OpenCart SugarCRM CE Integration Guide
Version 1.0
OpenCart SugarCRM CE (Community Edition Only)
Integration Guide Version 1.0 By Lim Tee Chert 17 May 2012 (last updated on: 1 June 2012)
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Purpose : This is A Release for OpenCart SugarCRM CE (Community Edition Only) Integration Guide. Before you proceed, please setup SugarCRM CE in document at SugarCRM CE- Plugin InstallationV1.pdf The purpose of this OpenCart SugarCRM CE is to provide data synchronization between Customers, Contacts, Categories, Currencies, Products, Newsletter and Sales Invoice. This is a 1-way synchronization from OpenCart into SugarCRM CE. Compatible: No
Software
Version
1.
Opencart
1.5.1.1 / 1.5.1.2 / 1.5.1.3 / 1.5.2 / 1.5.2.1 / 1.5.3 / 1.5.3.1
2.
SugarCRM CE
6.4.3 / 6.4.4 / 6.5.0
DISCLAIMER:
USE AT YOUR OWN RISK. WE DO NOT ISSUED ANY WARRANTY FOR THIS PLUGIN. THE LICENSE IS GRANTED FOR SINGLE DOMAIN ONLY. IF YOU NEED TO DEPLOYED IN SECOND DOMAIN, YOU NEED TO BUY ANOTHER LICENSE FROM US.
Please follow the step below for your installation. We assume that you already have existing OpenCart or SugarCRM CE, you need to follow the step below. Installation Notes: 1. Please make a BACKUP for your existing project and database before executing this step. 2. Extract OpenCart SugarCRM Integration Suites. 3. We assume that you have install the latest version of OpenCart without any modification. If you have make any modification on OpenCart, please DO NOT overwrite any files in your local copy. You need to contact us for your installation process. There are only 2 core files have been change in OpenCart. – –
admin/model/sale/customer.php catalog/model/account/address.php
4. For Unmodified OpenCart, you are safe to overwritten the files. There are no impact on overwritten files but just some additional support for Data Sync Suites. Powered By @anterp.com 2012
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Installing OpenCart SugarCRM Module 1) Extract opencart_sugar_module_v152_1521.zip 2) Use FTP program (Filezilla) to transferred the files into your Opencart root folder.
Drag n drop all files into opencart folder
3) Now, let us proceed to database setup. Please use phpMyAdmin to patch the opencart script. 4) Login to cPanel now.
Scroll down until you see the database section as below
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Click on phpMyAdmin now.
Select your opencart database.
Click on “SQL” now
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Note: There are 2 file containing the opencart script. You need to execute ONE SCRIPT only. 1) If you do not have table prefix. Execute this script located at patches/sync_opencart_sugar.sql 2) If you have table prefix, please change it according to your table prefix. Our example table prefix start with oc_ patches/oc_prefix_sync_opencart_sugar.sql Copy all the script and paste into SQL box now.
Click on “Go” button to execute the script.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
How to Configure SugarCRM In OpenCart 1) Login to OpenCart using admin 2) Click the Extensions -> Modules
3) Click “Install” to setup “SugarCRM Data Sync Suites” 4) Click “Edit” to configure SugarCRM Data Sync Suites Fill in all requires fields marked as *. Make sure you activate this modules. Title
Value
Description
Enabled Sync Status
1 = Enabled Sync Process 0 = Disabled Sync Process (Turn Off)
Always set to 1 to enabled the sync process
Is Debugging Mode
1 = Yes 0 = No
set to 1 for Debugging Mode set to 0 for Production Mode
Auto Assigned User
1 = Yes 0 = No
Always set to 1 to assign the sync transaction under the User ID
SugarCRM URL
https://www.example.com/crm/service/v2/rest.php SugarCRM URL. For security, please use https:// All URL must be ended with service/v2/rest.php
User ID
admin
User ID must be exist in SugarCRM
Password
your password
Password for authentication
Password Authentication
1 – Standard Authentication 0 – LDAP Authentication
set to 1 for standard authentication set to 0 for LDAP authentication
Sync Sales Order/Invoice when status is
1 = Pending 2 = Processing 3 = Delivered 4 = PayPal [Transaction]
Ticked the Status to be Sync into SugarCRM for Invoice transaction.
Sync Delivered/Completed 1 = Pending status 2 = Processing 3 = Delivered 4 = PayPal [Transaction]
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Choose the Status to be Sync back to Opencart for Delivered/Completed transaction. Not Supported.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
NOTE: Goto System -> Localisation -> Orders Statuses Sync Process are highly depended on Orders Status. Please defined your Orders Status before configure Data Sync Suites Settings.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Click on “Save” button to save the settings.
Click on “Edit” button again to configure “SugarCRM Data Sync Suites” Click on SugarCRM Settings tab and then click on “Load Parameters Data”
Click on SugarCRM Data Sync Suites link to refresh the changes.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Title
Value
Description
Invoice Status
- Paid - Unpaid - Pending - Refund
Set your Invoice Status that sync into SugarCRM.
Invoice Template
- Invoices Template - Quotation Template
Set your Invoice Template as default template.
Discount Type
- Percentage - Amount
product discount type = Percentage.
Click on “Save” button to save the settings.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Setting up Cron Jobs 5) Setting for Batch Process. Change the user path to your own path 5.1) Please change it to executable file. Use your FTP program again and Right Click on the filename “batch-sugar.sh” -> File Permissions. The box below will appear. Make sure the “Number value set to 755. And Click “OK” button to save it.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
5.2) Please change the path according to your directory structure Add this line to crontab to Sync Data from OpenCart To SugarCRM for every 15 minutes Using cPanel
Scrolldown until you see the Cron jobs ------------------------------------------------------------------------------------------------/home/userid/public_html/opencart/batch-sugar.sh /dev/null 2>&1 -------------------------------------------------------------------------------------------------
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Using Linux SSH chmod +x batch-sugar.sh vi batch-sugar.sh ------------------------------------------------------------------------------------------------#!/bin/sh umask 002 cd /home/userid/public_html/opencart /usr/bin/php -q sync-opencart-sugar.php ------------------------------------------------------------------------------------------------su crontab -e ------------------------------------------------------------------------------------------------*/15 * * * * /home/userid/public_html/opencart/batch-sugar.sh /dev/null 2>&1 -------------------------------------------------------------------------------------------------
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OpenCart SugarCRM CE Integration Guide
Version 1.0
How to Sync Currency to SugarCRM as Currencies In Opencart, click on any currency from the list, you need to update each of the currencies and it will automatically sync to SugarCRM. In Opencart – Currency
In SugarCRM – Currencies
WARNING! Do not delete the currency for “US Dollar” which is duplicate in this case. This is needed for Data Sync Suites to support multi-currencies in SugarCRM.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
How to Sync Category to SugarCRM as Category In Opencart, click on any category from the list, you need to update each of the category and it will automatically sync to SugarCRM. In Opencart – Category
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OpenCart SugarCRM CE Integration Guide
Version 1.0
In SugarCRM – Category
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OpenCart SugarCRM CE Integration Guide
Version 1.0
How to Sync Products to SugarCRM as Products In Opencart, click on any product from the list, you need to update each of the product and it will automatically sync to SugarCRM. In Opencart – Products
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OpenCart SugarCRM CE Integration Guide
Version 1.0
In SugarCRM – Products
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OpenCart SugarCRM CE Integration Guide
Version 1.0
How to Sync Customer to SugarCRM as Accounts In Opencart, when the customer sign up or edit their profile, it will automatically sync to SugarCRM. In Opencart – Customer
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OpenCart SugarCRM CE Integration Guide
Version 1.0
In SugarCRM – Accounts
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OpenCart SugarCRM CE Integration Guide
Version 1.0
In SugarCRM – Contacts
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Subscribe/Unsubscribe Newsletter Customer Newsletter will be automatically sync when the customer outed out from the mailing list.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
How to Sync Sales Order to SugarCRM as Sales Invoice In Opencart, when the customer checkout, the Sales Order will be created. To Approved the Sales Order, please follow the step below: – Login as admin user. – Click on Shop Menu and Goto Sales -> Orders. – Click on the new created sales orders. – Under the Tab -> Order Detail, click on [Generate] to generate Invoice No.
–
Click on Tab -> Order History, set the "Order Status" => Complete. Enter some comments and it will ready to sync into SugarCRM System.
The Cronjob will executed every 15 minutes (Depending on your setting). The Sales Order will automatically sync to SugarCRM as Sales Invoices.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Note: The customer can checkout in any currently and it will automatically sync into SugarCRM. In Opencart – Sales Order
In SugarCRM – Sales Invoices
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OpenCart SugarCRM CE Integration Guide
Version 1.0
Sync OpenCart Sales Order to SugarCRM In Opencart, The Administrator have the ability to complete the Sales Order/Invoices. The Sales Order will be automatically sync to SugarCRM. In Opencart – Sales Order
NOTE: SugarCRM support Coupon Discount, Voucher Discount and Reward Point via custom fields.
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OpenCart SugarCRM CE Integration Guide
Version 1.0
In SugarCRM – Sales Invoice
Coupon Amount, Voucher Amount, Reward Amount via custom fields.
Support Support for installation and troubleshooting is available via support email at support@anterp.com
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