Trytond-SugarCRM integration

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Openlabs released a developer preview of Tryton-SugarCRM integration module unifying the world’s most stable Open Source ERP with a CRM that is trusted by millions of users worldwide. Hosting many novel features, this maiden integration is designed to deliver an efficient way of importing the converted opportunities from SugarCRM to Tryton, drastically reducing manual work.

Transcript of Trytond-SugarCRM integration

  • Tryton SugarCRM IntegrationDocumentation

    Release 2.6.1.0

    Openlabs Technologies and Consulting (P) Ltd.

    July 08, 2013

  • CONTENTS

    1 Installing trytond-sugarcrm module 11.1 Installation from source code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.2 Installation from PYPI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    2 Configuring SugarCRM settings 52.1 Configure SugarCRM account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.2 Cron for importing Opportunities from SugarCRM . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    3 Import Opportunities from SugarCRM 73.1 Opportunities are imported as Parties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73.2 Understanding the import mappings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    4 Using Attachments 114.1 Accessing Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    5 About Openlabs Technologies & Consulting (P) Limited 155.1 About Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155.2 Contact Us . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    i

  • CHAPTER

    ONE

    INSTALLING TRYTOND-SUGARCRM MODULE

    The steps below describes the process of installing the module on a tryton instance.

    1.1 Installation from source code

    Installing dependency

    1. The module depends on a python module which can be downloaded from here.

    2. The module can be downloaded as a zip or can be cloned by running

    git clone https://github.com/sugarcrm/python_webservices_library.git

    3. If the module is downloaded as a zip, extract the module which will give a directory.

    4. From the module directory, use the setup.py script with the command:

    python setup.py install

    Installing tryton dependency module

    1. This module depends on another non standard tryton module party_communication.

    2. The module can be downloaded as a zip or can be cloned by running

    hg clone https://bitbucket.org/zikzakmedia/trytond-party_communication

    3. If the module is downloaded as a zip, extract the module which will give a directory.

    4. From the module directory, use the setup.py script with the command:

    python setup.py install

    Installing tryton module

    1. The module source is available online and can be downloaded from here.

    2. The module can be downloaded as a zip or can be cloned by running

    git clone https://github.com/openlabs/trytond-sugarcrm.git

    3. If the module is downloaded as a zip, extract the module which will give a directory.

    4. From the module directory, use the setup.py script with the command:

    python setup.py install

    5. The command above makes the module available for use by tryton server instance in a database.

    1

  • Tryton SugarCRM Integration Documentation, Release 2.6.1.0

    6. The module can be installed in a tryton database by following to menu:

    Administration > Modules > Modules

    7. This should show the modules list screen as below:

    8. Install the module as shown below:

    Step 1

    2 Chapter 1. Installing trytond-sugarcrm module

  • Step 2

    Step 3

    1.2 Installation from PYPI

    TODO

    Configure SugarCRM account

    1.2. Installation from PYPI 3

  • CHAPTER

    TWO

    CONFIGURING SUGARCRM SETTINGS

    The module should be configured with the REST API URL of the SugarCRM instance. The username and passwordof a user with sufficient access privileges is also required. This user can simply be the admin user.

    2.1 Configure SugarCRM account

    Menu: Party > Configuration > SugarCRM Configuration

    Tip: Last import time indicates the last date time at which the opportunities were imported from SugarCRM toTryton.

    2.2 Cron for importing Opportunities from SugarCRM

    Menu: Administration > Scheduler > Scheduled Actions

    Open the selected cron with name Import SugarCRM Opportunities.

    4

  • Tryton SugarCRM Integration Documentation, Release 2.6.1.0

    The details are described below:

    Interval Number and Interval Unit: These fields together make up the interval duration of this cron. Bydefault, it is set to 1 Day. This means that the import takes place once in a day. You could increase or decreasethe frequency by changing Interval Number, Interval Unit.

    Next Call: Indicates the date and time in which the import from Sugar will happen the next time. You couldchange this time if you want to prepone or delay the import.

    Tip: You need not change the time here to make a quick manual import. You could go back into configuration andclick on the Import button instead.

    Tip: If the time of import just does not seem right to you, check your timezone in the preferences. Tryton displaystimes in the timezone set in the preferences of the user.

    5 Chapter2. ConguringSugarCRMsettings

  • CHAPTER

    THREE

    IMPORT OPPORTUNITIES FROM SUGARCRM

    This section explains how the import of opportunities from SugarCRM will represent itself on Tryton.

    Note: All the data represented below is demo data and is only for demonstration purposes.

    3.1 Opportunities are imported as Parties

    Only opportunities in the Closed Won state are imported in Tryton. This is periodically done by the Tryton CRONsystem. The default interval between two imports is a day, but can be modified to your requirements. Cron forimporting Opportunities from SugarCRM.

    Opportunities in SugarCRM

    Opportunities imported as Parties in Tryton

    Menu: Party > Parties

    6

  • Tryton SugarCRM Integration Documentation, Release 2.6.1.0

    Opportunity View in SugarCRM

    Party in Tryton

    7 Chapter3. ImportOpportunitiesfromSugarCRM

  • 3.2 Understanding the import mappings

    Opportunities in Closed Won state are imported as Parties

    Accounts related to Opportunity are imported as addresses.

    Billing and Shipping addresses on each account are imported as addresses.

    Contacts related to the Opportunity are also imported as addresses.

    Any phone, fax, email or website linked to Account or Contact are imported as contact mechanisms.

    Any documents attached to Opportunity, Account or Contact are imported as attachments. It can be ac-cessed as shown in section Accessing Attachments

    3.2. Understandingtheimportmappings 8

  • CHAPTER

    FOUR

    USING ATTACHMENTS

    4.1 Accessing Attachments

    Below is a party record with a document attached.

    Click the icon highlighted above to see the list of all attachments:

    9

  • Tryton SugarCRM Integration Documentation, Release 2.6.1.0

    Click on the icon highlighted above to open the document directly:

    10 Chapter4. Using Attachments

  • 4.1. Accessing Attachments 11

  • CHAPTER

    FIVE

    ABOUT OPENLABS TECHNOLOGIES & CONSULTING (P) LIMITED

    5.1 About Us

    Openlabs designs and delivers technology enabled innovative business solutions that address the needs of small andmedium enterprises. We are a team of technology enthusiasts working with customers for developing intriguing tech-nology applications. Our goal is to create solutions that are exploratory, educational and inspirational. Our previousefforts include nereid, Poweremail, Magento OpenERP integration & Callisto modules for OpenERP, Tryton andPython based applications.

    5.2 Contact Us

    Contributions and suggestions to improve the module are always welcome, courtesy to the truly 100% Open Sourcenature of the software. Developers can ping us or fork our repository for any suggestions or contributions to themodule. Customers needing assistance for implementation of the module can drop a mail or call us. The mails arerequired to be directed at support@openlabs.co.in, while the dialling is to be restricted to this number, +1 813 7936736 in order to reach us.

    12

    Installing trytond-sugarcrm moduleInstallation from source codeInstallation from PYPI

    Configuring SugarCRM settingsConfigure SugarCRM accountCron for importing Opportunities from SugarCRM

    Import Opportunities from SugarCRMOpportunities are imported as PartiesUnderstanding the import mappings

    Using AttachmentsAccessing Attachments

    About Openlabs Technologies & Consulting (P) LimitedAbout UsContact Us