SugarAI

SugarAI is a comprehensive selling platform that includes AI-driven tools like sales automation, marketing campaigns, customer support, collaboration, reporting and other features.

Data integration: Skyvia supports importing data to and from SugarAI, exporting SugarAI data to CSV files, replicating SugarAI data to relational databases, and synchronizing SugarAI data with other cloud apps and relational databases.

Backup: Skyvia Backup supports SugarAI.

Query: Skyvia Query supports SugarAI.

Establishing Connection

To create a connection with SugarAI, specify the URL, username and password.

Creating Connection

To connect to SugarAI, specify these parameters:

Connection Editor window

  1. URL — The URL address of your CRM.
  2. User — The username to log in with.
  3. Password — The password to log in with.

Additional Connection Parameters

Platform

Specify the SugarAI platform. This parameter is optional. Read more about SugarAI platforms.

Metadata Cache

The period for which metadata will be stored. Learn more about Metadata Cache.

Use Email Relationship

By default, Skyvia manages emails through the following SugarAI fields: email1, email_addresses_non_primary, invalid_email, email_opt_out, and email_and_name1. To switch this behaviour, select the Use Email Relationship checkbox. Skyvia will put all email-related data into a single field, storing emails and their settings as a JSON array. We recommend using this approach instead of the default one.

An example of a value for this field:

[
  {
    "email_address": "jordan_sanders@gmail.com"
    "primary_address": true
  },
  {
    "email_address": "jordan_sanders@devart.com"
    "primary_address": false,
    "reply_to_address": true,
    "invalid_email": false,
    "opt_out": true
  }
]

Allow Untrusted Certificate

Skyvia uses secure HTTPS protocol to connect to SugarAI service. If you need to connect to an unsecure SugarAI server using an untrusted certificate, select the Allow Untrusted Certificate checkbox.

Allow Certificate Name Mismatch

If you need to connect to a SugarAI server even if there is a mismatch between the SSL certificate and the server name, select the Allow Certificate Name Mismatch checkbox.

Connector Specifics

Account Privileges

Some entities are only available when you connect via SugarAI account with administrative privileges.

Object Peculiarities

Reports

Skyvia supports the RowsAndColumns, Summation, and SummationWithDetails reports. SugarAI API represents reports as sets of summarized data from one or more related objects with applied filters, sorting, grouping set in UI. Skyvia represents reports as a separate read-only objects with *Report suffix in their names. These objects don't have Primary Key.

Many-to-many relations

Many-to-many relations are not supported.

Filtering Specifics

Fields with these types do not support native filtering: Decimal, MultiEnum, Relate, FullName, Encrypt.

Incremental Replication and Synchronization

Skyvia supports Replication with Incremental Updates for objects that have UpdatedDate or CreatedDate fields.

Skyvia supports Synchronization for objects that support the INSERT and UPDATE operations and have the UpdatedDate or CreatedDate fields.

Supported Actions

Skyvia supports all the common actions for SugarAI.

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