Establishing a Connection
Enabling SSIS in Visual Studio 2022
If you're using Visual Studio 2022, you will need to install the SQL Server Integration Services Projects extension to use SSIS.
- Navigate to Extensions > Manage Extensions.
- In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
- Click Download.
- Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
- Open Visual Studio. There should now be an "Integration Services Project" project template available.
Adding the SugarCRM Connection Manager
Create a new connection manager as follows:
- Create a Visual Studio project with the "Integration Services Project" template.
- In the project, right-click within the Connection Managers window and select New Connection from the menu.
- In the Description column, select CData SugarCRM Connection Manager and click Add...
- Configure the component as described in the next section.
Alternatively, if you have an existing project and CData SugarCRM Source or CData SugarCRM Destination:
- Right-click your CData SugarCRM source or destination component in your data flow
- Select Edit... to open an editor window.
- Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
- Configure the component as described in the next section.
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 component 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.