Before setting-up Connect Pro, please make sure that you already have an account in Collabspot. If you haven't signed up yet, please go to this link.
After you've successfully created an account in Collabspot, go to Overview page of the portal.
In the Overview window, go to Step 2 and click on Install.
Follow the steps provided under Analytics page. Here are some notes for each step.
Step 1 - Credentials
Configure CRM Data Source
The credentials will be used for Analytics.
Step 2 - Install custom fields module for Sugar
Download and install the package below to view basic analytics data in the list view of your Sugar modules.
Step 3 - Push analytics to Sugar
Step 4 - Install Collabspot dashboard for Sugar
Download and install the package below then, click Create to make a dashboard that shows analytics graphs available to your users
Step 5 - Create Dashboard in Sugar
This will create the analytics dashlets for your SugarCRM instance automatically.
Note: CRM Data Source credentials must be set.
Go to your SugarCRM Administrator page, then from there, go to Module Loader. In your SugarCRM's Module Loader page, upload the downloaded zip file and install the package. After installing, go back to Collabspot Portal to finish the remaining steps.
(Optional) You can also download and install the New Fields Package in a similar fashion.
Step 6 - Click the Create button to setup the analytics dashlets in your SugarCRM instance.
Step 7 - If you installed the New Fields Package, enable the Push Analytics Data to CRM to view analytics data directly in the records list rows in your SugarCRM.
Step 8 - Finish. You are now ready. Your data will be visible soon in your CRM (it can take from few hours to a day or two depending on how much data you have)
Collabspot Analytics running in your SugarCRM