Troubleshooting Sugar CRM Integration

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Q: How do I uninstall the application from my CRM setup (Pre version 5.2 InsideView installation)

A: Please follow the steps below:

  1. Go to Admin > Studio (Under Developer Tools) > Accounts > Layouts > DetailView: If any SALESVIEW field is present, remove from the layout.
  2. Save and deploy the Detail View layout.
  3. Repeat the above steps for Leads, Opportunities.
  4. Please follow the steps mentioned at http://www.insideview.com/SUGARCRM/to reinstall the application again.

No need currently InsideView is embedded with SugarCRM on demand.

Q: How do I uninstall the application from my CRM setup (Versions 5.5 - 6.1 InsideView installation)

A: Sign in to your CRM as an Admin and uninstall the InsideView package from the Module Loader.

No need currently InsideView is embedded with SugarCRM on demand.

Q: How do I uninstall InsideView from my SugarCRM version 6.2.1?

A: Please follow the steps below:

  • Login to SugarCRM in an Administrator role.
  • Go to  Admin- >System Section -> Connectors
  • Connectors -> Enable Connectors-> InsideView tab will be shown under which it has two Lists titled Enabled and Disabled
  • Select the Entity or Object (Accounts/Contacts/Opportunities/Leads) from the Enabled section and drag and drop it in the Disabled section > click the Save button.

Q: I get an error while attempting to export contacts from my InsideView integration from within the CRM to my CRM.

“There was some problem while performing this operation - ; nested exception is: java.net.UnknownHostException:...”


A: Please contact support@insideview.com

Q: I’m a Sugar On Premise user. I get an error while attempting to export/sync information from InsideView to my CRM:
“There was some problem while performing this operation. You do not have access.”


A: Please check if your user role in your CRM has the "export" field set to none for all object types. The field needs to have permissions on it so that we can find Account, Lead and Contact matches while doing an export.

Also, please ensure that your CRM can be accessed outside of your internal official networks i.e you have an Internet Facing Deployment of your CRM. This is required for InsideView to be able to Sync/Export data to your CRM. If you cannot access your CRM outside of your office network, please check with your CRM Admin to make the required changes.  

Q: Does a Sugar User have to have the "Export" permissions enabled in order to use the InsideView Sync function?

A: The API operation we perform during Sync requires the user to have the ‘Export’ permission enabled. The ‘Delete’ permission is not required.

The user must have the "Export" permission enabled even if he/she has "Edit" permissions for that specific object.

Q: What Fields are exported to the CRM during the InsideView Sync/Export function:

Accounts

Leads

Company Name

Company Name 

Ticker

Email

Industry

Description

Sic

Website

Ownership

Phone

Revenue

Fax

Phone

Address: Street, City, State, Country, Zip

Fax

Lead Source

Website

 

Number of Employees

 

Description

 

Address: Street, City, State, Country, Zip

 

We can add the contact fields which are available in the Admin UI page. We support the contact fields also.

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