The integration of SugarCRM with WHMCS will ensure a better management of the relations with the clients, creating and maintaining campaigns or/and managing leads. In SugarCRM every user can be part of a group, every group can have different access rights, so every user can see only certain records.
This process involves migrating data, from WHMCS to SugarCRM, between every major module of WHMCS and SugarCRM, Clients – Account, Billing – Opportunities, Support – Cases.
Clients to Accounts
When a new client is created in WHMCS, immediately when the save process has ended, the data about the client is send to SugarCRM. Based on the data a new Account. This process is repeated when the Client is edited, either by the admin or by the client and the Account in SugarCRM is updated with the new edited data.
Client`s Contacts to Contacts
When a new contact is associated to a client in WHMCS, immediately when the save process has ended, the data about the contact is send to SugarCRM. Based on the data a new Contact in SugarCRM is created. Every Contact is associate to the client`s associated Account. This process is repeated when the Contact is edited, either by the admin or by the client and the Contact in SugarCRM is updated with the new edited data.
Invoices to Opportunities
Once an invoice is created, automatically or by hand, in WHMCS, an opportunity will be created in SugarCRM. It will be associated with the appropriate account (client).
The items from the invoice will be added in the Poduct Catalog, if they do not already exist, and then added to the opportunity’s list of items.
When crating payments to an invoice, the status of the opportunity will be changed and in the Payment module a new entry will be created. The newly created entry will be related to the opportunity.
The refund, from WHMCS, will be also created, in SugarCRM, as payments but with a negative value and the status of “Refund”.
Invoices can also be created from the SugarCRM instance and pushed to WHMCS, but only if the client and products exist in the WHMCS system.
Support tickets to Cases
All the tickets from WHMCS are submitted in the SugarCRM instance as a Case. All WHMCS replays to a ticket, will also be saved in the Case module in the history subpanel as notes or email.
Cases to Invoices in WHMCS
The worked time on that case, and the dates when the work was done can be saved in the “Billable Hours” module.
When the status of the case is changed to “Completed & Invoiced” a new invoice will be created in WHMCS under the related client of the case`s account. For the new invoice added in WHMCS a new opportunity will be created and will have a reference to the case, from which the invoice was created.
If the case is edited after the status was changed to “Completed & Invoiced”, the changes will not be sent to WHMCS.