module are complete.
- To set filter conditions for fields in other SugarCRM modules, repeat from Step 2 with the desired module.
Testing Sync Filters
After all filter conditions are set as desired, you can perform a test to help you determine if your filters are set as expected. The test returns a preview of up to twenty records that will be synced over from SugarCRM with the filters as currently defined.
Note: While testing sync filters is not a required step, it is strongly recommended to ensure the expected results are returned.
To test sync filters:
- Click the Run Test Sync button on the Sync Filtering tab.
- Results display with default fields. Click the field labels to remove fields from the displayed results, or use type ahead to locate and add additional fields.
- Use the Search field to locate specific records. Partial keywords will return results for string fields, but full keywords need to be used to locate records for multi-select and checkbox fields.
- If the results are not as desired, then return to the sync filters settings to review your conditions.
Viewing Sync Results
After the sync between Sugar Market and SugarCRM has started, use the Sync Dashboard to view results. Please refer to the Sugar Market User Guide for more information on using the Sync Dashboard.
Last modified: 2021-10-14 19:24:08