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:
To configure a new SugarCRM connection, within the Connectors filter, click the SugarCRM connector block:
To configure an existing SugarCRM connection, within the Endpoints filter, double-click the SugarCRM connection block:
This will open a configuration screen for the SugarCRM connection, covered next.
Configuring a SugarCRM Connection
Configuration of a SugarCRM connection includes these fields:
TIP: Fields with a 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).
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.
Last updated: May 06, 2019
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