Read through the following topic to complete the SugarCRM-Acoustic Campaign post-installation configuration.

Generate the SugarCRM Refresh Token

Follow these steps to get the refresh token.

1. Log in to Acoustic Campaign.
2. Go to Settings > Organization Settings > Application Account Access.
3. Click on Add Account Access.
4. Select the SugarCRM Integration application.
5. Select the User Account that communicates with Acoustic Campaign from Scribe Online and SugarCRM.
6. Adding a description is optional but usually preferred if multiple Acoustic Campaign admins use the system and need to know why the user has the specified access.
7. A notification email is sent to the selected user. This email contains a refresh token.

Note: If you can't locate the original email with the refresh token, select the user, click on Revoke Account Access, and generate a new token by clicking Add Account Access.

Configure Acoustic Campaign General Settings

Follow these steps to configure Acoustic Campaign General Settings.

1. After installing the module, log in to Sugar CRM.
2. Go to Admin > Acoustic Campaign General Settings.
   
   To communicate with Acoustic Campaign from Sugar CRM, update the following fields.
3. Enter the Endpoint corresponding to your Acoustic Campaign organization (see the table below for more information). 
4. Enter the Host corresponding to your Acoustic Campaign organization (see the table below for more information).

   Acoustic Campaign POD	Endpoint URLs	Host URLs
   1	campaign-us-1.goacoustic.com	api-campaign-us-1.goacoustic.com
   2	campaign-us-2.goacoustic.com	api-campaign-us-2.goacoustic.com
   3	campaign-us-3.goacoustic.com	api-campaign-us-3.goacoustic.com
   4	campaign-us-4.goacoustic.com	api-campaign-us-4.goacoustic.com
   5	campaign-us-5.goacoustic.com	api-campaign-us-5.goacoustic.com
   6	campaign-eu-1.goacoustic.com	api-campaign-eu-1.goacoustic.com
   7	campaign-ap-2.goacoustic.com	api-campaign-ap-2.goacoustic.com
   8	campaign-ca-1.goacoustic.com	api-campaign-ca-1.goacoustic.com
   9	campaign-us-6.goacoustic.com	api-campaign-us-6.goacoustic.com
   B	campaign-ap-3.goacoustic.com	api-campaign-ap-3.goacoustic.com

5. Enter the List ID corresponding to the Database selected in CRM and Scoring Settings for your Acoustic Campaign organization. See the Database Summary and use the Database ID as the List ID.
6. Enter the Refresh Token generated for the Sugar CRM application. See Generate the SugarCRM Refresh Token
7. Enter the SugarCRM Login (username) and Password to be used for the integration.
   
8. Click Save.
   

   Clicking Save will validate the ability to connect to Acoustic Campaign, and the box will disappear. If an error occurs, recheck the values entered. Enter an Acoustic Campaign CRMi support case if needed.

Update Content Security Policy Settings

Beginning in SugarCRM version 11, iframe pages from sites external to SugarCRM will not load without the site being allowed in SugarCRM. This article gives more details.

For Acoustic Campaign Integrations, this affects our Contact Insight iframe included in the module. To add and allow the Acoustic Campaign iframe access, complete the following steps:

• Login into SugarCRM.
• Go to Admin > System > Content Security Policy Settings.
• Enter the URL for your Acoustic Campaign Pod as the Trusted Domain.

Set default Sync Options

When creating a new Lead or Contact, you may want to specify whether it needs to be synchronized with Acoustic Campaign by default or not. To achieve this, you need to specify the default value for the Sync To Acoustic Campaign field on both the Lead and Contact entities.

Complete the following steps to specify the Sync to Acoustic Campaign default value for both Leads and Contacts.

1. Go to Admin > Developer Tool > Studio > Leads or Contacts > Fields.
2. Double-click Sync To Acoustic Campaign field.
3. Specify the default value for Sync To Acoustic Campaign.
   1. To ensure all new records are automatically set to sync with Acoustic Campaign, check "Default value".
   2. To ensure all new records are not automatically set to sync with Acoustic Campaign, leave "Default value" unchecked.

Pro tip: We recommend retaining the default value as false while you begin testing a few records, which helps you to have control over the data that is synchronized to Acoustic Campaign during testing. You can always change the default value after you finish your testing with a few Leads and Contacts.

Configure Scribe API Platform

A custom platform must be registered to ensure Tibco Scribe can connect to SugarCRM via API.

The following articles describe:

• The requirement by SugarCRM - Tutorial: How to register custom platforms in Sugar instances via Platform extension - Dev Tutorials - DevClub - SugarClub

and

• How to add "SCRIBE" as a custom API platform - Developer Tools - SugarCRM Support Site