Wiki
Version 6 (Rahul Bhattacharya, 01/17/2013 10:25 pm)
| 1 | 1 | *SugarCRM Kayako Module* |
|
|---|---|---|---|
| 2 | 1 | ||
| 3 | 1 | Kayako module for SugarCRM allows employees to integrate the Kayako system within the SugarCRM by listing the tickets in SugarCRM. |
|
| 4 | 1 | ||
| 5 | 6 | Rahul Bhattacharya | Installing and configuring SugarCRM app in Kayako |
| 6 | 6 | Rahul Bhattacharya | |
| 7 | 6 | Rahul Bhattacharya | 1. Go to Kayako Admin Panel and login with admin credentials. |
| 8 | 6 | Rahul Bhattacharya | |
| 9 | 6 | Rahul Bhattacharya | 2. Open *Apps* option and install the *SugarCRM API.* |
| 10 | 6 | Rahul Bhattacharya | |
| 11 | 6 | Rahul Bhattacharya | 3. Once the *SugarCRM API* gets installed successfully, open *Settings -> SugarCRM API* and fill the SugarCRM REST API credentials. |
| 12 | 6 | Rahul Bhattacharya | |
| 13 | 6 | Rahul Bhattacharya | !http://forge.kayako.com/screenshots/728! |
| 14 | 6 | Rahul Bhattacharya | |
| 15 | 6 | Rahul Bhattacharya | 4. Execute the* SugarCRMAccountLIsting* and *SugarCRMUserListing* synchronizer. |
| 16 | 6 | Rahul Bhattacharya | |
| 17 | 6 | Rahul Bhattacharya | !http://forge.kayako.com/screenshots/729! |
| 18 | 6 | Rahul Bhattacharya | |
| 19 | 6 | Rahul Bhattacharya | 5. You can view all the Accounts and Contacts synchronized from SugarCRM under Kayako Staff Control Panel *Manage Users* and *Manage Organizations* tab. |
| 20 | 6 | Rahul Bhattacharya | |
| 21 | 6 | Rahul Bhattacharya | !http://forge.kayako.com/screenshots/727! ! http://forge.kayako.com/screenshots/730! |
| 22 | 6 | Rahul Bhattacharya | |
| 23 | 6 | Rahul Bhattacharya | 6. SugarCRM Opportunity and Leads associated with Accounts can be viewed under *Opportunities* and *Leads* tabs respectively. |
| 24 | 6 | Rahul Bhattacharya | |
| 25 | 6 | Rahul Bhattacharya | ! http://forge.kayako.com/screenshots/724! |
| 26 | 6 | Rahul Bhattacharya | |
| 27 | 6 | Rahul Bhattacharya | 7. SugarCRM Leads information can be also viewed under the Ticket View *SugarCRM* tab. |
| 28 | 6 | Rahul Bhattacharya | |
| 29 | 6 | Rahul Bhattacharya | !http://forge.kayako.com/screenshots/737! |
| 30 | 6 | Rahul Bhattacharya | |
| 31 | 6 | Rahul Bhattacharya | |
| 32 | 6 | Rahul Bhattacharya | *Installing and configuring Kayako module in SugarCRM* |
| 33 | 1 | ||
| 34 | 1 | 1. Download the Kayako module. |
|
| 35 | 1 | ||
| 36 | 1 | 2. Log into the SugarCRM Admin panel and access the *_module loader_* under *_Developer Tools_* section. |
|
| 37 | 1 | ||
| 38 | 1 | 3. Upload the downloaded zip file. |
|
| 39 | 1 | ||
| 40 | 1 | !http://forge.kayako.com/screenshots/717! |
|
| 41 | 1 | ||
| 42 | 1 | 4. Once the module is uploaded successfully, Install and Commit it. Once successfully installed, it will appeared as follows: |
|
| 43 | 1 | ||
| 44 | 1 | !http://forge.kayako.com/screenshots/718! |
|
| 45 | 1 | ||
| 46 | 2 | Rahul Bhattacharya | 5. Rebuild the SugarCRM instance, by clicking on *_Quick Repair and Rebuild_* under *_Admin -> Repair_* section. |
| 47 | 1 | ||
| 48 | 1 | !http://forge.kayako.com/screenshots/719! |
|
| 49 | 1 | ||
| 50 | 4 | Rahul Bhattacharya | 6. After successful rebuild, you will see a Kayako panel in the Admin page. * |
| 51 | 1 | ||
| 52 | 1 | !http://forge.kayako.com/screenshots/720! |
|
| 53 | 1 | ||
| 54 | 1 | 7. Fill up the configuration details by clicking *_Credentials_* hyperlink. |
|
| 55 | 1 | ||
| 56 | 1 | !http://forge.kayako.com/screenshots/722! |
|
| 57 | 1 | ||
| 58 | 1 | 8. You can view the configuration settings by clicking on *_Setting Manager_*. |
|
| 59 | 1 | ||
| 60 | 1 | !http://forge.kayako.com/screenshots/713! |
|
| 61 | 1 | ||
| 62 | 1 | 9. For configuring Kayako Tickets in Leads and Contacts module, go to Studio. |
|
| 63 | 1 | ||
| 64 | 1 | !http://forge.kayako.com/screenshots/714! |
|
| 65 | 1 | ||
| 66 | 1 | Under *_Contacts_* you will find *_Layouts_.* |
|
| 67 | 1 | • Go to *_Layouts->DetailView_*. |
|
| 68 | 1 | • Create a new row. |
|
| 69 | 1 | • Drag and drop the Kayako Tickets Field into tha new row. |
|
| 70 | 1 | • Click *_Save and Deploy_*. |
|
| 71 | 1 | ||
| 72 | 1 | !http://forge.kayako.com/screenshots/715! |
|
| 73 | 1 | ||
| 74 | 1 | Repeat the steps for Leads too. |
|
| 75 | 1 | ||
| 76 | 1 | !http://forge.kayako.com/screenshots/716! |
|
| 77 | 1 | ||
| 78 | 1 | 10. Your Kayako module has been successfully installed, and ready for use. |
|
| 79 | 1 | ||
| 80 | 1 | You can view the tickets associated with users under Contacts and Leads section. |
|
| 81 | 1 | ||
| 82 | 1 | !http://forge.kayako.com/screenshots/721! |
|
| 83 | 1 | ||
| 84 | 1 | On clicking the subject, it will navigate to the Kayako Helpdesk where respective actions can be made on the tickets (like Edit, Reply, etc). |
|
| 85 | 1 | ||
| 86 | 1 | !http://forge.kayako.com/screenshots/723! |
|
| 87 | 1 | ||
| 88 | 5 | Rahul Bhattacharya | 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. |