Installation User Guide

Let's get started!

After starting your trial, follow these steps to get the integration up and running.

NOTE: If you are hosting your own Sugar instance, please make sure you are running PHP 5.3 or higher. Also, please make sure that PHP Notices and PHP Warnings are turned off in your php.ini (error_reporting = E_ALL & ~E_NOTICE)

Upgrading?

Just install over the existing install. No need to uninstall prior to upgrading.

Installing the Integration

1. Go to your SugarCRM and login as an admin user.
2. Go to "Admin" > "Module Loader"
3. Upload the zip package
4. Click install, agree to the terms and continue. It will take a couple minutes to install.
5. You should now be redirected to the Welcome Screen.

NOTE: If you are not redirected, you can get here by going to Admin > Intercom Configuration (Towards the bottom of the page)

Step 1: Welcome

When you’re ready to get started, click the blue "Let's Get Started" button.

Step 2: License Key Validation

On Step 2, you will validate your Fanatical Intercom license key that is provided by SugarOutfitters. You will see step by step instructions on screen for how to validate your license.

Once the License Key is successfully validated, you can continue to Step 3!

Step 3: Connect to Intercom

On Step 3, you will connect your Sugar to your Intercom account. Click on the "Connect with Intercom" button.

A popup will prompt you to log into your Intercom and then display the following:

Click the "Connect" button. You will be redirected back to Sugar on a successful connection. It will automatically take you to Step 4.

Step 4: Add the Intercom Sugar Dashlet

Now that you have connected Intercom and Sugar, the last step in the process is to add the Intercom Sugar dashlet. The dashlet is available for the Contact, Account, Lead, or Target record views.

1. Navigate to the record of a Contact, Account, Lead, or Target.
2. In the top right corner, click the edit button to edit the current dashboard.
3. Scroll to the bottom of the dashboard and click Add a Row > Add a Dashlet. A list of available dashlets appears.
4. Find the "Fanatical Intercom" dashlet and click Select and edit.
5. Click Save to save your filters.
6. Click Save one more time to save the dashlet to the dashboard.

You can repeat this for the other modules' dashboards.