by Rolustech

Increase your Sales instantly by using Sales Data Visualizer. RT SalesMap gives you a clean, transparent, and uncomplicated visual representation of your Accounts, Leads, and Contacts using Google’s powerful web browser mapping software right on your Sugar instance.

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Installation Guide Sugar 6 - Version 3

General Information

A Sugar plugin, RT SalesMap can track and locate your Sugar records on Google map. This visualization and mapping insights of your Sugar records can improve your performance and productivity all at once. The installation steps for RT SalesMap are very similar between the On-Demand and On-Site Sugar.

Sugar Versions/Editions

1) RT SalesMap is compatible with the following Sugar Editions:

  • Community
  • Professional
  • Corporate
  • Enterprise
  • Ultimate

2) Following are the Supported Versions:

  • 6.5.7 to up to latest Version

Pre-requisites

Following points must be followed before starting RT SalesMap installation.

  1. You should login as an Administrator in Sugar.
  2. Check that your Sugar instance is compatible for RT SalesMap.
  3. You must have a valid License Key.
  4. If you are installing RT SalesMap patch then do not uninstall the existing RT SalesMap package from your Sugar Instance.
  5. If you are installing Full version of RT SalesMap then make sure there should not be any older version already installed on Sugar. If there is any then see the Uninstall section of this document.
  6. Check your Sugar instance is compatible for RT SalesMap.
  7. Your Leads, Contacts & Accounts records must contain Valid Addresses otherwise pins won't appear on Google Map.
  8. Cron Job must be setup on your Sugar instance to run the RT SalesMap Scheduler Jobs.
  9. Your browsers must be compatible with Sugar’s compatible browsers list.

Installation

  1. Download the installation package to your PC.
  2. Log into Sugar with Administrator rights.
  3. Under the Admin menu locate and select the "Module Loader" which is listed under the Developer Tools panel.

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  4. Click on the "Choose File" button, select the .zip file you downloaded in Step 1 and upload it.

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  5. Click on the "Install" button next to the newly uploaded RT SalesMap module and complete the installation wizard.

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  6. Once the package has been installed, Run Admin-> Repair-> Quick Repair & Rebuild. Scroll to the bottom and complete any requested tasks (if necessary).

RT SalesMap Plugin License Verification

  1. Go under "User Settings" option into RT SalesMap Module.

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  2. Enter License key & click on "Validate" button. After successful Validation click on "Save Settings" button.


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    NOTE: There is an API limit of 1,000 records per day being translated to geocode locations. If you absolutely need more then please contact us.

Confirmation

To confirm that your installation and configuration is done then verify the following points:
1. The RT SalesMap module is being shown in the top menu bar in SugarCRM instance.

Uninstall

1) On the Administration page, click on “Module Loader” to Uninstall the package.

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2) Click on Uninstall button.

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3) Package will be deleted successfully.

Technical Support

If you face any issue during RT SalesMap installation process then please use the SugarOutfitters "Support" tab to Create a Case. (Please include your Sugar version you are using to assist our Developers in troubleshooting).

Download Installation Guide

Please click on following URL to download RT SalesMap Sugar 6 Installation Guide

Sugar 6 Installation Guide

  1. pranavjairam member avatar

    pranavjairam

    2 years ago

    HI,
    Can this plugin take the address from the accounts field and automatically geo map it onto google maps??

    • rolustech member avatar

      Rolustech Provider Affiliate

      2 years ago

      Hi Pranav,

      Yes, that's correct.

      Regards,
      Rolustech Support

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