Version 24.2.9064

• Establish a Connection
• More Information

You can use the SuiteCRM connector from the CData Sync application to capture data from SuiteCRM 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 SuiteCRM, you first must establish a connection to SuiteCRM. Follow these steps to connect SuiteCRM 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 SuiteCRM 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 for your SuiteCRM account (for example, http://YourSuiteCRMInstance.com.).

   • Schema - Select the schema that you want to use. The default schema is suitecrmv4.

   • Auth Scheme - The default scheme is Basic when you set the schema to suitecrmv4. For this setting, specify your login credentials:

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

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

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 SuiteCRM, see SuiteCRM Connector for CData Sync.