Installation Instructions for Integration Setup
Go to Subscriptions, click Search Certified Integration Marketplace, and Subscribe.
Click the SugarCRM integration tile.
Click the Subscribe button.
Enter the name of the subscription and select a version. It can be set to any relevant and unique subscription name within the company where this subscription is created.
Format: [Product Name] - [Environment/Purpose]
Example: SugarCRM – Release
Select Create Default Mappings (recommended). If you don’t want to create default mappings and want to create all mappings by yourself, then un-check this box.
Enter the Password and the Name for your SugarCRM account, which tells the system which specific symbols or characters to ignore when linking your POS/ERP to Sugar. For example, your POS might generate INV#1066, but Sugar or your payment processor might only record 1066.
The system sees INV#1066 and 1066 as two different identifiers. In this case, you would enter INV#, and the integration will reduce the ID to 1066.Enter the API URL endpoint. For example,
https://sg-ipaascom.demo.sugarcrm.com/rest/v11Environment URLs:
Test/Sandbox:
https://<your sandbox>.sugarcrm.com/rest/<version>Production:
https://<your production server>.sugarcrm.com/rest/v11
Enter the API Throttle Limit. This setting prevents any single integration or user from overwhelming the system with too many requests. It protects system performance by controlling the number of API requests that can run simultaneously, ensuring fair usage.
Recommended Values
Initial Setup: 5
Ongoing Operations: 500
High Volume: 500
Enter the API Throttle Seconds. This defines the time window during which the API Throttle Limit is measured. If an integration makes too many requests within this time window, additional requests are rejected until the window resets.
Default Value: 60 seconds
Range: 60 seconds
Enter the number of Concurrent Connections. This specifies the maximum number of simultaneous API connections that the subscription can process for a user or integration. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.
Default Value: 5
Range: 10
Enter the number of Concurrent Batch Executions. This specifies the maximum number of simultaneous batch executions that can process for an integration at one time. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.
Default Value: 5
Range: 10
Click Apply to save the settings.
Post-Installation Verification
After completing the installation, perform these tests to verify the installation.
Data Sync Test
Initiate a sample data pull. (To iPaaS.com).
Initiate a sample data push. (From iPaaS.com).
Functionality Test
Run an end-to-end business process.
Validate key features like field mappings, workflow triggers, and logging.
Review integration logs in iPaaS.com.
Support and Troubleshooting
Click the Help button on any iPaaS.com page to contact Support or to search our documentation.
Documentation: Search our documentation at the top of this article
Support Portal: Click the Help and Support button at the lower-right of this window.
Contact Information: Contact iPaaS.com.