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Version 3 (Rahul Bhattacharya, 01/17/2013 08:25 am) → Version 4/19 (Rahul Bhattacharya, 01/17/2013 09:41 pm)
*SugarCRM Kayako Module*
Kayako module for SugarCRM allows employees to integrate the Kayako system within the SugarCRM by listing the tickets in SugarCRM.
*Installation*
1. Download the Kayako module.
2. Log into the SugarCRM Admin panel and access the *_module loader_* under *_Developer Tools_* section.
3. Upload the downloaded zip file.
!http://forge.kayako.com/screenshots/717!
4. Once the module is uploaded successfully, Install and Commit it. Once successfully installed, it will appeared as follows:
!http://forge.kayako.com/screenshots/718!
5. Rebuild the SugarCRM instance, by clicking on *_Quick Repair and Rebuild_* under *_Admin -> Repair_* section.
!http://forge.kayako.com/screenshots/719!
6. After successful rebuild, you will see a Kayako panel in the Admin page. * **
!http://forge.kayako.com/screenshots/720!
7. Fill up the configuration details by clicking *_Credentials_* hyperlink.
!http://forge.kayako.com/screenshots/722!
8. You can view the configuration settings by clicking on *_Setting Manager_*.
!http://forge.kayako.com/screenshots/713!
9. For configuring Kayako Tickets in Leads and Contacts module, go to Studio.
!http://forge.kayako.com/screenshots/714!
Under *_Contacts_* you will find *_Layouts_.*
• Go to *_Layouts->DetailView_*.
• Create a new row.
• Drag and drop the Kayako Tickets Field into tha new row.
• Click *_Save and Deploy_*.
!http://forge.kayako.com/screenshots/715!
Repeat the steps for Leads too.
!http://forge.kayako.com/screenshots/716!
10. Your Kayako module has been successfully installed, and ready for use.
You can view the tickets associated with users under Contacts and Leads section.
!http://forge.kayako.com/screenshots/721!
On clicking the subject, it will navigate to the Kayako Helpdesk where respective actions can be made on the tickets (like Edit, Reply, etc).
!http://forge.kayako.com/screenshots/723!
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.