Connections

From Accelerator

This page is to help you set up your Sage CRM connection

When you first open the app it will prompt you to create a connection.

Ac connection1.png

Click the PLUS (+) button and you will see a dialog

Ac connection2.png

1. Enter in your CRM url in one fo the formats

 * https://crm.yourserver.com/CRM/
 * http://yourserver/CRM/

2. CRM Username

3. CRM User password

4. Remember me (stores the password)

5. Connection name - Internal name

6. Connection Caption - The text you see in the screen

7. Enabled - Tab is not shown if not enabled

8. Connect - Tries to login and saves the connection details


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Troubleshoot

Help ref# 77342

If you get a CORS issue like the image below

Ac corsissue.png

It could be an issue with your web.config in that it is missing the CORS xml code

On your CRM server open "custompages/sagecrmws/web.config" and search for the "<system.webServer>" section.

You should see a number of "Access-Control-Allow-..." options within the "<system.webServer>" section.

 <system.webServer>
   <httpProtocol>
     <customHeaders>
       <add name="Access-Control-Allow-Origin" value="*" />
       <add name="Access-Control-Allow-Headers" value="*" />
       <add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" />
       <add name="Access-Control-Allow-Credentials" value="true" />
     </customHeaders>
   </httpProtocol>

....leave any code in between thats there already...and do not copy this line in :)

 </system.webServer>

If you do not see it then add it in.

Add in the section

   <httpProtocol>
     <customHeaders>
       <add name="Access-Control-Allow-Origin" value="*" />
       <add name="Access-Control-Allow-Headers" value="*" />
       <add name="Access-Control-Allow-Methods" value="GET,PUT,POST,DELETE,PATCH,OPTIONS" />
       <add name="Access-Control-Allow-Credentials" value="true" />
     </customHeaders>
   </httpProtocol>

between

 <system.webServer>

and

 </system.webServer>

No need to restart IIS or anything. Just save the file.