Connecting to SugarCRM

Concept Information

ACCESSDATA command

SugarCRM is open source Customer Relationship Management (CRM) software. You can use the SugarCRM data connector to import your organization's SugarCRM data.

Note

The SugarCRM data connector is provided by our data partner, CData. For information about any of the connection fields, refer to the documentation available at the CData website.

Before you start

To connect to SugarCRM, you must gather the following:

  • API version of SugarCRM installed
  • URL of the SugarCRM account
  • credentials to connect to the SugarCRM account

For help gathering the connection prerequisites, contact the SugarCRM administrator in your organization. If your administrator cannot help you, you or your administrator should contact SugarCRM Support.

Create a SugarCRM connection

  1. From the Analytics main menu, select Import > Database and application.
  2. From the New Connections tab, in the ACL DSN Connectors (Bundled) section, select SugarCRM.

    Tip

    You can filter the list of available connectors by entering a search string in the Filter connections box. Connectors are listed alphabetically.

    The DSN Configuration dialog box appears.

  3. In the DSN Configuration dialog box, click Show Required.
  4. Provide values for the required fields, if any.
  5. Click Test Connection.

    Note

    When you click the Test Connection button, it validates whether the connection and authentication details provided are correct. If you click OK without clicking Test Connection, the connection details are saved without any validation and may not work later if the values provided are incorrect.

    The log-in page for SugarCRM appears.

  6. Provide the connection details and authenticate your log-in.

    When the connection is successful, a dialog box opens displaying a success message.

  7. Click OK in the dialog box that appears.

    The connection to SugarCRM is established successfully.

  8. In the DSN Configuration dialog box, click OK.

The connection for SugarCRM is saved to the Existing Connections tab. In the future, you can reconnect to SugarCRM from the saved connection.

Once the connection is established, the Data Access window opens to the Staging Area and you can begin importing data. For help importing data from SugarCRM, see Working with the Data Access window.

Rename the connection

When you create the SugarCRM data connector, you cannot provide a Connection name of your choice and the connection is saved to the Existing Connections tab with the same name as your data source. If you want to rename it, navigate to the Existing Connections tab, expand the ACL Connectors (DSN) section, click the ellipsis icon corresponding to SugarCRM and select Rename connection.