// main.js
// Helper: SugarCRM Authentication async function getSugarToken(baseUrl) { // Typically you would fetch this from your backend to hide credentials const payload = { grant_type: "password", client_id: "sugar", // Default Sugar client ID client_secret: "", username: "admin", // REPLACE WITH REAL CREDENTIALS password: "password" // REPLACE WITH REAL CREDENTIALS };
// Step B: Authenticate with SugarCRM (OAuth2 Password Flow - Simplified) // Note: In production, use OAuth2 Authorization Code flow for security. const sugarUrl = document.getElementById("sugarUrl").value; const accessToken = await getSugarToken(sugarUrl); sugarcrm outlook plugin
if (data.records && data.records.length > 0) { return { module: 'Contacts', id: data.records[0].id }; }
Create, edit, or update entries across core modules, including Accounts, Leads, Contacts, and Opportunities. 2. Bidirectional Calendar and Contact Sync // main
Sugar Connect is Sugar's go forward product for calendar and email integration. It's ability to operate across platforms (Outlook, MS Outlook Plug-in 2.x - Sugar Support
The SugarCRM Outlook Plugin is relatively easy to install and configure. The plugin can be downloaded from the SugarCRM website and installed on the user's Outlook client. Once installed, users can configure the plugin to connect to their SugarCRM instance, and customize the plugin to meet their specific needs. Bidirectional Calendar and Contact Sync Sugar Connect is
When you open an email or calendar event in Outlook, the Sugar Connect sidebar instantly scans the sender's email address. It retrieves and displays the corresponding customer record directly on screen. Without leaving your inbox, you can:
// Step D: Create a Note (Archived Email) await createSugarNote(sugarUrl, accessToken, { name: subject, description: bodyResult, parent_type: relatedRecord.module, // e.g., "Contacts" or "Accounts" parent_id: relatedRecord.id });