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SugarCRM connection

Introduction

A SugarCRM connection, created using the SugarCRM connector, establishes access to SugarCRM. Once a connection is configured, you can create instances of SugarCRM activities associated with that connection to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Note

This connector supports the Enable Re-authentication on Change organization policy. If enabled, a change to the Hostname, Client ID, or Username in this connection requires users to re-enter the Password for the connection.

Create or edit a SugarCRM connection

A new SugarCRM connection is created using the SugarCRM connector from one of these locations:

An existing SugarCRM connection can be edited from these locations:

Configure a SugarCRM connection

Each user interface element of the SugarCRM connection configuration screen is described below.

SugarCRM connection configuration

Tip

Fields with a variable icon Variable icon support using global variables, project variables, and Jitterbit variables. Begin either by typing an open square bracket [ into the field or by clicking the variable icon to display a list of the existing variables to choose from.

  • Connection Name: Enter a name to use to identify the connection. The name must be unique for each SugarCRM connection and must not contain forward slashes / or colons :. This name is also used to identify the SugarCRM endpoint, which refers to both a specific connection and its activities.

  • Hostname: Enter the SugarCRM hostname.

  • Client ID: Enter the SugarCRM client ID.

  • Username: Enter the SugarCRM username.

  • Password: Enter the SugarCRM password.

  • Test: Click to verify the connection using the provided configuration. When the connection is tested, the latest version of the connector is downloaded by the agent(s) in the agent group associated with the current environment. This connector supports suspending the download of the latest connector version by using the Disable Auto Connector Update organization policy.

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

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

  • Delete: After opening an existing connection configuration, click to permanently delete the connection from the project and close the configuration (see Component dependencies, deletion, and removal). A message asks you to confirm that you want to delete the connection.

Next steps

After a SugarCRM connection has been created, you place an activity type on the design canvas to create activity instances to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).

Menu actions for a connection and its activity types are accessible from the project pane and design component palette. For details, see Actions menus in Connector basics.

These activity types are available:

  • Get Contacts: Retrieves contacts from SugarCRM and is intended to be used as a source in an operation.

  • Delete Contacts: Deletes contacts from SugarCRM and is intended to be used as a target in an operation.

  • Create Contacts: Creates new contacts in SugarCRM and is intended to be used as a target in an operation.

  • Update Contacts: Updates existing contacts in SugarCRM and is intended to be used as a target in an operation.