Can I use the services module to connect via REST?

Are there directions?

Thanks.

Comments

ilo’s picture

Hi SocialNicheGuru, just enable the module, go to the SugarCRM settings, put the SugarCRM REST endpoint URL (verify that JSON is enabled, there is an issue with PHP's serialization). Currently only REST is available.

You may then go to admin/reports/status and verify the connection.

Once you have saved the settings you should have a valid Authenticated session (in the module settings page there is a button for that).

You may then go to admin/reports/status and verify the session.

SugarOnDrupal currently does not care about the session status, I mean, SugarCRM sessions are handled by PHP session timeout, so there is no way to control this session timeout from Drupal. You may: a) change this settings in SugarCRM, b) configure the site to perform session keepalive REST requests (I have a quick patch to make this using cron hook).

If you enable 'actions' and triggers or rules (and also token module) you will find an advanced action to set SugarCRM entries based on Drupal events. Currently sugarcrm set_entry() method is used, you may configure the action to create new entries or update existing entries, but there is no track between Drupal entries (aka nodes, users, whatever) and SugarCRM entries for now.

Good luck.

SocialNicheGuru’s picture

I installed Rules module. I do not see a Sugarcrm specific action.

With this action I should be able to update my Drupal node with information from Sugar or is it the other way around?

Also there is no way to sync values from what you are saying?

Is there a way for information (users, nodes, etc) to sync with Sugar. Is the following url helpful?

http://www.thewebmasterservice.com/dev-blog/integrating-drupal-and-sugarcrm ?

I am just trying to get a better sense of what is going on with the module and what it's limitations are.

I installed SugarCRM and am now interested in integrating it with my Drupal site.

ilo’s picture

SugarOnDrupal is not a single module. There is a basic connection module, the currently existing one, and additional hooks to develop these integration, but I'm still working on it. The basic module handles the connection, no more no less (additonally there is an advanced action called 'Create a SugarCRM entry...' in admin/settings/actions where you can configure what entry type and the fields to set that entry:

I do have current code in a live site working as: go to admin/settings/actions select 'Create a SugarCRM entry..' and click Create, choose 'Leads', and put [user] for the 'Last name' field, and '[mail]' for the 'Email Address'. Additionally I do have 'Web Site' for the lead source, and a site description. Then you can assign that action to the user registration event. Up to now it is working fine. But this is not the only thing that can be done:

a) Create a new entry: you don't put any value in the 'Id' field. Depending on where do you assign the action you will have node, user, comment, or taxonomy term.
b) Update a SugarCRM entry: put a known SugarCRM entry ID in that field (it is an uuid). Hard to configure but can be useful on some contexts.

When you create an entry, this new SugarCRM ID is not populated back to Drupal (yet), so it is impossible to keep track of that entry with current module code. A new module I'm working on will handle this tracking between SugarCRM entries and Drupal entries. It is going to be very easy to do, but is not yet finished.

There are other modules in the queue: an authentication module (to use different login name for every user in Drupal instead of an 'admin' single connection as is being done right now).

Could you verify that you can see the action?

ilo’s picture

Category: bug » support
Status: Active » Fixed

So, I'm closing this one due to inactivity.

Status: Fixed » Closed (fixed)

Automatically closed -- issue fixed for 2 weeks with no activity.

Christian Le Fournis’s picture

Any update on the module? Is this module still being developed?
Just curious, looks very useful as is but still lacks a big deal of functionalities