Version 25.3.9396

• Add the SugarCRM Connector
• Authenticate to SugarCRM
• Complete Your 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.

Add the SugarCRM Connector

To enable Sync to use data from SugarCRM, you first must add the connector, as follows:

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 to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SugarCRM connector. For more information about installing new connectors, see Connections.

Authenticate to SugarCRM

After you add the connector, you need to set the required properties.

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

• 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.

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

Complete Your Connection

To complete your connection:

1. For API Version, enter your version of SugarCRM. The default version is v11.

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

3. Click Create & Test to create your connection.

More Information

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