Pardot Knowledge Base

SugarCRM Installer Package

Last Updated: May 02, 2016 | Print this Article
 

Before you Begin

If your CRM has security features enabled to restrict logins to a limited set of IP ranges, you will need to have your CRM administrator add these IP ranges to your CRM whitelist:
  • 136.147.104.20 - 136.147.104.23
  • 136.147.96.20 - 136.147.96.23

Installing the Pardot SugarCRM Installer Package

Note: If you have a SugarOnDemand or Sugar Open Cloud instance you will need to file a case with SugarCRM support to have them install the package for you as it uses several advanced methods.
  1. Download the Pardot SugarCRM Installer Package here.
  2. Log into SugarCRM as an administrator.
  3. Click on Admin in the top right hand corner of SugarCRM's interface.
  4. Select Module Loader (located under Developer Tools).
  5. Click Choose File to select the download file.
  6. Select the file PardotForSugar_v37-RC.zip. If you are unable to correctly select the file, please contact our Support Team and ask for the zipped file to be emailed to you.
  7. Click Install.
  8. Click Commit.
  9. Your custom Pardot Fields will now appear in your Lead and Contact Records. You will also see the Prospect Activities View (pictured below) and Pardot Lists View appear in the Lead and Contact Records. Nothing additional needs to be done in Pardot.
SugarCRM Activities iframe Note: A custom tab will be installed for the Pardot LeadDeck application. Once installed, you may need to customize your view to actually display these fields. Note: Fields will automatically be appended with '_c' once they are created in SugarCRM. The following fields will appear in your lead and contact records after you have installed the package: Text Fields:
  • pi_grade (the prospect's grade is based on how well they fit your ideal customer profile)
  • pi_score (the prospect's score is based on implicit buying signals and activities on your site)
  • pi_campaign (the first touchpoint with the prospect)
Link Fields:
  • pi_url (a link to quickly access the prospect's profile in Pardot)
Text Area Fields:
  • pi_notes (any notes written by your users during lead assignment)
Date Fields:
  • pi_first_activity (the date of the prospect's first interaction with your marketing effort)
  • pi_last_activity (the date of the prospect's most recent interaction with your marketing effort)
  • pi_created_at (the date the prospect was created in Pardot)
Checkbox Fields:
  • pi_opt_out (if the prospect opted out by clicking the unsubscribe link in a Pardot email)
  • pi_do_not_email (if the prospect was removed from emails by a user in Pardot)
Also note: During this install and the steps above, the fields listed in our "How do Pardot default fields map to SugarCRM" article will be set up and synced between Pardot and SugarCRM. If you have additional custom fields in SugarCRM that need to be created in Pardot, you can follow our instructions on creating Pardot custom fields. During the custom field creation you will map the Pardot custom field to sync to the corresponding SugarCRM field.

Updating Your Pardot SugarCRM Installer Package

  1. Download the most recent Pardot SugarCRM Installer Package here. Version 37 is the most current package (released April 2014).
  2. Log into SugarCRM as an administrator.
  3. Click on Admin in the top right hand corner of SugarCRM's interface.
  4. Select Module Loader (located under Developer Tools).
  5. Click Choose File to select the download file.
  6. Select the file Pardot For Sugar v37. If you are unable to correctly select the file, please contact our Support Team and ask for the zipped file to be emailed to you.
  7. Click Install.
  8. Click Commit. Note that if you have a SugarOnDemand instance you will need to file a case with SugarCRM support to have them install the package for you as it uses several advanced methods.
Note: You do not need to uninstall your older Pardot package to install the newest package.

Release History

Note: The release history of the Pardot Installer Package below was compiled retroactively and may not be complete.

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