Create interface between SugarCRM and member web site(repost)
$100-300 USD
Cerrado
Publicado hace casi 15 años
$100-300 USD
Pagado a la entrega
I have a Drupal based membership site (restricted access) that is currently under development. I would like to create an interface between SugarCRM and this site that will automate granting access to members. SugarCRM is the master data source.
Interface specifics.
Create a bi-directional interface between Sugar CRM contact database and the members' access database based on values in custom fields (custom fields are already created). This will either grant or revoke access to the members' site.
Ensure and perform any further configuration to the members' database required for this process to run. Database exists and is functional with the members' site.
Other deliverable.
Prepare an email template for autoresponders for site members regarding their membership status.
## Deliverables
Requirements:
* Create screen in Drupal admin that allows this interface to be configured to link sugarcrm fields with the membership levels and set the synch interval. This will allow us to modify the synch script as the membership levels evolve.
* Use custom field (create if necessary) in Sugar contacts to show web membership.
* Create custom field(s) to store member information, such as the user's anonymous screen name.
* ensure functioning of current feature in assessment system (custom to gaian site) admin system of script which will create a contact in sugar and pass along information for custom field. (this lets people buy membership from the shopping cart, then have scripts create the contact.
* Create script or routine to read the Sugar contacts, find changes to the custom member site field and either a) create a new access to the site, or b) when unchecked, close access to the site.
* Modify introductory email (sent to member when access is created), to give access instructions.
* Create sign-up screen for first time into the site where the new member a) changes their system assigned password and b) selects an anonymous screen name.
* Modify the SugarCRM link from the member's administration site to pass through login information so that the administrator can work in sugar like a portal from the drupal site.