Wiki
Version 5 (Rahul Bhattacharya, 01/17/2013 09:41 pm) → Version 6/19 (Rahul Bhattacharya, 01/17/2013 10:25 pm)
*SugarCRM Kayako Module*
Kayako module for SugarCRM allows employees to integrate the Kayako system within the SugarCRM by listing the tickets in SugarCRM.
Installing and configuring SugarCRM app in Kayako *Installation*
1. Go to Kayako Admin Panel and login with admin credentials.
2. Open *Apps* option and install the *SugarCRM API.*
3. Once the *SugarCRM API* gets installed successfully, open *Settings -> SugarCRM API* and fill the SugarCRM REST API credentials.
!http://forge.kayako.com/screenshots/728!
4. Execute the* SugarCRMAccountLIsting* and *SugarCRMUserListing* synchronizer.
!http://forge.kayako.com/screenshots/729!
5. You can view all the Accounts and Contacts synchronized from SugarCRM under Kayako Staff Control Panel *Manage Users* and *Manage Organizations* tab.
!http://forge.kayako.com/screenshots/727! ! http://forge.kayako.com/screenshots/730!
6. SugarCRM Opportunity and Leads associated with Accounts can be viewed under *Opportunities* and *Leads* tabs respectively.
! http://forge.kayako.com/screenshots/724!
7. SugarCRM Leads information can be also viewed under the Ticket View *SugarCRM* tab.
!http://forge.kayako.com/screenshots/737!
*Installing and configuring Kayako module in SugarCRM*
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.