Registering a platform value on SugarCRM

This step is necessary to connect Squiz Connect to your SugarCRM instance, and is one of the tasks required in the authentication process of SugarCRM component.

Prerequisites / background

If using a version of SugarCRM released after their Winter '18 release, you must register a platform on your SugarCRM instance.

Steps

  1. As an admin on your SugarCRM instance, go to the Administration panel

    screenshot from 2017-09-21 10-16-21

  2. Select Configure API Platforms

    screenshot from 2018-05-04 11-58-04

  3. Enter a value of your choosing for the new platform and click Add and then Save.

    screenshot from 2018-05-04 12-03-31

Next