Configuring SugarCRM

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NOTE: Companionlink is only compatible with SurgarCRM 5.5 and above

To configure specific SugarCRM settings in CompanionLink, click the gear icon next to the third drop-down selector after you have chosen SugarCRM.

When configuring CompanionLink to sync with SugarCRM, you must provide CompanionLink with your SugarCRM login name, password, and sync URL. For more information about how to obtain your SugarCRM sync URL, see How to obtain your SugarCRM sync URL

CompanionLink can sync SugarCRM contacts, calendar, and tasks. CompanionLink works with SugarCRM Professional, Corporate, Enterprise, Ultimate, and Community editions.