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Sugar CRM

Sugar CRM

Setup Guide

Follow these steps to connect Sugar CRM to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Sugar CRM into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter the URL of the Sugar CRM account.

  6. In the User field, enter the Sugar CRM username for authentication.

  7. Enter the user password in the Password field.

  8. At the top of the CData Connect Cloud Add Sugar CRM Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

For more information about interactions between CData Connect Cloud and Sugar CRM, see this information page.