SugarCRM

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

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.

4. Execute the SugarCRMAccountLIsting and SugarCRMUserListing synchronizer.

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

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

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

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

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

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

Installing and configuring Kayako module in SugarCRM

1. Download the Kayako module.

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

2. Log into the SugarCRM Admin panel and access the module loader under Developer Tools section.

3. Upload the downloaded zip file.

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

5. Rebuild the SugarCRM instance, by clicking on Quick Repair and Rebuild under Admin -> Repair section.

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

7. Fill up the configuration details by clicking Credentials hyperlink.

8. You can view the configuration settings by clicking on Setting Manager.

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

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.

Repeat the steps for Leads too.

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.

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

11. "Convert as ticket" is a button under Lead section, which converts the Lead as a ticket.

12. When the button is clicked, it will navigate you to the new page as follows :

13. Once the Lead is converted into Ticket it will get navigate to the previous page and the button will get disabled.

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.