Data Model
The CData Power BI Connector for SugarCRM models entities in the SugarCRM API as an easy-to-use SQL database, using tables, views, and stored procedures. When you connect, the driver automatically retrieves the available entities and their metadata. Changes that you make in SugarCRM (for example, adding modules and fields or updating field types) are reflected immediately the next time that you connect.
The driver also supports custom modules and custom fields. You can query custom modules just like standard modules, and custom fields appear alongside the other columns in the corresponding tables or views.
Tables
The Tables section, which details standard SQL tables, and the Views section, which lists read-only SQL tables, contain samples of what you might have access to in your SugarCRM account. The following table includes a list of common tables and views:| Table | 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. |
| Activities | Provides a unified view of interactions such as calls, meetings, tasks, and emails across modules. This view helps users track engagement history and follow-up activity for accounts, contacts, and opportunities. |
| Campaigns | Stores marketing campaign configuration, scheduling, and targeting details. This table supports planning, execution, and performance evaluation across campaign channels. |
| Calls | Stores call interaction records, including call details, participants, and status. This table supports sales communication tracking, follow-up workflows, and engagement reporting. |
| Cases | Stores customer support case records. This table supports issue tracking, escalation management, service resolution workflows, and support performance reporting. |
| 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. |
| 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. |
| Emails | Stores inbound, outbound, and archived email message data. This table supports messaging history, communication audit, and engagement timelines. |
| 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. |
| Meetings | Stores records representing scheduled meetings and meeting occurrences. This table supports appointment coordination, sales engagement tracking, and collaboration scheduling. |
| 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. |
| Opportunities | Stores revenue opportunity records representing potential deals in the sales pipeline. This table supports forecasting, sales stage progression, and revenue planning. |
| Products | Stores standard product records that are available for quoting and order processing. This table supports catalog management, pricing, and sales enablement. |
| Quotes | Stores sales quote records containing pricing proposals for potential deals. This table supports deal negotiation, approval workflows, and quote-to-order execution. |
| Relationships | Provides metadata describing how tables and records are related within SugarCRM. This view supports data modeling, dependency mapping, and relational schema analysis. |
| RevenueLineItems | Stores granular revenue projection and forecast line items. This table supports stage-based forecasting and revenue analytics. |
| 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. |
| Teams | Stores team definitions that determine row-level access and shared ownership. This table supports collaboration and access control. |
| 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. |