Install the 8x8 integration package

Installing 8x8 integration package for SugarCRM is a one-time task for the administrator. Once installed, the integration app is available to all SugarCRM agents. The integration package supports SugarCRM integration with either Virtual Office or 8x8 Contact Center.

To install the integration package:

  1. Click to open SugarCRM Exchange, or copy and paste in your browser and press enter. The 8x8 integration page opens.
  2. Click Download.
  3. Enter your administrator credentials and click Log In to download the 8x8 integration package.
  4. Log in to SugarCRM with your administrator username and password to open your SugarCRM dashboard.
  5. Click the admin image on the top right and select Admin to open the Administration page.
  6. Click Developer Tools > Module Loader.
  7. Click Choose File next to the Module to browse your directory. Locate and select the installation package (8x8 Integration).
  8. Click Upload. The 8x8 Integration package appears in the list.
  9. Click Install next to the installation package.
  10. Click Commit. A message notifies you that the installation has been successful. The 8x8 Integration package appears in the Module Loader and under the installed modules.
  11. Navigate to Admin > System Settings > Advanced.
  12. Click to clear the Validate User IP address check box.
  13. Click Save.