This documentation is written based on a server environment that have the following components successfully installed:

• Supported eZ publish installation
• Supported SugarCRM installation
• phpMyAdmin (to the SugarCRM database)

All printscreens and instructions in this documentation are based on eZ publish 3.8.1 and SugarCRM 4.5.0e Open Source Edition.
After following all the steps in this documentation you will receive leads directly from your webpage to a dashlet in your SugarCRM installation.

eZ publish related instructions (part 1):

• Upload the buildcms_sugarcrm_bridge.tar.gz file to your eZ publish extension directory $ez_root/extensions
• Extract the file in this location. This will create the folder buildcms_sugarcrm_bridge.
• Login to your eZ publish administration interface as administrator and go to Setup / Extensions
• You will see a list of extensions where buildcms_sugarcrm_bridge is one of them:

• Tag the box buildcms_sugarcrm_bridge and click Apply changes
• Access Users Accounts / Roles and policies / Anonymous / Edit
• Click on New Policy and choose Leads from the dropdown menu:

• Click "Grant access to all functions"
• You can now access the module at http://$your_site/leads/register

SugarCRM related instructions:

• Login as an administrator user and go to Admin / User management / Create User
• Create a new user. You should untag all the boxes in User settings, and specify "," as Export Delimiter and choose "UTF-8" as Import/Export Character Set.

• Logout and login with your personal SugarCRM username to create a Dashlet with the information about new leads
• Click Add Dashlets on your first page, then choose My Leads from the list of available dashlets.
• After adding this new dashlet, click on the small pencil on the corner of your new dashlet to configure your settings. The settings should be like this:

phpMyAdmin

• Open your SugarCRM database with phpMyAdmin
• Choose a table named “users” from the on the table list

• In this table you will find the ID of the new user you just created. This ID will be required to complete the configuration of your BuildCMS SugarCRM Bridge extension. Please copy this ID.

eZ publish related instructions (part 2):

• Open the file extensions/buildcms_sugarcrm_bridge/settings/buildcms_sugarcrm_bridge.ini in a text editor and customize the configuration according to your setup

[SugarDatabase]
Server=dbserver.domain.com
User=dbuser
Password=supersafe
Database=SugarCRM
[SugarLeadInfo]
RegisterUserID=2d54732f-29c1-ade7-64fb-453b8433ef2f

• The information located in the SugarDatabase group is information this extension need to connect to your SugarCRM database.
• The RegisterUserID is the new user ID you copied from phpMyAdmin

BuildCMS SugarCRM Bridge is now configured and ready to use. The bridge can be accessed on http://$your_site/leads/register in a browser

PS: If your new leads aren't correctly registered in the SugarCRM, please check out $ez_root/var/error.log for database errors or other problems.

If you experience any problems with this extension, please report to post@buildcms.com.