Sugar CRM

Sugar CRM


Area external
Product Manager / Owner Amanda Bartell
Tech Lead Jon Stark
Description SugarCRM. System for managing members' accounts.
Staging URL
Production URLs
Quality No Sentry, no SONAR
Upstream data
Downstream data

SugarCRM. System for managing members’ accounts.

This is administered by Crossref staff. We work with Faye Systems to administer our Sugar installation.

Member accounts are managed here. Data is synchronised between Sugar and CS via MemberInfo, in both directions.

Data is sent from Sugar to our Intacct financial system when new accounts are set up in Sugar that require billing.

Sync processes run between Sugar and various other systems on a schedule.

  • memberinfo build syncs with sugar at 7am, 12pm, 4pm, and 8pm daily.
  • last deposit dates in sugar are updated daily at 5pm.
  • doi counts are updated in sugar at 6pm daily.
  • Act-On integration syncs with sugar daily at 7pm.
  • Intacct syncs accounts and invoices hourly