You are here: Confirm Your SugarCRM Configuration

Confirm Your SugarCRM Configuration

After installing the integration package, appears at the bottom corner of your SugarCRM screen. To set up the Virtual Contact Center for SugarCRM or Virtual Office for SugarCRM, follow the instructions below:

Set up Virtual Contact Center for SugarCRM

Follow the instructions below to set up Virtual Contact Center for SugarCRM:

  1. Log in to SugarCRM as an administrator.
  2. Click at the bottom right corner of your SugarCRM screen. The Virtual Contact Centerfor SugarCRM opens in a floating window and in the Setup tab. The SugarCRM login page also opens.
  3. In the SugarCRM login page, enter your administrator username and password.
  4. In the integration Setup panel, select Virtual Call Center as the 8x8 product.

    Note: Single Sign-on is not supported for regular Virtual Contact Center users.

  5. Enter Your VCC domain link such as [https://vcc-na4.8x8.com].
  6. Enter the VCC Integration Data Request Token.

    Note: This information can be accessed from Configuration Manager:
    a. To access the data request token, log in to Configuration Manager and navigate to Integration > API Token.
    b. Copy the token or click to get a New Token.
    c. Paste the Data Request Token in the Virtual Contact Center for SugarCRM integration panel. You must update this token every time you get a new token in Configuration Manager.

  7. Click Save.

    The Virtual Contact Center for SugarCRM integration panel displays.

  8. Enter your username and password and click Login. The application opens in the On Break status.

Set up Virtual Office for SugarCRM

Follow the instructions below to set up Virtual Office for SugarCRM:

  1. Log in to SugarCRM as an administrator.
  2. Click at the bottom right corner of your SugarCRM screen. The Virtual Office for SugarCRM opens in a floating window and in the Setup tab. The SugarCRM login page opens.
  3. In the SugarCRM login page, enter your administrator username and password.
  4. In the integration Setup panel, select Virtual Office as the 8x8 product.
  5. Click Save.The Virtual Office for SugarCRM displays.
  6. Enter your username and password and click Login. The application opens in the On Break status.

 


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