Configure a Connection Profile

From the CData ribbon, click Get Data and select From SugarCRM connection/s to launch the CData Query window. To setup a new connection, you will have to click the New SugarCRM Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

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 add-in 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.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to SugarCRM you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with SugarCRM data, such as using the available CData Excel Functions.