How to Connect RainKing to SugarCRM

RainKing’s SugarCRM Connector allows you to export People as Leads or Contacts and Companies as Accounts from RainKing to SugarCRM. 

Steps to Setup:

In RainKing, under the gear icon in the top-right corner select “Manage Integration” then click the SugarCRM tile:

sugarcrmbutton.png

Enter your SugarCRM Username and Password and click “Authenticate”.  Click on the Mapping Tab. 

sugarmapping.png

For each map scroll to the bottom and click “Validate Map”, “Test Map” and “Save Map”. 

sugarsavemap.png

Scroll back to the top and click to make the map Active. 

sugaractive.png
Give permission to RainKing Permission Groups.

sugarpermissions.png

Now log out of RainKing then log back in and push the SugarCRM button to send records from RainKing to SugarCRM for either companies or people. 

sugarcrmreal.png

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© 2018 DiscoverOrg, All Rights Reserved
© 2018 DiscoverOrg, All Rights Reserved
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