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Introduction

A SugarCRM connection is configured via the SugarCRM connector to establish access to an account on the SugarCRM server. Once a connection is established, you can configure one or more SugarCRM activities associated with that connection to use as a source or target within an operation.

Creating or Editing a SugarCRM Connection

From the design canvas, open the Connectivity tab of the design component palette:

Connectivity tab

To configure a new SugarCRM connection, within the Connectors filter, click the SugarCRM connector block:

Connectivity tab

To configure an existing SugarCRM connection, within the Endpoints filter, double-click the SugarCRM connection block:

Connectivity tab

This will open a configuration screen for the SugarCRM connection, covered next.

Configuring a SugarCRM Connection

Configuration of a SugarCRM connection includes these fields:

Connectivity tab

TIP: Fields with a variable icon Variable icon support using global variables, project variables, and Jitterbit variables. Begin typing an open square bracket [ into the field or click the variable icon to display existing variables to choose from.

  • EndPoint Name: Enter a name to use to identify the SugarCRM connection. The name must be unique for each SugarCRM connection and must not contain forward slashes (/) or colons (:).

  • Hostname: Enter the SugarCRM Hostname.

  • Client ID: Enter the SugarCRM Client ID.

  • Username: Enter the SugarCRM Username.

  • Password: Enter the SugarCRM Password.

  • Test: Click this button to verify the connection. The server will check only that the specified user can make a connection.

  • Save Changes: Click this button to save and close the connection configuration.

  • Discard Changes: After making changes to a new or existing configuration, click Discard Changes to close the configuration without saving. A message will ask you to confirm that you want to discard changes.

  • Delete: After opening an existing connection configuration, click Delete to permanently delete the connection from the project and close the configuration (see Component Dependencies, Deletion, and Removal).

Next Steps

After configuring a SugarCRM connection, you can configure one or more SugarCRM activities associated with that connection to use as a source or target within an operation. For more information, see these pages:

  • Get Contacts: A SugarCRM get contacts activity retrieves all the contacts from a SugarCRM connection and is used as a source in an operation.

  • Create Contacts: A SugarCRM create contacts activity creates new contacts at a SugarCRM connection and is used as a target in an operation.

  • Update Contacts: A SugarCRM update contacts activity updates existing contacts at a SugarCRM connection and is used as a target in an operation.

  • Delete Contacts: A SugarCRM delete contacts activity deletes contacts from a SugarCRM connection and is used as a target in an operation.

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Last updated:  May 06, 2019

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