The CData Tableau Connector for SugarCRM models SugarCRM modules as relational tables.

Table definitions are dynamically retrieved. The connector connects to SugarCRM and gets the list of tables and the metadata for the tables by calling the appropriate Web services.

Any changes you make to your SugarCRM account, such as adding a new table, or adding new columns, or changing the data type of a column, are immediately reflected when you connect using the connector.

The connector can also expose custom modules on your SugarCRM account that are not mentioned in the Tables section. You can query these custom modules like any other table. Additionally, you can query custom fields of standard modules.

The following sections show the sample table definitions that are included in the SugarCRM development environment.

Tables

The connector models the SugarCRM development environment sample tables, such as Account, Asset, and Campaign as relational Tables.

Views

The Audit module is modeled as a read-only view. See Views for more information.

Stored Procedures

Stored Procedures are function-like interfaces to SugarCRM. They can be used to download SugarCRM files and create custom schemas.