After Installing the Connector you can connect and create a Data Source for data in SugarCRM.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called SugarCRM by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for SugarCRM folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to SugarCRM

To establish a connection to SugarCRM, set URL to the URL associated with your SugarCRM account in the form http://{sugar crm instance}.com.

Authenticating to SugarCRM

To authenticate the connector to SugarCRM, set the following:

• User: The user of the SugarCRM account.
• Password: The password associated with the SugarCRM user.
• Platform (optional): If you're encountering a login conflict during authentication, set this to one of the platforms that you have created in the SugarCRM UI.

By default, SugarCRM uses the "sugar" client id for authentication, but users can optionally specify the client Id and client secret values of a custom app. See Creating a Custom OAuth Application for more information.

• OAuthClientId: Client Id of your custom OAuth app.
• OAuthClientSecret: Client secret of your custom OAuth app.

Caching SugarCRM Metadata

Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in Caching Metadata.

Next Step

See Using the Connector to create data visualizations.