]po[ SugarCRM Integration

This package allows to import customers and contacts from SugarCRM  into ]project-open[. SugarCRM   is a popular open-source CRM system that allows to track leads, opportunities, customer calls etc.

Together, SugarCRM and ]project-open[ allow small and medium sized companies to track the entire sales cycle from lead generation, sales to quoting, project planning, project portfolio planning (PPM), resource management, project execution and support.

SugarCRM Integration Technical Documentation

Please see the SugarCRM integration documentation about the technical details of the integration between the two systems. Basically, we expect that you install both systems on the same Linux or Windows server, so that it is easy to copy the SugarCRM database contents to the ]project-open[ system.

Package Documentation

Procedure Files

Procedures

SQL Files

sql/postgresql/sugarcrm-import-00-data-model.sql        
sql/postgresql/sugarcrm-import-01-helpers.sql        
sql/postgresql/sugarcrm-import-02-categories.sql        
sql/postgresql/sugarcrm-import-10-employees.sql        
sql/postgresql/sugarcrm-import-11-accounts.sql        
sql/postgresql/sugarcrm-import-12-contacts.sql        

Content Pages

 

 

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