Needing to retrieve accurate and comprehensive finance data in your SugarCRM? Integrate Sugar with Creditsafe Connector and enhance your CRM with up to date, trusted financial and contact data. Receive Creditsafe information straight into Sugar - financial data, company information, high level contacts including phone numbers and addresses.
Installation and Administration
Installing the Add-on
The Add-on is installed via the built-in Module Loader within the Administration area of Sugar.
NOTE: The install files you will receive when you purchase the add-on include additonal packages which need installing prior to the add-on package in order to work.
Full details are given in the Administration/Installation guide, included with the add-on package files.
When logged into your Sugar CRM, click your admin icon on the top right and click 'admin' again.
In the Developer Tools section, click 'Module Loader'
- To the right of the word 'Module' click "Choose File" and select your Creditsafe Connector zip file. Click "upload" and then install.
After the install completes, return to the admin page, and select the "Packages" button in the enable.services Packages area
Search and select your package. Click the pencil icon beside the License Key field to enter your License Key (which we will provide) and click save.
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