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Version 14 (Rahul Bhattacharya, 02/08/2013 12:12 am)

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*SugarCRM Kayako Module*
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Kayako module for SugarCRM allows employees to integrate the Kayako system within the SugarCRM by listing the tickets in SugarCRM.






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Installing and configuring SugarCRM app in Kayako






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1.	Go to Kayako Admin Panel and login with admin credentials.






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2.	Open *Apps* option and install the *SugarCRM API.* 






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3.	Once the *SugarCRM API* gets installed successfully, open *Settings -> SugarCRM API*  and fill the SugarCRM REST API credentials.






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!http://forge.kayako.com/screenshots/762!






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4.	Execute the *SugarCRMAccountLIsting*  and *SugarCRMUserListing* synchronizer. 






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!http://forge.kayako.com/screenshots/773!






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5.	You can view all the Accounts and Contacts synchronized from SugarCRM under Kayako Staff Control Panel *Manage Users* and *Manage Organizations* tab. 






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!http://forge.kayako.com/screenshots/758!  






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!http://forge.kayako.com/screenshots/759! 






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6.	SugarCRM Opportunity and Leads associated with Accounts can be viewed under  *Opportunities* and *Leads* tabs respectively. 






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!http://forge.kayako.com/screenshots/760!






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7.	SugarCRM Leads information can be also viewed under the  Ticket View *SugarCRM* tab. 






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!http://forge.kayako.com/screenshots/761! 






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8.  You can also convert the view ticket as a SugarCRM Lead by clicking *"Convert to SugarCRM Lead"* under *"General"* tab






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!http://forge.kayako.com/screenshots/807!






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9. Once the ticket gets converted as a Lead, it will display generated Lead Id as follows : 






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!http://forge.kayako.com/screenshots/811!






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10. Once you click the Lead Id link, it will navigate to the SugarCRM page






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!http://forge.kayako.com/screenshots/810!






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*Installing and configuring Kayako module in SugarCRM*






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1.	Download the Kayako module.






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<pre>Obtain the module from [[http://forge.kayako.com/attachments/download/738/Kayko_for_SugarCRM.zip]]</pre>






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2.	Log into the SugarCRM Admin panel and access the *_module loader_* under *_Developer Tools_* section.






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3.	Upload the downloaded zip file.






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4.	Once the module is uploaded successfully, Install and Commit it. Once successfully installed, it will appeared as follows:






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!http://forge.kayako.com/screenshots/763!






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5.	Rebuild the SugarCRM instance, by clicking on *_Quick Repair and Rebuild_* under *_Admin -> Repair_* section. 






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!http://forge.kayako.com/screenshots/764!






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6.	After successful rebuild, you will see a Kayako panel in the Admin page. *






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!http://forge.kayako.com/screenshots/765! 






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7.	Fill up the configuration details by clicking *_Credentials_* hyperlink. 






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!http://forge.kayako.com/screenshots/766!






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8.	You can view the configuration settings by clicking on *_Setting Manager_*. 






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!http://forge.kayako.com/screenshots/767!






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9.	For configuring Kayako Tickets in Leads and Contacts module, go to Studio. 






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!http://forge.kayako.com/screenshots/768!






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Under *_Contacts_* you will find *_Layouts_.*






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        •	Go to *_Layouts->DetailView_*.






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        •	Create a new row.






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        •	Drag and drop the Kayako Tickets Field into tha new row.






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        •	Click *_Save and Deploy_*.






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!http://forge.kayako.com/screenshots/770!






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Repeat the steps for Leads too.






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!http://forge.kayako.com/screenshots/769!






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10.	Your Kayako module has been successfully installed, and ready for use.






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You can view the tickets associated with users under Contacts and Leads section.






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!http://forge.kayako.com/screenshots/771!






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On clicking the subject, it will navigate to the Kayako Helpdesk where respective actions can be made on the tickets (like Edit, Reply, etc).






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Note: *  If Kayako panel is not visible in the Admin Panel, then extract the zipped module and copy *_SugarModules/Extension/modules_* folder into sugarcrm’s *_custom/Extension/_* and repeat the step 5.