Tables
The connector models the data in SugarCRM as a list of tables in a relational database that can be queried using standard SQL statements.
CData Power BI Connector for SugarCRM Tables
| Name | Description |
| Accounts | Stores information about organizations, companies, or individuals that a business maintains relationships with. This table includes account names, contact details, industry classifications, revenue attributes, and ownership structures that are used for customer management, sales planning, and reporting. |
| ACLRoles | Stores Access Control List (ACL) role definitions. This table supports role-based authorization by grouping permission settings that determine user access capabilities across the system. |
| ArchiveRuns | Stores records of data archive execution events. This table helps administrators monitor data lifecycle operations and verify archive run outcomes. |
| Bugs | Stores defect and issue tracking records. This table supports product support workflows, root-cause analysis, and customer-reported problem resolution. |
| BusinessCenters | Stores information about business centers, including hours of operation and geographic service scope. This table supports scheduling logic, routing rules, and territory-based service management. |
| Calendar | Stores calendar configuration and view settings. This table supports personalized schedule visualization and shared activity coordination. |
| Calls | Stores call interaction records, including call details, participants, and status. This table supports sales communication tracking, follow-up workflows, and engagement reporting. |
| CampaignLog | Stores activity and response tracking data for marketing campaigns. This table supports performance attribution and engagement effectiveness analysis. |
| Campaigns | Stores marketing campaign configuration, scheduling, and targeting details. This table supports planning, execution, and performance evaluation across campaign channels. |
| CampaignTrackers | Stores tracking links that monitor campaign click-through and web engagement behavior. This table supports digital engagement analytics and response measurement. |
| Cases | Stores customer support case records. This table supports issue tracking, escalation management, service resolution workflows, and support performance reporting. |
| Categories | Stores hierarchical category definitions for organizing content and records. This table supports knowledge management, product classification, and list filtering. |
| ChangeTimers | Stores timing measurements that are associated with workflow transitions. This table supports service-level agreement (SLA) tracking and process performance analysis. |
| CJ_Forms | Stores Customer Journey form definitions and captured form submissions. This table supports guided selling, structured intake, and workflow-driven data collection. |
| CJ_WebHooks | Stores webhook endpoint configurations for Customer Journey automation events. This table supports real-time system integration and external process triggers. |
| CloudDrivePaths | Stores references to external cloud storage file locations. This table supports linking and retrieving documents that are stored outside the CRM system. |
| CommentLog | Stores threaded conversation entries that are attached to SugarCRM records. This table supports collaboration, context sharing, and discussion history tracking. |
| Comments | Stores user comment entries that provide additional context or commentary on records. This table supports communication history and annotation of business activity. |
| ConsoleConfiguration | Stores layout and configuration settings for the SugarCRM console interface. This table supports workspace customization and role-based dashboard experiences. |
| Contacts | Stores contact records representing individual people who are associated with accounts, opportunities, or leads. This table supports relationship management, communication workflows, and customer engagement activities. |
| Contracts | Stores contract agreement records and renewal details. This table supports contract lifecycle management, obligation tracking, and renewal planning. |
| ContractTypes | Stores contract type classification records. This table supports contract grouping, reporting segmentation, and standardized contract processing. |
| Currencies | Stores currency definitions and exchange rates. This table supports multi-currency transaction handling and standardized monetary value conversion. |
| CustomQueries | Stores saved query definitions that are used for advanced filtering or custom reporting. This table supports analytics, integration queries, and dataset reusability. |
| Dashboards | Stores dashboard configuration and component layout details. This table supports personalized workspace views, KPI visualization, and user productivity optimization. |
| DataArchiver | Stores rules and configurations for archiving historical data. This table supports data governance, storage optimization, and system performance tuning. |
| DataPrivacy | Stores data privacy request and consent management records. This table supports compliance with privacy regulations and customer data handling preferences. |
| DataSets | Stores dataset definitions that structure reporting and analytics output. This table supports visualization, metric aggregation, and cross-module data modeling. |
| DocumentMerges | Stores configuration rules that are used for document generation and template merging. This table supports automated production of customer-facing documents. |
| DocumentRevisions | Stores historical revisions of documents. This table supports version history tracking, rollback, and document change auditing. |
| Documents | Stores document metadata and content references. This table supports file storage, sharing, and record attachment workflows. |
| DocumentTemplates | Stores reusable document templates that define formatting and layout. This table supports standardized document generation across business processes. |
| DocuSignEnvelopes | Stores metadata for electronically signed document envelopes. This table supports signature tracking, validation, and document completion workflows. |
| DRI_SubWorkflows | Stores execution instances of Customer Journey sub-processes. This table supports step-level progress monitoring and guided interaction flows. |
| DRI_SubWorkflow_Templates | Stores template definitions for Customer Journey sub-process models. This table supports reusable, repeatable workflow patterns. |
| DRI_Workflows | Stores execution instances of Customer Journey workflows. This table supports journey progress tracking and customer engagement orchestration. |
| DRI_Workflow_Task_Templates | Stores reusable task templates for Customer Journey workflows. This table supports consistent task sequencing and repeatable engagement actions. |
| DRI_Workflow_Templates | Stores master Customer Journey workflow templates. This table supports guided selling and structured engagement program design. |
| EAPM | Stores External Account Password Management (EAPM) configuration and credential records. This table supports secure authentication and integration with third-party services. |
| EmailAddresses | Stores email address records that are linked to users, contacts, leads, and other entities. This table supports communication routing, contact identity resolution, and email activity tracking. |
| EmailMarketing | Stores records for marketing email campaign configuration and scheduling. This table supports campaign automation, outreach workflows, and performance reporting. |
| EmailParticipants | Stores participant relationships for email messages, including senders and recipients. This table supports communication tracking and collaboration analysis. |
| Emails | Stores inbound, outbound, and archived email message data. This table supports messaging history, communication audit, and engagement timelines. |
| EmailTemplates | Stores reusable email templates in text and HTML formats. This table supports consistent messaging, automated notifications, and campaign execution. |
| EmbeddedFiles | Stores embedded binary file attachments that are linked to CRM entities. This table supports documentation, artifact sharing, and reference file management. |
| Employees | Stores employee profile and account identity records used for authentication and internal user management. This table supports organizational structure representation and access control. |
| Escalations | Stores escalation request and resolution tracking records. This table supports service-level issue prioritization and response accountability. |
| ExternalUsers | Stores external portal user identities. This table supports partner, customer, or outside-user access to portal-based functionality. |
| Filters | Stores reusable filter and list-view configuration definitions. This table supports personalized data exploration, quick retrieval, and workflow efficiency. |
| ForecastManagerWorksheets | Stores forecast review worksheets that are created by managers during forecast roll-up cycles. This table supports collaborative forecast validation and revenue planning oversight. |
| Forecasts | Stores forecast values and planning data that are associated with specific time periods. This table supports performance tracking, revenue planning, and sales outlook analysis. |
| ForecastWorksheets | Stores individual user-level forecast worksheet entries. This table supports personalized pipeline assessment and forecasting adjustments. |
| Geocode | Stores geographic coordinate data that is derived from address fields. This table supports mapping, territory management, and proximity-based analytics. |
| HintAccountsets | Stores grouped account insights that are generated by Sugar Hint. This table supports enriched company intelligence and account research. |
| HintEnrichFieldConfigs | Stores configuration data that determines which fields are enriched by Sugar Hint. This table supports automated data enhancement and profile completion workflows. |
| HintNewsNotifications | Stores news and article notification records that are surfaced through Sugar Hint data enrichment. This table helps users stay aware of relevant company and contact updates that support research and engagement planning. |
| HintNotificationTargets | Stores routing and delivery configuration for Sugar Hint notification events. This table determines which users or systems receive enriched news and intelligence alerts. |
| Holidays | Stores records representing holidays and non-working dates. This table supports scheduling logic, resource planning, and automatic date adjustments in calendaring workflows. |
| InboundEmail | Stores configuration settings for inbound email accounts that are connected to SugarCRM. This table supports automated mailbox retrieval, assignment rules, and routing of email messages into CRM records. |
| KBArticles | Stores knowledge base (KB) article summary records such as titles, publishing details, and classification fields. This table supports customer self-service access, internal knowledge sharing, and case resolution workflows. |
| KBContents | Stores version-level content for knowledge base (KB) articles, including article body text and status metadata. This table supports version control, editorial review processes, and multi-language publication. |
| KBContentTemplates | Stores reusable content templates for authoring knowledge base (KB) articles. This table ensures consistent formatting and structure across published support and informational documents. |
| KBDocuments | Stores document references that are linked to knowledge base (KB) articles. This table supports attachments, supplemental reference materials, and documentation enhancements. |
| Leads | Stores prospective customer records representing individuals or organizations that might convert into opportunities. This table supports lead qualification, nurturing workflows, and conversion tracking into contacts, accounts, and opportunities. |
| Manufacturers | Stores manufacturer reference details used within product catalogs. This table supports supply chain tracking, vendor sourcing, and product grouping. |
| Meetings | Stores records representing scheduled meetings and meeting occurrences. This table supports appointment coordination, sales engagement tracking, and collaboration scheduling. |
| Messages | Stores records that represent message conversations and threaded communication. This table supports collaborative discussions and contextual communication history linked to CRM records. |
| Metrics | Stores configuration details for metric definitions that drive pipeline and performance visualization. This table supports reporting dashboards and role-based KPIs. |
| MobileDevices | Stores records representing mobile devices that are registered to access SugarCRM. This table supports device authentication, audit logging, and mobile security enforcement. |
| Notes | Stores user-authored notes and supplemental descriptive information that are linked to CRM records. This table supports collaboration, annotation of activity history, and contextual business documentation. |
| Notifications | Stores notification events that inform users of system changes, assignments, or activity updates. This table supports engagement awareness and timely workflow participation. |
| OAuthKeys | The OAuthKeys table. |
| OAuthTokens | The OAuthTokens table. |
| Opportunities | Stores revenue opportunity records representing potential deals in the sales pipeline. This table supports forecasting, sales stage progression, and revenue planning. |
| OutboundEmail | Stores configuration for outbound email servers and sending profiles. This table supports system-generated notifications and user-initiated messaging. |
| PdfManager | Stores PDF template definitions and formatting layouts. This table supports automated PDF generation for quotes, proposals, and reporting. |
| pmse_Business_Rules | Stores rule definitions that are used within the Advanced Workflow engine to drive conditional automation. This table supports decision logic execution across workflow paths. |
| pmse_Emails_Templates | Stores email templates that are used by Advanced Workflow processes. This table supports automated messaging and process-driven communication. |
| pmse_Inbox | Stores workflow task records that are assigned to users within the Advanced Workflow engine. This table supports queue management, task routing, and approval tracking. |
| pmse_Project | Stores model definitions for the Advanced Workflow process. This table supports business process automation and lifecycle management. |
| ProductBundleNotes | Stores descriptive notes that are associated with product bundles. This table supports documentation, internal context, and quoting rationale for bundled offerings. |
| ProductBundles | Stores records that represent bundled product groupings. This table supports multi-item pricing, quoting, and packaged sales offerings. |
| ProductCategories | Stores hierarchical category definitions for organizing products. This table supports catalog browsing, segmentation, and classification. |
| Products | Stores standard product records that are available for quoting and order processing. This table supports catalog management, pricing, and sales enablement. |
| ProductTemplates | Stores reusable template records that define product configuration defaults. This table supports consistent product setup and catalog scalability. |
| ProductTypes | Stores product type classification values. This table supports segmentation, reporting, and filtering of product offerings. |
| Project | Stores project records representing structured work initiatives. This table supports project planning, resource scheduling, and execution oversight. |
| ProjectTask | Stores task records that are associated with projects. This table supports task assignment, progress tracking, and project activity management. |
| ProspectLists | Stores targeted prospect list definitions that are used for marketing outreach. This table supports segmentation, campaign targeting, and audience selection. |
| PubSub_ModuleEvent_PushSubs | Stores push subscription configurations for module event notifications. This table supports real-time integration and event-driven automation. |
| PurchasedLineItems | Stores individual purchase line-item records. This table supports purchase history analysis, revenue attribution, and customer value insights. |
| Purchases | Stores summarized purchase records that are linked to accounts or contacts. This table supports customer lifecycle management and sales effectiveness analysis. |
| PushNotifications | Stores records representing push notification events that are delivered to users or devices. This table supports real-time engagement and alert-driven workflows. |
| Quotas | Stores sales quota assignments for users or teams over specific time periods. This table supports performance measurement and goal tracking. |
| Quotes | Stores sales quote records containing pricing proposals for potential deals. This table supports deal negotiation, approval workflows, and quote-to-order execution. |
| Releases | Stores software release and versioning records. This table supports deployment management and compatibility tracking. |
| ReportMaker | Stores report template and layout configuration records. This table supports custom reporting and analytics generation. |
| Reports | Stores report definitions and display parameters. This table supports operational reporting, metrics visualization, and data analysis. |
| ReportSchedules | Stores schedules that control automated report generation and delivery. This table supports recurring analytics distribution and scheduled insights. |
| RevenueLineItems | Stores granular revenue projection and forecast line items. This table supports stage-based forecasting and revenue analytics. |
| SavedSearch | Stores saved search definitions for reusable filtering criteria. This table supports quick recall of commonly used list views and data queries. |
| Schedulers | Stores scheduled job definitions and execution metadata. This table supports automated background processing and timed workflow tasks. |
| ShiftExceptions | Stores schedule exception records that are related to shift assignments. This table supports workforce planning and conflict resolution. |
| Shifts | Stores shift schedule assignments for users or resources. This table supports operational staffing and availability planning. |
| Shippers | Stores shipping provider records that are used in fulfillment workflows. This table supports order fulfillment and logistics management. |
| Styleguide | Stores UI configuration and styling guidelines. This table supports interface consistency and user experience standardization. |
| Subscriptions | Stores subscription and feed-follow relationships. This table supports record tracking, content syndication, and notification preference management. |
| SugarFavorites | Stores references to user-favorited records. This table supports quick navigation and personalized workspace organization. |
| SugarLive | Stores communication session details for SugarLive interactions. This table supports real-time customer engagement and conversation tracking. |
| Tags | Stores free-form tag values that are applied to records for classification. This table supports search, discovery, and categorization workflows. |
| Tasks | Stores task and to-do activity records. This table supports personal organization, follow-up tracking, and workflow execution. |
| TaxRates | Stores tax rate definitions used in pricing and billing. This table supports financial compliance and transaction accuracy. |
| TeamNotices | Stores announcements that are broadcast to team members. This table supports internal communication and organization-wide updates. |
| Teams | Stores team definitions that determine row-level access and shared ownership. This table supports collaboration and access control. |
| TimePeriods | Stores time period structures that are used in forecasting and reporting. This table supports standardized analysis intervals and planning cycles. |
| TrackerPerfs | Stores performance tracking metrics for user or system activity. This table supports system performance optimization and usage monitoring. |
| TrackerQueries | Stores logged query-execution records. This table supports diagnostic analysis and query performance tuning. |
| Trackers | Stores user and system activity tracking records. This table supports operational analytics, historical review, and audit trails. |
| TrackerSessions | Stores user session metadata. This table supports authentication tracking and session governance. |
| Users | Stores user account and profile records. This table supports identity management, access control, and user authentication. The maximum page size for this table is 20. |
| UserSignatures | Stores saved email signature templates for users. This table supports consistent branding and personalization in outbound emails. |
| VisualPipeline | Stores configuration settings for pipeline visualization dashboards. This table supports graphical opportunity review and sales stage analysis. |
| WebLogicHooks | Stores configuration for custom business logic hooks that are triggered by system events. This table supports extensibility and integration workflows. |
| WorkFlow | Stores rule definitions for legacy workflow processes. This table supports automated condition-based workflow execution for older workflow components. |
The connector can also expose custom modules on your SugarCRM account that are not mentioned in the Tables. You can query against these custom modules as with any other table. Additionally, you can query against custom fields of standard modules.