IMan Setup

System Connector Setup

When setting up the System Connector within IMan be sure to set the connection string to the root of the URI for the SageCRM installation.

The screenshot below shows the connection string for a SageCRM that is installed on the same server (i.e. localhost), CRM70 is the application id provided during installation.

CRM 7.1 sites and above should use lowercase for the application id, i.e. the second part of the URL.

In the example above, ‘CRM70’ would be ‘crm70’.

  • System ID
    • A unique identifier
  • System Type
    • Set to ‘Sage CRM’
  • Version
    • Select the option relevant for the version of Sage you’re targeting
  • Connection String
    • The connection string should be the host and application id where SageCRM is installed. For sites on versions 7.1 and above the application section should be in lower case.
  • Username
  • Password
    • The password for the CRM user
  • Company Id
    • Leave blank