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

 


You will be redirected to the Analytics page. This is where you setup Collabspot Analytics. 



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