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CHANGELOG.md
QueueMetrics_SugarCRM.php
README.md

README.md

QueueMetrics and SugarCRM Integration add-on project

Project version: 1.1
Runtime environment: LAMP with nusoap libraries installed
Licence: "LGPL"

See the changelog.

Project description

This script integrates the QueueMetrics agent page with SugarCRM. When properly configured, the QueueMetrics agent call history page opens an external URL for each taken call. This feature could be used to call the provided PHP script. The script searches between contacts in the SugarCRM, starting from the calling number, and opens the call detail record, if present on SugarCRM database, or preloads a new contact page with the calling party number.

An alternative script is available under the Rest folder and is meant to be used with the REST interface in SugarCRM 6.5+.

  • The two files found are to be copied to a webroot.
  • Modify variables in "qm.php" as described within the file itself.
  • "qm.php" is the entry point to include in QM settings; http://your.server/qm.php?callerid=[C]

Requirements

Apache + PHP (could be placed in the SugarCRM webroot folder) + nusoap libraries.

Installing

  • Copy the nusoap libraries to the webroot folder
  • Copy the QueueMetrics_SugarCRM.php script to the webroot folder
  • Create a queuemetrics user on SugarCRM, with permissions to look at contacts
  • Customize the server_url, username, password variables in the PHP script
  • Configure QueueMetrics to open an external URL for each received call. The URL should contain the caller number as callid parameter

Usage istructions

Each time a new call is shown in QueueMetrics agent page, the browser opens the SugarCRM caller contact page. The first time SugarCRM requires authorization with valid agent credentials. It's possible to customize the script in order to embed authentication to SugarCRM. In this case you should implement the logic required to retrieve the SugarCRM agent password and pass the agent code in the URL by mean of the agentcode parameter. The logic needed to retrieve the SugarCRM agent password should be called by the script as shown by comments present on it.

Authors

Marco Signorini, WISE Team

See also