Create a SugarCRM Accounts & Contacts source connection in the UI
This tutorial provides steps for creating a SugarCRM Accounts & Contacts source connection using the ÃÛ¶¹ÊÓƵ Experience Platform user interface.
Getting started
This tutorial requires a working understanding of the following components of Experience Platform:
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Experience Data Model (XDM) System: The standardized framework by which Experience Platform organizes customer experience data.
- Basics of schema composition: Learn about the basic building blocks of XDM schemas, including key principles and best practices in schema composition.
- Schema Editor tutorial: Learn how to create custom schemas using the Schema Editor UI.
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Real-Time Customer Profile: Provides a unified, real-time consumer profile based on aggregated data from multiple sources.
If you already have a valid SugarCRM account, you may skip the remainder of this document and proceed to the tutorial on configuring a dataflow.
Gather required credentials
In order to connect SugarCRM Accounts & Contacts to Platform, you must provide values for the following connection properties:
Hostdeveloper.salesfusion.comUsernameabc.def@example.com@sugarmarketdemo000.comPassword123456789Create a Platform schema
Before creating a SugarCRM source connection, you must also ensure that you first create a Platform schema to use for your source. See the tutorial on creating a Platform schema for comprehensive steps on how to create a schema.
The SugarCRM Accounts & Contacts supports multiple APIs. This means that you have to create a separate schema, depending on the object type that you are leveraging. See the examples below for both accounts and contacts schemas:
Connect your SugarCRM Accounts & Contacts account
In the Platform UI, select Sources from the left navigation bar to access the Sources workspace. The Catalog screen displays a variety of sources with which you can create an account.
You can select the appropriate category from the catalog on the left-hand side of your screen. Alternatively, you can find the specific source you wish to work with using the search option.
Under the CRM category, select SugarCRM Accounts & Contacts, and then select Add data.
The Connect SugarCRM Accounts & Contacts account page appears. On this page, you can either use new credentials or existing credentials.
Existing account
To use an existing account, select the SugarCRM Accounts & Contacts account you want to create a new dataflow with, then select Next to proceed.
New account
If you are creating a new account, select New account, and then provide a name, an optional description, and your credentials. When finished, select Connect to source and then allow some time for the new connection to establish.
Select data
Finally, you must select the object type that you want to ingest to Platform.
AccountsContacts
Next steps
By following this tutorial, you have established a connection to your SugarCRM Accounts & Contacts account. You can now continue on to the next tutorial and configure a dataflow to bring data into Platform.
Additional resources
The sections below provide additional resources that you can refer to when using the SugarCRM source.
Guardrails guardrails
The SugarCRM API throttle rates are 90 calls per minute or 2000 calls per day, whichever happens first. However, this restriction has been circumvented by adding a parameter into the connection spec that will delay request time so that the rate limit is never reached.
Validation validation
To validate that you have correctly set up the source and SugarCRM Accounts & Contacts data is being ingested, follow the steps below:
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In the Platform UI, select View Dataflows beside the SugarCRM Accounts & Contacts card menu on the sources catalog. Next, select Preview dataset to verify the data that was ingested.
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Depending on the object type you are working with, you can verify the aggregated data against the counts visible on the SugarMarket Accounts or Contacts pages below:
