by techloyce

Manage customer subscription plans and billing directly within Sugar through this integration with SubscriptionFlow

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Configuration

Configure SubscriptionFlow in SugarCRM

  1. To configure the SF app into your Sugar CRM account, navigate to the 'Admin Settings’.

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Next, click on ‘SubscriptionFlow license’.

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  1. After navigating to the 'Admin Settings,' insert a key into the designated box and proceed by clicking on the 'Validate' button.

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  1. After validating the key, click on the 'Configure' button. Upon doing so, you should see a success message.

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You will be automatically redirected to the Configuration page, or you can access it from the Admin Settings.

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Here, you can test the connection.

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  1. To find the key for validating the configuration, navigate to your SubscriptionFlow account.

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  1. Once you log in, click on the gear icon ('Administration Settings') on the top right-hand corner of the screen.

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  1. Next, click on ‘OAuth Clients’ under ‘Users and Control’.

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  1. Here, you will be able to see the Client ID, Client Name, and Client Secret.

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Copy the obtained credentials from SubscriptionFlow and paste them into the designated boxes on the 'Configure SubscriptionFlow' page.

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  1. Next, click on the ‘Test and Save Connection’.

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  1. 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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