Read through the following topic to understand how to create a CRM user and configure CRM settings in Acoustic Campaign for use with a SugarCRM integration. The CRM user has the administration rights for the SugarCRM organization in the Acoustic Campaign.

Before you begin

Understand how to create an Org Admin user.

Note: When a user account is set up a temporary password is created, which expires in seven days. Make sure to update this password in Settings > User Profile. Also, when you are creating the account enable 'Do not enforce password expiration policies for this user' to override password expiration settings.

Follow these steps to configure an integration user account and org administrator settings for SugarCRM.

Complete the following steps to give the user access to the API for Acoustic Campaign.

1. In your User Accounts select the SugarCRM user.
2. In User Permissions, complete the following steps.
3. Select the Enable use of Assume Identity API option.
4. Click Save.

Complete the following steps to verify whether the user has access to shared resources in the organization.

1. In Settings > User Accounts > Mailing and Landing Page Settings, complete the following steps.
2. In the Default Folder Visibility, select the Shared option.
3. Click Save.

Complete the following steps to add an account Access to SugarCRM integration.

1. Go to Settings > Organization Settings > Application Account Access.
2. In the Application tab, select SugarCRM Integration.
3. In the User Account section, select the Org Admin user that you set up in the Create an Org Admin User section.
4. Click Add. Shortly, you will receive an email that includes the refresh token that you will need when you configure SugarCRM.

Complete the following steps to add the CRM Database that is used in the integration.

1. Go to Settings > Organization Settings > CRM and Scoring Settings.
2. Click Edit to attach and configure the CRM database.
3. In CRM System drop-down menu, select SugarCRM.
4. In CRM Database, select the CRM database.
5. Check or Uncheck the box next to Sync Settings.
6. Click Save when done.

Results

The following system fields are added to your database:

• CRM Contact Type (Required)
• CRM Enable Sync (Required)
• CRM Account ID
• CRM Sync ID