ISCZimb Integrating SugarCRM with Zimbra groupware
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Presentation by ISC it & software consultants from Germany on SugarCRM Partner Summit 2012
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ISCZimb Integrating SugarCRM with Zimbra groupware
- 1. Open CRM The Future of Business is Open ISCZimb Integrating SugarCRM with Zimbra groupware Mr. Jörg Madloch ISC it & software consultants GmbH
- 2. Agenda Zimbra overview Motivation ISCZimb Adapter Supported versions SugarCRM & Zimbra Synchronized objects Technical requirements ISCZimb Q&A 01.10.2012 © Copyright 2012 – ISCZimb: 2
- 3. Zimbra overview Zimbra Open Source Edition Key features: Email, contacts, calendar, and documents all in one application. Outlook and Blackberry-Server connectors Read email from any POP or IMAP email account including AOL, Hotmail or business email Works on Windows, Mac, or Linux desktop computers No limit to the size of email storage, Available in 20 languages Uses standards like OpenLDAP, mySQL, Postfix HTML Web UI Zimbra Inc. is part of VMWare Inc. Fastet growing Enterprise Collaboration Suite 01.10.2012 © Copyright 2012 – ISCZimb: 3
- 4. Sample View UI 01.10.2012 © Copyright 2012 – ISCZimb:
- 5. Motivation ISCZimb Adapter ISCZimb synchronizes SugarCRM to Zimbra groupware – on the backend server. No client side plugins have to be installed and managed ISCZimb provides a stable and reliable server-to-server integration for Zimbra groupware ISCZimb 2.0 synchronizes meeting appointments, calendar events and contacts More SugarCRM objects, like leads, accounts and emails, to come in the next release 01.10.2012 © Copyright 2012 – ISCZimb: 5
- 6. Supported versions SugarCRM & Zimbra Supports SugarCRM 6.3 and higher Supports Zimbra 7.x and higher SugarCRM ISCZimb Zimbra Contacts bi-directional Adressbook - standard contacts - standard contacts - customs fields - customs fields Calendar bi-directional Calendar - standard meetings - standard meetings - standard appointments - standard appointments - standard tasks - standard tasks 01.10.2012 © Copyright 2012 – ISCZimb: 6
- 7. Calender events & meeting appointments Synchronizes calendar events between SugarCRM and Zimbra. Handles meetings, appointments, phone calls and tasks. Can synchronize all calendar events Or synchronizes only those calendar events selected by a custom filter Synchronizes recurring appointments Choose whether to synchronize bi-directional or uni- directional (SugarCRM Zimba) Sync through a Zimbra shared ―team calendar‖ Completely transparent to SugarCRM and Zimbra 01.10.2012 © Copyright 2012 – ISCZimb: 7
- 8. Sample View: Calendar from SugarCRM 01.10.2012 © Copyright 2012 – ISCZimb:
- 9. Contacts Synchronizes contacts between SugarCRM und Zimbra Contacts can be filtered by owner, team, or an individual custom filter Create a new Zimbra folder to hold contacts from SugarCRM Choose whether to synchronize bi-directional or uni- directional (SugarCRM Zimba) Limit the maximum number of contacts that can be synced 01.10.2012 © Copyright 2012 – ISCZimb: 9
- 10. Sample View: Contacts from SugarCRM 01.10.2012 © Copyright 2012 – ISCZimb:
- 11. Custom fields Synchronize SugarCRM custom fields from within contacts to Zimbra Synchronize SugarCRM custom fields from within calendar events to Zimbra More custom sync requirements can be met by additional program code 01.10.2012 © Copyright 2012 – ISCZimb: 11
- 12. Technical requirements ISCZimb Installation and configuration with SugarCRM Linux server No changes required to the Zimbra server No changes required to SugarCRM Extensive protocol functions Software completely written in PHP Sync cycles controlled by crontab, f.e. every 5 minutes Sync through CardDAV, CalDAV, HTTP with Zimbra ISCZimb connects to Zimbra as a user account and simulates the user Uses Zimbra email address and the SugarCRM email address to link the accounts between the two systems Fast and easy deployment, unpack & copy 01.10.2012 © Copyright 2012 – ISCZimb: 12
- 13. ISCZimb’s focus: End-user impact ISCZimb integrates SugarCRM and Zimbra to: Make the life of the user’s easier Help users reach their sales targets and customer service goals Help users make a difference Keep users organized and give them access to accurate information everywhere they need it With ISCZimb Integration for SugarCRM & Zimbra your users have access to accurate information inside SugarCRM and inside Zimbra — anytime and anywhere. It’s your choice! 01.10.2012 © Copyright 2012 – ISCZimb: 13
- 14. ISCZimb’s focus: End-user impact Migration project Notes SugarCRM 6.5 and Zimbra 7.2 20 Sugar User Maps Sugar contact to Zimbra user ISCZimb integrates SugarCRM and Zimbra to: Make the life of the user’s easier Help users reach their sales targets and customer service goals Help users make a difference Keep users organized and give them access to accurate information everywhere they need it With ISCZimb Integration for SugarCRM & Zimbra your users have access to accurate information inside SugarCRM and inside Zimbra — anytime and anywhere. It’s your choice! 01.10.2012 © Copyright 2012 – ISCZimb: 14
- 15. Thank You Mr. Jörg Madloch jm@isc-ub.de www.isc-ub.de ISC it & software consultants GmbH