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Syncing SugarCRM (Community Edition) and Outlook 2007/2010

January 2, 2012 | Posted by Hinnerk in Tools

The Pro version of SugarCRM offers a custom Outlook connector. When using the Community (free) version of SugarCRM though, you may want to consider alternative routes to sync emails, contacts, meetings etc from SugarCRM to Outlook and vice versa.

Meet KINAMU Outlook Connector

http://www.sugarforge.org/projects/outlookconnect

For this to work you need to add the SOAP Module to your SugarCRM installation via the module loader. Just download the zip-file and upload and enable it via the Module Loader:

Now install the KINAMU Outlook Connector Binary on your local workstation. Upon installing the Outlook plugin (used version 1.6.3), you need to enter your SugarCRM credentials via Outlook->Options->addins->Add-In Options.

Destination is http://DOMAINOFSUGARCMSINSTANCE/OPTIONALSUBDIRECTORY/soap.php
Personally I got the following error message when entering my credentials:

attempting Login ...
Could not find endpoint element with name 'sugarsoapHttpPort' and
contract 'SugarSoapService.sugarsoapPortType' in the ServiceModel
client configuration section. This might be because no configuration
file was found for your application, or because no endpoint element
matching this name could be found in the client element.
http://www.sugarcrm.com/forums/265318-post19.html gives the following advice:

You have to fix one registry entry.
Find this entry and correct it like this:
[HKEY_CURRENT_USER\Software\Microsoft\Office\Outlook\Addins\KINAMU.SugarCRMConnector]
"Manifest"="file:///C:\\Program Files\\KINAMU\\KINAMU Connector\\KINAMU Connector.vsto|vstolocal"

Original Manifest was without ‘file:///’ –prefix. Without fixing this Kinamu Plugin just closes.

Using regedit.exe:

Now, entering the credentials into the addin-options worked perfectly.

From this point onward the (Screencast) documentation located at http://www.docstoc.com/docs/28901011/Integrate-MS-Outlook-2007-Addressbook-with-SugarCRM-Contacts-on-Windows worked like a charm.

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4 comments to “Syncing SugarCRM (Community Edition) and Outlook 2007/2010”

  • Lou, January 30, 2012 at 9:06 pm

    Awsome. Thank you very much.

    Reply
  • Hinnerk, March 9, 2012 at 1:46 pm

    Actually we now left Sugar and made the switch to http://redminecrm.com as we are using (a heavily customized) Redmine for project/ticket-management anyway so CRM becomes integrated with the rest of the internal management applications.

    Reply
  • Revathi, June 7, 2012 at 11:39 am

    Hi Hinnerk,th above guidelines really helpful.thank you.I am facing a problem when I try to connect with sugarcrm.

    Opened outlook and with in Addins->Kinamu->connect
    opening a window with message:
    reading settings …
    reading registry …
    initializing Soap Client …

    After that nothing is going on..
    please help.

    Reply
  • Jose R Galindo, August 9, 2012 at 10:06 pm

    Hey Hinnerk Brügmann this “little tutorial” looks very good. Thank you.

    This afternoon I will try to do it.

    Best Regards

    JRG

    Reply

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