This article describes Intermedia Unite integration with SugarCRM. The installation process consists of several consecutive steps. Read our Knowledge Base article on Intermedia Unite Integrations Management in HostPilot for more information.

1. Backup Data And Site Files

First of all make sure that you have data and site files backed up. Refer to the SugarCRM knowledge base article Providing a Backup Without Sensitive Data for instructions.

2. Clear Cache

Click on your profile in the upper right corner of SugarCRM window and select Admin.

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Navigate to Administration > System > Repair.

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Run the following commands one by one:

  • Quick Repair and Rebuild
  • Rebuild JS Grouping Files
  • Clear Additional Cache

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3. Add Additional Fields

Intermedia Unite plugin requires additional fields in several SugarCRM modules. To add the fields into Calls module navigate to AdministrationDeveloper Tools > Studio > Calls > Fields and press Add Field.

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Add two fields with only Data Type and Field Name filled:

Value one:

  1. Data Type: TextField
  2. Field Name: phone

Value two:

  1. Data Type: TextField
  2. Field Name: uniteextendduration

Click Save to finish.

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You will see new fields added to the list.

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To add new fields into Employees field Navigate to Administration > Developer Tools > Studio > Employees > Fields.

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Press Add Field and add the field with the following parameters:

  • Data Type: TextField
  • Field Name: phoneextendidtoken
  • Display Label: LBL_PHONEEXTENDIDTOKEN

Click Save to finish.

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New field will be addedd to the list.

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4. Load Module

Download Intermedia Unite module using the following link

  1. Navigate to Administration > Developer Tools > Module Loader.

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  2. Press Choose File and select the archive file with Intermedia Unite module and click Upload.
  3. After the module is added, press Install.

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  4. Accept Privacy Policy and click Commit to continue installation.

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5. Deploy Submodule

Navigate to Administration > Developer Tools > Module Builder, click on Phone_Integration and then press Deploy.

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6. Clear Cache

Navigate to Administration > System > Repair and run the following commands one by one:

  • Quick Repair and Rebuild
  • Rebuild JS Grouping Files
  • Clear Additional Cache

7. Set Up Role Permissions

  1. Navigate to Administration > Users > Role management.

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  2. Press on the Role you would like to edit.
  3. Set up access permissions for the role. By default plugin is available for all roles.
  4. Set access to Disabled to restrict Intermedia Unite access for the users of a chosen role and press Save.

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