Connecting to SugarCRM

For Spectrum™ Technology Platform to access data in SugarCRM, you must define a connection to SugarCRM using the Management Console. Once you do this, you can create flows in Enterprise Designer that can read data from, and write data to, SugarCRM. Both on-line and on-premise versions of SugarCRM are supported.
Note: This connection is for use in the Metadata Insights module.
  1. Open Management Console.
  2. Go to Resources > Data Sources.
  3. Click the Add button .
  4. In the Name field, enter a name for the connection. The name can be anything you choose.
    Note: Once you save a connection you cannot change the name.
  5. In the Type field, choose SugarCRM.
  6. Enter your SugarCRM user name and password.
  7. In the URL field, enter the URL of the SugarCRM account to be used for this connection.
  8. Enter the Client Id and Client Secret of your SugarCRM account.
  9. To test the connection, click Test.
  10. Click Save.