Manage customer subscription plans and billing directly within Sugar through this integration with SubscriptionFlow
Configuration
Configure SubscriptionFlow in SugarCRM
- To configure the SF app into your Sugar CRM account, navigate to the 'Admin Settings’.
Next, click on ‘SubscriptionFlow license’.
- After navigating to the 'Admin Settings,' insert a key into the designated box and proceed by clicking on the 'Validate' button.
- After validating the key, click on the 'Configure' button. Upon doing so, you should see a success message.
You will be automatically redirected to the Configuration page, or you can access it from the Admin Settings.
Here, you can test the connection.
- To find the key for validating the configuration, navigate to your SubscriptionFlow account.
- Once you log in, click on the gear icon ('Administration Settings') on the top right-hand corner of the screen.
- Next, click on ‘OAuth Clients’ under ‘Users and Control’.
- Here, you will be able to see the Client ID, Client Name, and Client Secret.
Copy the obtained credentials from SubscriptionFlow and paste them into the designated boxes on the 'Configure SubscriptionFlow' page.
- Next, click on the ‘Test and Save Connection’.
- After clicking on 'Test and Save Connection,' a green pop-up notification will appear at the end of the screen, indicating that Sugar CRM has been successfully connected to your SubscriptionFlow account.
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