Trustpilot

• Introduction
• Basic
• User Name and Password
• API Key and secret
• Business Unit ID
• Other
• Data Management
• Schedulers and Retrieve All Reviews button
• Webhooks
• Advanced
• Licence

Introduction

Under the Sugar Administration page there is a section called Provident ® TrustPilot Add-On Configuration which brings user to TrustPilot settings.

Basic

Basic settings need to be populated from your Trustpilot Business account.

User Name and Password

User Name and Password are Trustpilot user credentials. Existing user can be used or new one added.

API Key and secret

Api Key and API secret need to be setup in Integrations → Developers → APIs.

Here new application should to be added (note that domains are not mandatory)

Once application is created Api key and secret can be copied from it.

Business Unit ID

Business unit id can be retrieved by using following url:

https://api.trustpilot.com/v1/business-units/find?apikey={API_KEY}&name={BUSSINESS_NAME}

i.e.

https://api.trustpilot.com/v1/business-units/find?apikey=bTCkA3bHBBsHc7TG5gpTRPpUNVtt2n1a&name=www.mybusiness.com

Using url in browser will return answer like this where highlighted id is business unit id:

Other

Reply To - default should be existing user email, it can be the same as login user email

From Name - should be “No Reply” if default no reply email address is set, if reply email is set then name should be changed properly

From Email Address: default is noreply.invitations@trustpilotmail.com that prevents replies

Language - is template language, default is en_US

Data Management

Provides settings for data manipulation and button to retrieve all data from Trustpilot.

Schedulers and Retrieve All Reviews button

• Days to check information request:
• Specify number of days to check information requests
• There is a scheduler that checks all Trustpilot Review records that have status Requested Information and tries to see if reviewer provided information

• i.e if this setting is set to 90 it will check only records created in last 90 days

• Days to check invitations:

• Specify number of days to check invitations
• There is a scheduler that checks all Trustpilot Review records that have status Sent and tries to see if review was created

• i.e if this setting is set to 90 it will check only records created in last 90 days

• Days to retrieve TP reviews:

• Specify number of days to update reviews
• There is a scheduler that pulls all reviews from Trustpilot created in previous N days. This number specified how many days should be used
• i.e if this setting is set to 180 it will check only Trustpilot reviews created in last 180 days
• NOTES
• This scheduler is used to get organic reviews too
• This value can be set to 0 to get all reviews from Trustpilot
• This value is used with button Retrieve All Reviews

• Recommended value is 7, to update only records created in last 7 days especially if Webhooks are used.

• Reference module

• if module is specified it will use it to try automatically relate review from Trustpilot to SugarCRM record
• i.e. if your Reference id in Trustpilot is equal to Order id, setting Reference module to Orders and reference field to id will connect them and automatically relate to order in system, if order exists
• Reference Field
• field from module that should be check to relate records
• Retrieve All Reviews
• button used to retrieve all records from Trustpilot created in previous N days, specified by field Days to retrieve TP reviews

Webhooks

Webhooks can be specified in Trustpilot to send data to SugarCRM once user created/edited/deleted review. Settings are provided in admin panel:

• Webhook username
• username to be used in webhook

• it’s recommended to set this value to prevent invalid values coming to system

• Webhook password

• password to be used in webhook

• it’s recommended to set this value to prevent invalid values coming to system

• Webhook review created link

• info about link that should be put in Trustpilot settings for created reviews

• Webhook review updated link

• info about link that should be put in Trustpilot settings for updated reviews

• Webhook review deleted link

• info of about that should be put in Trustpilot settings for deleted reviews

In Trustpilot this settings are under Integrations → Developers → Webhooks

Select Add new subscription under Service reviews

Url for subscription should be entered, i.e.

https://username:password@company.sugarcloud.com/index.php?entryPoint=PrTrustPilotReviewCreated

Where username and password are values specified in Trustpilot settings in SugarCRM.

Advanced

Advanced settings contain advanced connection details and shouldn’t be changed if there are no issues.

If there are issues Log Level can be changed from debug to fatal. Then all plugin errors will be logged to SugarCRM log.

Licence

At Licence tab Admin should enter licence key for the extension.