UNIVERGE BLUE® CONNECT For SugarCRM (Admin Guide)

This article describes UNIVERGE BLUE® CONNECT integration with SugarCRM. The installation process consists of several consecutive steps. Read our Knowledge Base article on UNIVERGE BLUE® CONNECT Integrations Management in Control Panel for more information.

Important: the CRM integration functionality depends on your license. Review the UNIVERGE BLUE® CONNECT Packages article to determine what packages include it. You may need to upgrade your license to use this feature.

1. Backup Data and Site Files

First, make sure that you have data and site files backed up. Refer to the SugarCRM knowledge base article Providing a Backup Without Sensitive Data for instructions.

2. Add Additional Fields

The UNIVERGE BLUE® CONNECT plugin requires additional fields in several SugarCRM modules. To add the fields into Calls module navigate to Admin > Developer Tools > Studio > Calls > Fields and press Add Field.

Add two fields with only Data Type and Field Name completed:

Value one:

Data Type: TextField
Field Name: phone

Value two:

Data Type: TextField
Field Name: phoneextendduration

Click Save to finish.

You will see new fields added to the list.

To add new fields into Employees field, Navigate to Admin > Developer Tools > Studio > Employees > Fields.

Press Add Field and add the field with the following parameters:

Data Type: TextField
Field Name: phoneextendidtoken

Click Save to finish.

The new field will be added to the list.

3. Load Module

Download the UNIVERGE BLUE® CONNECT module (if you have version 13 of SugarCRM).

Download the UNIVERGE BLUE® CONNECT module (if you have 11 version of Sugar CRM)

Download the UNIVERGE BLUE® CONNECT module (if you have 9 version of Sugar CRM)

Navigate to Admin > Developer Tools > Module Loader.
Select Choose File and select the archive file with the UNIVERGE BLUE® CONNECT module and click Upload.
After the module is added, press Install.
Accept the Privacy Policy and click Commit to continue the installation.

4. Update the Configurations

Update the config_override.php.
1. Go to the root folder of your SugarCRM instance.
2. Open config_override.php.
3. Add the following text below the line at the end of the file: “$sugar_config['http_referer']['list'][] = 'login.univerge.blue ';”
4. Click Save Changes and exit.
Update Content Security Policy
1. Navigate to Admin > System > Content Security Policy
2. On the Basic tab, in the Trusted Domains field, add the following without the quotes: "https://www.google-analytics.com".
3. Under Advanced, add “wss://*.serverdata.net https://*.univerge.blue https://*.services https://*.serverdata.net https://www.google-analytics.com” in the connect-src field and add “https://login.univerge.blue blob:” in the frame-src field
4. Click Save Changes and exit.

5. Clear Browser Cache

Once the above steps are completed, clear the browser cache before using the module. For Chrome Browsers:

On your computer, open Chrome.
At the top right, click More.
Click More tools. Clear browsing data.
At the top, choose a time range. To delete everything, select All Time.
Check the boxes next to Cookies and other site data and Cached images and files.
Click Clear data.

For more information, please visit this link.

6. Uninstalling the Module

Uninstall the module from the Module Loader.
1. Navigate to Admin > Developer Tools > Module Loader.
2. Find UNIVERGE BLUE® CONNECT Plugin integration Installer. Click on Uninstall > Remove Tables > Commit:
Delete fields that were added in steps 2 & 3 above.
1. Navigate to Admin > Developer Tools > Studio > Calls > Fields.
2. Delete fields "phone_c" and "phoneextendduration_c".
3. Navigate to Admin > Developer Tools > Studio > Employees > Fields.
4. Delete field "phoneextenddidtoken_c".

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