Installing IBM Connections support in SugarCRM

Image via CrunchBase

This definitely comes under the category of how to turn SugarCRM into SocialCRM.  Installing the excellent IBM Connections module into SugarCRM is quite straightforward.

1. Get the module from here.  This will download a ZIP file.  If you are using Safari, make sure it doesn’t unzip the ZIP file as Sugar wants the module in ZIP form.
2. Login to SugarCRM and go to the Admin section.
3. Scroll down to the Developer section and choose Module Loader:
4. In the Module section, browse to the ZIP file and click OK.
5. It will appear in the list of modules on the lower half of the screen.
6. Click on Install.  After a short pause it will appear in the list of installed modules.
7. Now go to Administration, Connections and click on Set Connector Properties.
8. Click on the IBM Connections tab and enter the URL to your Connections server.
9. Click Save.
10. Now select click on your name in the top right corner and choose Profile.  Click on External Accounts.
11. Click on Create.
12. In the form that opens, choose Connections from the Application tab.
13. Put your Connections user name into the App User Name field and your password in to the App Password field.
14. Click on Connect.  If all goes well you will find yourself plugged into Connections.
15. To see how cool IBM Connections and SugarCRM work together, check out this video on YouTube: