Version 24.2.9064

• Establish a Connection
• More Information

You can use the SugarCRM connector from the CData Sync application to capture data from SugarCRM and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from SugarCRM, you first must establish a connection to SugarCRM. Follow these steps to connect SugarCRM to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the SugarCRM row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • URL - Enter the URL that is associated with your SugarCRM account (for example, http://YourSugarCRMInstance.com).

   • User - Enter the username that you use to authenticate to your SugarCRM account.

   • Password - Enter the password that you use to authenticate to your SugarCRM account.

   • API Version - Select your version of SugarCRM. The default version is v11.

6. Click Create & Test to create the connection.

7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and SugarCRM, see SugarCRM Connector for CData Sync.