Tutorials
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SugarChimp List Configuration and Setup
In this tutorial we are going to go through the steps required to setup target lists in SugarCRM and MailChimp so that they are properly synchronized between the systems. This tutorial assumes that you understand the steps required to create a…MORE...
Tutorial type: Text
CRM: SugarCRM
Module: SugarChimp ListSync

 
SugarChimp 2.0 Installation
This tutorial will outline the steps to install SugarChimp and configure your MailChimp account settings for synchronization.
Tutorial type: Text
CRM: SugarCRM
Module: SugarChimp ListSync

 
Mobile Address Module Installation and Configuration Guide
The Mobile Address module for SugarCRM merges address fields in the mobile view of SugarCRM Pro into one field. This gives SugarCRM smart phone users the capability to click the address and map to it.
Tutorial type: Text
CRM: SugarCRM
Module: Mobile Address

 
GeoSearch Installation and Configuration Guide
The Radius Search module allows you to search your SugarCRM Contacts by supplying a starting City/State location and a radius value in miles. This tutorial will show you how to install the module and perform the initial setup on SugarCRM 6.0.…MORE...
Tutorial type: Text
CRM: SugarCRM
Module: GeoSearch

Executing A Talend Job Using Windows Scheduler
Many jobs that are created in Talend Open Studio are meant to be run more than just one time and we don’t like having to manually do anything.  Talend has the ability to export a .jar file that can be run…MORE...
Tutorial type: Text

Syncing Records Between a Database and SugarCRM Using Talend
This tutorial details how to create a reusable job for syncing entries from a table with an incrementing id to a SugarCRM installation.  This includes setting up a “sync” table to keep track of the progress made the last time that…MORE...
Tutorial type: Text
CRM: SugarCRM

Using Talend To Import Data Into SugarCRM And Create A Related Record
Sometimes you may need to insert more than just a contact into SugarCRM, you may be importing notes, activities, or your own custom fields as well.  In any case, there will come a time when you need to relate a new…MORE...
Tutorial type: Text
CRM: SugarCRM

Using Talend Open Studio To Import Contacts Into SugarCRM
Here we are going to look at using Talend Open Studio to import contacts into SugarCRM.  Using email addresses as the unique identifier, we are going to check if a matching record already exists and insert or update the information accordingly.…MORE...
Tutorial type: Text
CRM: SugarCRM

Creating Talend Components For Custom SugarCRM Modules
In this tutorial, we are going to create a new component for use in Talend Open Studio that will work with a custom SugarCRM module.  This will allow you to import data directly into your custom modules by running the code…MORE...
Tutorial type: Text
CRM: SugarCRM

Creating an Intermediary Relationship Module
It is sometimes necessary to relate two modules in SugarCRM, and also store additional data regarding that relationship. An example of this can be found in the relationship between Opportunities and Contacts. If you .... you will see that there is…MORE...
Tutorial type: Text
CRM: SugarCRM

Creating Matrix Reports in SugarCRM
In this tutorial we will take you through the steps to create a matrix report in SugarCRM.
Tutorial type: Video
CRM: SugarCRM

Creating Summation Reports in SugarCRM
In this tutorial we will guide you through steps required to create a summation report in SugarCRM.
Tutorial type: Video
CRM: SugarCRM

Creating Row and Columns Reports in SugarCRM
In this tutorial we will guide you through the steps to create rows and columns reports in SugarCRM.
Tutorial type: Video
CRM: SugarCRM

 
GetSocial Twitter Pro Search Dashlet
This tutorial outlines the features and functionality of the Twitter Search Dashlet in the SugarCRM GetSocial Twitter Pro module. 
Tutorial type: Video
CRM: SugarCRM
Module: GetSocial Twitter Pro

Introduction to SugarCRM Reporting
In this tutorial we introduce you to SugarCRM reporting by reviewing the 4 types of reports that can be generated. After the overview we dive in and show you how to create a rows and columns report using the built in…MORE...
Tutorial type: Video
CRM: SugarCRM

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