Connecting to SugarCRM
-
Access the Data Sources page using one of these
modules:
- Management Console:
- Access Management Console using the URL:
http://server:port/managementconsole,
where server is the server name or IP address of
your Spectrum™ Technology Platform server and
port is the HTTP port used by Spectrum™ Technology Platform.Note: By default, the HTTP port is 8080.
- Go to Resources > Data Sources.
- Metadata Insights:
- Access Metadata Insights using the URL:
http://server:port/metadata-insights,
where server is the server name or IP address of
your Spectrum™ Technology Platform server and
port is the HTTP port used by Spectrum™ Technology Platform.Note: By default, the HTTP port is 8080.
- Go to Data Sources.
- Click the Add button .
-
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.
- In the Type field, choose SugarCRM.
- Enter your SugarCRM user name and password.
- In the URL field, enter the URL of the SugarCRM account to be used for this connection.
- Enter the Client Id and Client Secret of your SugarCRM account.
- To test the connection, click Test.
- Click Save.