SugarCRM Magento Integration

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1 SugarCRM Magento Integration Page 1 sales@biztechconsultancy.com

2 Table of Contents 1. Benefits of Integration Biztech Solution Biztech Integration Gateway Packages Compatibility Installation and Cost To Get Started Page 2 sales@biztechconsultancy.com

3 SUGARCRM -MAGENTO INTEGRATION Biztech Consultancy provides effective solution with service for the integration of SugarCRM and Magento. Our solution for Integration between Magento and SugarCRM allows your accounting and sales teams to have a complete overview of your business, customer and orders from your Magento system in your SugarCRM system. 1. Benefits of Integration No more duplicate entries of orders and customers Improves functional efficiencies through SugarCRM/Magento Displays instant positive impact to bottom line functioning Processes customer orders and its status within SugarCRM due to integration with Magento 2. Biztech Solution - SugarCRM-Magento Integration is two way process. We can integrate data from SugarCRM to Magento and vice versa. - Our Integration covers 4 modules. We can further do customizations to add up more Modules. Customer Category Product Order - Our Integration uses: We have developed Custom Magento Plugin, which needs to be installed in your Magento copy to use the integration process. We have used all default modules of Magento. We have developed Custom SugarCRM Plugin, which needs to be installed in your SugarCRM copy. We use custom modules for Category, Order, Product and default module for Customers. Page 3 sales@biztechconsultancy.com

4 We have developed a PHP based Integration Gateway that runs on our Server. It receives data from SugarCRM & Magento and passes it on to the other system. When integration starts, we first transfer Data from Magento to SugarCRM & then from SugarCRM to Magento. Our Gateway uses central DB that stores all the data temporarily so in case if other system is down, all data is synced well once the destination system is up. - The below table shows the linkage of modules, that can be considered. No. Magento Module SugarCRM Module Communication Protocol 1 Customer Customer Two way 2 Category Category (bc_category) One way (Magento to SugarCRM) 3 Product Product (bc_product_catelog) One way (Magento to SugarCRM) 4 Sales Sales (bc_sales) One way (Only Order Status Two way) The above mentioned modules can be synced two ways, if required by client. Also SugarCRM provides more features to integrate extra modules with Magento Store, if required by client. Page 4 sales@biztechconsultancy.com

5 3. Biztech Integration Gateway - Our Integration Gateway also provides a GUI, which gives up-to-date information on what data has synced between both the systems. Following are some of the Sections: 3.1. Dashboard Our solution allows Admin to login into the integration gateway and access dashboard. The dashboard shows the interactive charts and tabs for ease of access to Admin. Synced Issues and Synced Logs can be accessed from the menu for better support. Page 5 sales@biztechconsultancy.com

6 3.2. Customer Module Complete portfolio of your customer with their specific account details is integrated in SugarCRM. User can view customer profile with synced details. All activity in Magento gets directly reflected in SugarCRM, like First Name, Last Name, , Billing Address, Shipping Address, etc. in syncing process. Page 6 sales@biztechconsultancy.com

7 3.3. Category Module It offers a complete overview of product categories. We have used customized module in SugarCRM for Categories. For Category Module, we have used basic details like Category and Parent Category. Page 7 sales@biztechconsultancy.com

8 3.4. Product Module It offers a complete overview of the accounting/sales and inventory details of any product of specific customer. We have used customized module of SugarCRM with basic details like SKU, Name, Type, Short Description, Description, Price etc. in syncing process. We have managed Category and Product Attributes of product from Magento to SugarCRM. We have included three types of products in syncing process. o Simple o Configurable o Grouped Page 8 sales@biztechconsultancy.com

9 3.5. Sales Module A complete picture of sales and order status details. It reflects customer name, product details, addresses, payment method, order amount etc. We have used customized module in SugarCRM for Order and Order lines. If product of Order Line exists in CRM, then Order Line will be synced. For Order Module, we have used basic details like Order No. Customer, Customer Address, Shipping Description, Payment Method, Items, rate, Qty, Amount, Grand Total etc. in syncing process. Page 9 sales@biztechconsultancy.com

10 4. Packages Features Basic Advanced Customers Sync newly created customer between SugarCRM and Magento Sync updated customer info between SugarCRM and Magento Sync shipping &billing address between SugarCRM and Magento Sync support for 5 custom fields from Magento to SugarCRM Product Sync newly created category from Magento to SugarCRM Sync newly created product attributes from Magento to SugarCRM Sync newly created product from Magento to SugarCRM Sync updated category from Magento to SugarCRM Sync updated product attributes from Magento to SugarCRM Sync updated product from Magento to SugarCRM X Sync support for 5 custom fields from Magento to SugarCRM X Order Sync new Order with line item from Magento to SugarCRM Sync updated order with new & modify lines from Magento to SugarCRM Sync updated Order status from SugarCRM to Magento Sync support for 5 custom fields from Magento to SugarCRM X Page 10 sales@biztechconsultancy.com

11 General One Time remote setup, configuration & training Integration gateway access One Time sync timing configuration (Every 10 minutes, 1 hour or once in day) One time customer mapping base on Address / Name One time product mapping base on Manufacturer Part Number X X * Need to manually remove duplication of mapping module data Support Quick support 10:00 to 19:00 UTC+05:30 X For more information on SugarCRM-Magento Integration, please refer: 5. Compatibility - It is compatible with different version of SugarCRM & Magento : o SugarCRM CE Version 6.5.* o SugarCRM PRO Version 6.5.* o SugarCRM PRO Version 7.2.* o SuiteCRM 7.1.*,7.2 o Magento 1.6.* to later versions Page 11 sales@biztechconsultancy.com

12 6. Installation and Cost - We charge for installation and set-up cost of the Biztech Integration Gateway, which includes installing our SugarCRM Plugin &Magento Plugin. - We also create account for you in our Integration Gateway, which handles all communication between two systems. There is recurring charge to use the Integration Gateway that covers Support & Updates in the Gateway. - We are committed to this integration and will be releasing new version with more enhancements in timely manner. Details Cost(Basic Version) Cost(Advance Version) Installation & Setup Cost $499 $699 + Recurring Fees As per Following Table As per Following Table + Customization Charge If any If any Integration Gateway Maintenance and Support Time Period Recurring Charges(Basic Version) Recurring Charges(Advance Version) Monthly (1 Month) $15 $25 Yearly (12 Months) $150 $250 * It will start getting billed over after 1 month of implementation. 7. To Get Started Contact Maulik Shah CEO, Biztech Consultancy Page 12 sales@biztechconsultancy.com

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