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zSugar

By: zetalliance

Maintained by BTactic.

zSugar is a zimlet for Zimbra Collaboration Suite.

This project aims for integration of received mails between Zimbra and SugarCRM.

zSugar allows to add a mail and their attachments into: - Accounts - Contacts - Opportunities - Projects - Cases - Leads

You can also create new Leads before exporting an email.

Compatibility

zSugar has been tested in ZCS 8.8.15 and SugarCRM v5.5.x and above (At least until 6.1.x). It may or may not work properly with other versions.

Older zsugar versions (1.4.x) worked with ZCS 6.x, 7.x, 8.6.x and 8.7.x. This new and improved zsugar version won't work with such old ZCS versions.

Installing zSugar

  • Create a folder named comironteczsugar
  • Download zSugar source and uncompress into previously created folder
  • Zip the folder comironteczsugar and deploy using Zimbra Administration interface

You can also deploy the zimlet from the server shell

$$ su - zimbra
$ zmzimletctl deploy com_irontec_zsugar.zip
$ zmmailboxdctl restart

Configuring zSugar

There is no global configuration for zSugar, each user must configure it separately.

If zSugar has been correctly deployed, after loggin in zimbra, a new icon should apperar in the left panel. Just click it and a configuration window should appear with the following fields:

Username: SugarCRM username Password: SugarCRM password SugarCRM URL: SugarCRM URL direction. It should use a secure connection, so be sure that 'https' is being used. LDAP Authentication: Enable this to send clean password otherwise MD5 encryption will be used. Accounts: Enable this to retrieve account informations. Opportunities: Enable this to retrieve Opportunitie information. Projects: Enable this to retrieve Project information. Leads: Enable this to retrieve Leads information.

Mark exported with tag: Set the tag name that will be used to tag exported emails. If this field is empty, emails won't be tagged. This feature only works from the moment it is "activated", so previously exported emails won't be tagged.

After configuring zSugar, you can validate your connection to SugarCRM by right-clicking the zSugar icon and choosing Force Authentication.

Using zSugar

There are three ways to access zSugar screen:

  • Using the Zimlet panel: Just Drag a conversation or email and drop in the zSugar icon.

  • Using Toolbar Button: Select a conversation or email and click 'Send to SugarCRM' toolbar button.

  • Using the context menu option: Rigth click a conversation or email and click 'Send to SugarCRM' option.

    After this, a new screen will appear with following sections:

  • Result Section: This section shows SugarCRM response results. By default, zSugar will search the FROM: contact of the email. It will show Accounts, Opportunities and Projects as configured (see 5.- Configuring zSugar)

  • Contacts Dropbox We can request CRM information of other contact in the selected email

  • Attachments list If email has any attachment, a list will appear. Checked attachments will be also imported into SugarCRM

Authors

This zimlet has been developed by Irontec S.L. http://www.irontec.com

Base64 Library has been developed by Christian d'Heureuse. http://www.source-code.biz/base64coder/java/

License

This is a extremelly experimental plugin. Use it at your own risk.

Stay tunned for new and improved versions. (c) Irontec S.L. 2010 Released under GPL v3.0

This library is free software; you can redistribute it and/or modify it under the terms of the GNU Lesser General Public License as published by the Free Software Foundation; either version 2.1 of the License, or (at your option) any later version.

This library is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Lesser General Public License for more details.

You should have received a copy of the GNU Lesser General Public License along with this library; if not, write to the Free Software Foundation, Inc., 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA


Download View on GitHub

Rating ( 25 ratings )
Downloads 19943
Latest Version 1.5.0
Categories CRM
Compatibility ZCS 8.8.x
License GNU GPL v3
Created on 1/10/11
Updated on 7/1/21