SugarCRM

SugarCRM is a cloud CRM that includes sales-force automation, marketing campaigns, customer support, collaboration, reporting and other features.

Skyvia supports SugarCRM 7.0 or higher. Skyvia does not support SugarCRM Community edition.

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

Backup: Skyvia Backup supports SugarCRM.

Query: Skyvia Query supports SugarCRM.

Establishing Connection

To create a connection to SugarCRM, you need to specify the URL, username and password.

Creating Connection

To connect to SugarCRM, 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

A SugarCRM platform. This parameter is optional. Read more about SugarCRM platforms.

Metadata Cache

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

Use Email Relationship

By default, Skyvia will manage emails through the following SugarCRM 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:

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[
  {
    "email_address": "[email protected]"
    "primary_address": true
  },
  {
    "email_address": "[email protected]"
    "primary_address": false,
    "reply_to_address": true,
    "invalid_email": false,
    "opt_out": true
  }
]

Allow Untrusted Certificate

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

Allow Certificate Name Mismatch

If you need to connect to a SugarCRM 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 SugarCRM account with administrative privileges.

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 SugarCRM.

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