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Domo

SugarCRM Connector

Version 2

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=sugarcrm

Intro

SugarCRM produces the web application Sugar, a customer relationship management system that is available in both open-source and commercial open-source applications. You can use Domo's SugarCRM connector to retrieve data about employees, notifications, records by module, and more. To learn more about the SugarCRM API, visit their website. ( http://support.sugarcrm.com/Document...ces/index.html ).

The SugarCRM connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your SugarCRM account in the Data Center. This topic discusses the fields and menus that are specific to the SugarCRM connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

  • Lead management

  • Pipeline management

  • Sales management

  • Customer relationship management

Primary Metrics

  • Leads

  • MQL

  • SAO

  • Closed Deals

  • Won Deals

  • Average Deal Size

  • Open Opportunities

Primary Company Roles

Marketing, sales

Average Implementation Time

10-15 hours

Ease of Use (on a 1-to-10 scale with 1 being easiest)

5

Prerequisites

To connect to your company SugarCRM instance and create a DataSet, you must have the following:

  • The host URL for your company's SugarCRM instance

  • Your SugarCRM username and password

  • Your SugarCRM client ID (which you can find in the SugarCRM Admin page under OAuth Keys; sugar is the default client ID for API access) 

Connecting to Your SugarCRM Account

This section enumerates the options in the Credentials and Details panes in the SugarCRM Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your SugarCRM account. The following table describes what is needed for each field:

Field/Menu

Description

Username

Enter your SugarCRM username.

Password

Enter your SugarCRM password.

Host

Enter the host URL for your company's SugarCRM instance. For example: https://domo.sugarondemand.com

Client ID

Enter your SugarCRM client ID (sugar is the default client ID for API access).

Once you have entered valid SugarCRM credentials, you can use the same account any time you go to create a new SugarCRM DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Report menu, along with various other menus that may or may not appear depending on your selected report.

Menu

Description

Report

Select a SugarCRM report. The following reports are available:

Dashboards

Returns the authenticated user's dashboards.

Employees

Returns a list of employees.

Notifications

Returns a list of notifications.

Records by Module

Returns a list of records for the selected module.

Users

Returns a list of users. 

 

Select the Module

Select the module with data you want to extract. If your module is not listed, enter the name of the desired module in the Module Name field.

Module Name (Optional)

If your desired module is not listed in the module list, enter the name here. This name is case-sensitive. 

Select the Fields

Select the fields to retrieve for each record.

Additional Field Names to Retrieve

Enter a comma-separated list of names of additional fields you want to retrieve.

Deleted Records

Select Yes to import deleted records in your report; otherwise select No.

Select the Date Filter

Select the date field you want to filter data on.

Duration 

Select whether you want to pull data for a specific date or a date range. 

Report Date 

Select whether the report data is for a specific date or for a relative number of days back from today. 

Select Specific Date 

Select the date for the report. 

Days Back

Enter the number of past days that should appear in the report.  

Start Date

Specify whether the first date in your date range is a specific or relative date. You select the last date in your range in End Date

End Date

Specify whether the second date in your date range is a specific or relative date. You select the first date in your range in Start Date.  

Select Specific Start Date

Select the first date in your date range. 

Select Specific End Date

Select the second date in your date range. 

Days Back to Start From

Enter the number of the farthest day back that should be represented in the report. Combine with Days Back to End At to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Days Back to End At

Enter the number of the most recent day back that should be represented in the report. Combine with Days Back to Start From to create a range of represented days.

For example, if you entered 10 for Days Back to Start From and 5 for Days Back to End At, the report would contain data for 10 days ago up until 5 days ago.

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.