Overview and Installation

Overview

SugarCRM and Sage are incredibly popular solutions in their respective spaces, CRM and ERP. It only makes sense to integrate them for a truly synergetic user experience.

The Faye Sugar – Sage 100 Integration does exactly this. It allows the two platforms to “talk to each other” by synchronizing customers, contacts, inventory items, sales history, open invoices, invoice history, quotes, and sales orders. The synchronization between the packages can be set on a scheduler or run manually.

The enterprise version of the integration allows syncing of multiple companies and allows the customization of “maps” between the packages.

Table of Contents

1. Key Benefits
2. Disclaimer
3. Installation
  A. Installation of the Sugar – Sage Integration module within Sugar
  B. Create an OAuth Key
  C. Installation of the Sugar – Sage Integration module onto the desktop of a network admin

1. Key Benefits

• Eliminates double entry of customers in both CRM and accounting
• Updates Sugar with critical sales history information that can be used for marketing campaigns and salesperson inquiries
• Provides access to product lists in Sugar without having to manually key in items
• Eliminates double entry of sales orders in both Sugar and accounting

2. Disclaimer

If you are performing an upgrade all of your customizations to the configuration will be backed up.

These customizations will no longer function in the latest version of the Sugar-Sage Integrator as they could hinder the latest version from performing as expected.

If you upgrade to the latest version of Sage or the latest version of the integrator please contact Faye to discuss your upgrade options for any of your customizations.

Please note that this manual demonstrates the installation, configuration, and usage with the out-of-the-box integration in a normal environment.

3. Installation

Note: All examples and procedures shown were performed in Sugar v11.2.0.

This application synchronizes data between Sugar and Sage. The installation requires four steps:

A. Installation of the Sugar – Sage Integration module within Sugar
B. Create an OAuth Key
C. Installation of the Sugar – Sage Integration module onto the desktop of a network admin

You will need the following file from Faye to complete the installation:

• Sugar-Sage_Integration_Modules.zip
• Sugar-Sage Setup.msi

A. Installation of the Sugar – Sage Integration module within Sugar

1. Log in to your Sugar instance using an account with administrative privileges.

2. Go to the Administration page within Sugar (Click Admin in the upper right corner).

3. Click on Module Loader.

4. Click on Choose File and locate the Sugar-Sage_Integration_Modules.zip file. Press Open and then click the Upload button.

5. Click Install on the Sugar – Sage Integration Modules to proceed.

6. Click the Accept radio button to accept the license agreement, and click Commit to begin the installation. A progress bar will appear in a pop-up window.

Note: This process may take a few minutes to complete.

7. The module will load all the components of the Sugar-Sage Integration.

8. When the module is done installing the Sugar-Sage Modules you will be taken back to the Module Loader.

9. From the Module Loader page, click on the Admin icon in the upper right corner and select the Admin link.

10. Under the System, locate and click Repair.

11. Then select Quick Repair and Rebuild.

12. After the Repair and Rebuild is complete scroll to the bottom of the page and click on the Execute button IF present to update the database structure. If it IS NOT present, click on the Return to Administration page link.

13. IF you were required to click on the Execute button in the previous step you will need to click on the Admin icon and select the Admin link to return to the Administration page.

14. Once again under the System tools locate and select Repair and then locate and click on Repair Roles.

15. Repair Roles does not provide a progress bar of any kind, but it is safe to assume that when the modules most recently installed appear on the screen at the bottom of the list that the Repair Roles have completed.

16. After Repair Roles has finished click on the Admin icon and select the Admin link.

17. Once on the Admin page click on the dropdown next to the Administration item in the navigation bar and scroll to the bottom of the available modules until you see the new Sage module.

18. Before we are done, please click on the option for Studio.

19. In Studio navigate to the Accounts module and open the Subpanel.

20. To ensure everything renders correctly please open each subpanel option and click Save & Deploy.

This will redeploy the layouts thereby updating any language changes or column updates that the integration adds.

21. The Sugar – Sage Integration modules have been successfully installed into Sugar. Please continue to the next section to install the integration on a Windows machine.

B. Create an OAuth Key

1. Go to administration settings and click on OAuth Keys under the System.

2. Create a new key by clicking on the drop-down link and selecting Create OAuth Key.

3. Select OAuth 2.0 as the correct version, set any consumer key and consumer secret that you want (below is an example, but you should create your own secure key and password), and make sure to note down your Consumer Key and Consumer Secret – you will need them later. Now click Save.

C. Installation of the Sugar–Sage Integration module onto the desktop of a network admin

NOTE: Any clients with existing customizations to the Sugar – Sage Integration will need to send Faye a copy of their config.xml and baseconfig.xml files from the C:\FBSG\SugarSage prior to proceeding so that the customization can be incorporated into the upgrade.

NOTE: Please make sure to install the application to a workstation that has access to a mapped drive where Sage SAGE 100 or Sage MAS 200 is installed.

1. Launch the Sugar-Sage Setup.msi by double-clicking on it.

2. The Sugar-Sage installer will appear, click the Next button.

3. After reading the agreement, select the I Agree option and then click Next.

4. Select the folder location to which you want to install the application or accept the default folder location (recommended) and click Next.

5. By default, your previous configuration file will be backed-up and the latest configuration file will be put in its place.

NOTE: If you have any customizations in your configuration file please contact Faye to discuss upgrade options.

WARNING:

If you have customizations and you proceed with the upgrade those customizations will no longer be in effect. (They will be preserved in the backup of the previous configuration).

If you want to restore your previous settings from that backup file you may, but no field mappings will be restored, only user settings like schedules, sync settings, product licenses, etc.

To do this you can go to the settings window for the integration, select the Admin Actions, and then browse for your previous configuration file. For clients upgrading from version 3.2.2.0 or lower the previous configuration file will be located in the C:\ProgramData\FBSG directory OR C:\Users\\AppData\Local\VirtualStore\ProgramData\FBSG directory.

Then you will receive a popup asking you to confirm that you will overwrite your current configuration with a previous version. Then select OK if you want to proceed.

6. After selecting the folder location the application will begin the second portion of the installation which will install the appropriate Sage 100 program files into the Sage 100 folders.

7. Include adding the OAuth Key and Password.

8. Type the path or browse to your Sage 100 install and click Install.

9. This will install the appropriate files into your Sage 100 installation folders.

Note: No Sage 100 programs are being modified. This only installs new program files into the appropriate folders.

10. You may click Finish when the installation is completed.

11. The Sugar – Sage Integration modules have been successfully installed into Sage.

A Sugar-Sage 100 Integrator shortcut should appear on your Windows desktop. Double click on the icon to launch the application and continue to the next guide on how to configure the integration.