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#1262 - SugarCRM Installation

Closed Installation created by Aimee 4 years ago

Trying to install SugarChimp and get fully functional.

I've installed the package and that seemed to work. Added the MailChimp api.

Per the installation screen, I never see the option for Schedule, Configure MaiChimp and Configure SUGARCRM. Tried to add a schedule and that did not work.

Next tried to piece together installation from knowledgebase but no luck.

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    4 years ago

    Hi Aimee, thanks for giving it try!

    After adding the MailChimp API key it should've shown the screens for the other pages. If you go to Admin, scroll to the SugarChimp section and go to SugarChimp Configuration. You should see the MailChimp API screen there, when you click "Connect to MailChimp" it should verify your key is valid and take you to the second tab.

    What do you see when you click Connect to MailChimp?

    Since you're using Sugar On-demand, there will be nothing for you to do but to click the "Next" button. Which will take you to steps 3 and 4.

    You can send any screenshots to support@sugarchimp.com Thanks!

  2. aevans member avatar

    Aimee

    4 years ago

    After api screen it goes to the Dashlet instruction screen with button "Finish". After clicking that it takes you to the health page.

    MailChimp Connection: Yes
    SugarChimp License:     Yes
    SugarChimp Version:     7.1.8d

    Last Ran: '2015-04-06 20:04:51'
    Interval: Every 5 Minutes
    Scheduler Status: Active view scheduler
    Your Webhook URL: https://etratech.sugarondemand.com/index.php?module=SugarChimp&entryPoint=SugarChimpWebhook
    This is how MailChimp sends back updates to SugarCRM. Make sure that the URL is publicly accessible so that your subscriber updates are sent to SugarCRM. If it already is then there is nothing else that you need to do. The URL is based on the site_url in your config.php.

    Pending to MailChimp    
    Lists: 0
    Targets/Leads/Contacts:     0
    Pending from MailChimp
    Lists: 0
    Subscribers:    0
    Initial Import:     Done

    Is this the issue?

    You are currently using the Starter Edition of SugarChimp. The Information below is a sample of what's provided in the Professional Edition of SugarChimp. The Professional version of SugarChimp contains the added ability to do the following:

    Sync MailChimp Campaign Activity directly to Sugar
    Allows Reporting on MailChimp Activity
    Sample Report included
    

    **Client set this up. Do they need to set up the Professional version to get synchronization?

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      4 years ago

      Ahh, yes that is the problem. I should've confirmed what edition you were using first.

      So yes, they'll need at least the Basic edition to have the contact/subscriber syncing. If they want to sync MailChimp subscriber activity data, they'll need the professional edition. Once you decide which edition they need, simply install the provided package (no need to uninstall starter edition) and you'll see the new options.

      You can select the a new edition here: https://www.sugaroutfitters.com/addons/sugarchimp/pricing

      Let me know what they decide. Thanks!

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    I'm closing this case for now. Let me know if you or the client have any other questions. Thanks!

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