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  1. Login to SugarCRM with an “admin” level user

  2. Open the Administration area and then open the Module Loaderfind the Developer Tools section

  3. Select the Module Loader

  4. Press the Choose File button and select the .zip file provided to you by Faye. After you have selected the file, press the Upload button.

  5. In the list of available modules to be loaded, find the item that you just uploaded. Press the Install button.

  6. You will be presented information about the End User License and Readme file. After reading the License, press the Accept option followed by pressing the Commit button.

  7. The installation may take up to 5 mins to complete, once you see the confirmation message return to the Administration area and find the System section

  8. Here choose the Repair option and on the list of repairs that loads click the Quick Repair and Rebuild option.

  9. Once the repair completes scroll to the bottom of the screen where you will see a SQL query that Sugar needs to execute.

  10. Click the Execute button to execute the script and be delivered with a “complete” message

2. Configure Scheduled Jobs

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Once you are done configuring the settings in the Integrations area remember to click SAVE to apply the changes.

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IMPORTANT: Saving the integration settings with the connections and synchronization settings enables will start the sync between the two systems immediately.

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Once you are ready to set up your custom mapping click on the + icon to create a custom mapping

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Sync cycles are shown in chronological order with breakdowns for how many records were synced in either direction and the sync status. Let's take a look at each section of the sync run info:

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Image: Shows recent sync runs for a one way sync from Hubspot to SugarCRM

  • Job started at: Displays the date and time the sync cycle began

  • Steps progress: Shows the steps that the sync cycle needs to process in order to complete each sync cycle. The Steps listed here may vary depending on your integrations configuration. Completed processes are indicated with a check mark symbol.

  • Records statistics: The looking glass icon next to each entry allows you to drill into the specific Sync Log entries for the events processed in that section of the sync run. For example, if you see that 120 accounts were synced from Hubspot → Bridge → SugarCRM then you can drill in to see the individual sync logs for each of the 120 company records that were processed.

  • Importing to bridge: Shows the number of records that were imported into the Hubspot bridge to be processed.

  • Exporting from bridge: Shows the number of records the Hubspot bridge successfully exported (created or updated) in the target instance (Hubspot or Sugar)

  • Status: Displays the status of the sync run. this will indicate if it Finished, Completed with errors or is in the process of Running. An info tooltip icon may provide additional info as necessary.

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