by viznet

Do you need to send SMS messages from SugarCRM? SendSMS is the right tool for you. It allows sending SMS with ease to any Contact or Lead or even to many recipients at one time from the List View. SendSMS supports Callfire, Clikatell and Plivo SMS Gateways as well as any custom configuration. Communicate better and faster and improve your marketing efforts with SendSMS.

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Installation Guide

Installing the Add-on

1. Step 1 - Installation

Download SendSMS addon zip file and collect your License Key. Navigate to SugarCRM Module Loader located in SugarCRM Admin Panel.

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Upload SendSMS addon zip file and hit Install button to install addon in the system. It will take a couple minutes to install.

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Follow the installation steps and make sure installation has completed without any errors.

NOTE: If you are installing SendSMS on SugarCRM v6 or SuiteCRM, system will check whether the following four files exist in your instance: - custom/modules/Contacts/view.list.php - custom/modules/Contacts/view.details.php - custom/modules/Leads/view.list.php - custom/modules/Leads/view.details.php In case one of these files exist, SendSMS will alert you that installation cannot be continued and has to be executed manually, so that any existing customizations of Contacts or Leads modules would not be broken up.

2. Step 2 - Activation

On Step 2 you will validate your SendSMS license through SugarOutfitters. From SugarCRM Admin Panel hit SendSMS Activation link.

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Enter your SendSMS Licence Key and hit Activate.

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If you attempt to Validate an inappropriate key, SendSMS will inform you that the Validation was unsuccessful. Once the License Key is successfully validated, you can continue to Step 3.

3. Step 3 - Configuration

On Step 3 you will configure SMS Gateway settings. From SugarCRM Admin Panel hit SendSMS Configuration link, to display SendSMS configuration page.

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SendSMS supports three well known SMS Gateway providers, for which predefined configuration forms are available – Callfire, Clickatell and Plivo. If you are going to use other SMS Gateway provider, please select Custom option, which enables configuring SMS service using simple HTTP integration. Sending SMS messages over the SMS gateways is a paid service and require setting up an account with the service provider and purchasing a relevant plan. Please refer to the selected SMS service provider web page for further details and pricing.

Select your SMS Gateway provider from the dropdown box. This will display relevant form. Fill out the form with values corresponding to your SMS Gateway account and hit Save button to store active SMS gateway configuration.

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NOTE: Please refer to your SMS Gateway account to find values for the required fields on the form, like auth_id, token, username, password etc.

Once configuration step is completed, users can start sending SMS messages.

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