SugarCRM is a robust CRM web application that allows companies to improve customer experience. With Glances, you can access records like contact and account details, notes, opportunities, quotes, and activities. Additionally, view data from custom modules with ease.
Connection Requirements
When connecting SugarCRM within Glances, you'll need to set a "platform" within SugarCRM. Prior to connecting SugarCRM, please follow the steps below:
- From SugarCRM Admin, click Configure API Platforms.
- Within the field at the bottom, type glances (all lower-case.)
- Click Add.
- Click Save.
Return to glances.com to connect your app using the steps below:
- From your account glances.com, click Connect on the SugarCRM app tile. (If you don't see the SugarCRM tile, you can quickly add it by clicking + under My Apps.)
- Enter your instance URL. Note that you will need to include https:// at the beginning of your URL or you will encounter a 500 error.
- Enter your SugarCRM username.
- Enter your SugarCRM password.
- Click Connect.