How to connect SugarCRM
Last updated: 08/06/17
Note: Please verify that you are using a supported flavor & and version of SugarCRM before connecting. To see what versions of SugarCRM are supported, click HERE.
This article will provide a surface level explanation of how to connect your SugarCRM with Tenfold.
Before connecting SugarCRM, make sure you address this following:
*If your Sugar instance is hosted locally behind a firewall (the IP address is 192.XXX.XXX.XXX or 10.XXX.XXX.XXX), please reach out to our support team HERE for assistance whitelisting required IP address.
Please follow these steps to connect to SugarCRM:
- Navigate to the CRM page in Tenfold Dashboard: https://dashboard.tenfold.com/setup#crm
- Enter your username, password, sugar root URL and Sugar version.
- Click Save button.
Or you can watch this video:
- Sign in to dashboards.tenfold.com, verify that SugarCRM has is selected in Company Settings > CRM
- Enter your SugarCRM url and admin Login.