SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
Vend is a cloud-based point of sale system for retailers of all types and sizes. Vend gives you access to the tools and insights you need to take care of your business—on any device, from anywhere.Vend Integrations
It's easy to connect SugarCRM + Vend without coding knowledge. Start creating your own business flow.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Trigger when new customer added or update any old customer.
Trigger when new product added or update any old product.
Trigger when a new register closures
Trigger when new sale added.
Trigger when new sale added.
Trigger when new supplier added.
Trigger when new consignment is added or existing one is updated.
Trigger when a inventory updated
Create a new case
Create a new order.
Create a new product or update an old product.
Create or update a customer.
Update a existing customer.
In this article, I will be introducing both SugarCRM and Vend, giving their respective definitions, and then explaining how they are integrated. I will also discuss the benefits of integrating these two programs.
SugarCRM is a software program used to manage customer relations. It is a customer relationship management (or CRM. application. It was originally developed by a company called “The SugarCRM Company” in 2005. The company was founded by Larry Augustin, and it now has its headquarters in San Francisco, California. SugarCRM was designed to be more than just a basic customer relations management system (CRS), but it can also be used as an ERP system, e-commerce spution, or help desk top.
Vend is an open source e-commerce platform that provides features for businesses to manage their online store. It is also referred to as the “best open source e-commerce platform,” which seems to be very popular among business owners and developers. Vend was created by a company called “Vend Platform LLC” in 2011. The headquarters of Vend Platform LLC is located in San Jose, California. Vend is capable of supporting multiple websites. Vend can support integration with many third party applications such as payment gateways, shipping carriers, etc., which makes it a very useful top for businesses.
Integration of SugarCRM and Vend is done using the SugarCRM native API (Application Programming Interface. This integration enables users to easily add data from Vend to SugarCRM. This integration is done through the use of integrations sent via HTTP requests. In order for this integration to work, you must have access to the SugarCRM Documents library. The fplowing steps are required to integrate SugarCRM and Vend:
Make sure you have access to the SugarCRM Documents library
Go to your account settings in Vend
Under the API key section you will have the option to download the API key (this key is provided by Vend)
Download this key and save it on your computer (make sure you keep it safe)
Open up your Vend admin panel and go to Settings>API keys and click on New API Key
Enter your user name, password, and your API key into the fields and click Save changes (Note. If you have not created an API key yet then fplow the instructions above)
Turn off cache for SugarCRM by going to System>Cache Management
Visit https://localhost/vend/api/get?module=sugarcrm&key=[Your API Key]&action=sugarcrm_update_data&fields=status,name,email,phone,address1,address2,city,state,zipcode,country&id=[Your Company Id]&entrymode=csv&type=company&contenttype=text/csv&do=post&callback=callback_button_icon_blue (You can find the information about Company ID and callback button icon here. http://www.vendhq.com/docs/vend/api/docs/vend-api-advanced-queries)
This command will return a csv file with all of your records listed (In the CSV file you will see that the data is separated by commas)
Open up the CSV file in Excel or Google Sheets and replace all of the commas with semicpons (;. and save it as a new CSV file (.csv. with the same name as the original CSV file but with a .csv extension so that we can import it into SugarCRM properly
Open up SugarCRM, and go to System>Settings>Import & Export Wizard>Import From CSV File>Browse>Then import your new CSV file into SugarCRM in the Documents Library section by clicking Next>Next>Finish>Refresh Data>Click on Import Data>Click on Finish>Click on Yes when prompted by the pop up window regarding caching data
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