1. Security Settings
To ensure that the user is allowed to use Sugar CRM, the following security roles must be in place.
2. Create an OAuth key
Important: this step is only necessary for Sugar CRM v7. An OAuth key is required to authenticate Sugar CRM v7. To create an OAuth2 key go into the administration settings and click on OAuth keys on the system board.
You can create a new key by clicking on the drop down link and then selecting ‘create new OAuth key‘.
Select OAuth 2.0 as the correct version, enter the necessary details and make sure to note down your Client Key and Client Secret – you will need them later. Now click ‘save’.
3. Setting up the connection with Newsletter2Go
To set up the Sugar CRM integration, log yourself in to your Newsletter2Go account and go to ‘Settings’ -> ‘Plug ins’ -> ‘Set up new connection’.
Now select Sugar CRM from the available CRM connections.
Enter the URL to your CRM system, your Sugar user name and password and the ‘client key’ and ‘client secret’.
You can now test the integration by clicking on ‘Test integration‘.
4. Recipient synchronisation
The following recipient groups can be synchronised using the Sugar integration:
The following recipient fields can currently be synchronised: