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Set up a connection to SugarCRM

Tanisha Ray
Updated

SugarCRM is customer relationship management (CRM) software that helps businesses streamline their sales, marketing, and customer support operations. It offers a robust set of tools for managing customer interactions, improving engagement, and driving growth through data-driven insights and automation.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings: 

Setting Instructions
Name your connection * Enter a clear and distinguishable name.
Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
Version *

Enter your SugarCRM account's endpoint version.
Subdomain *

Enter your SugarCRM subdomain. For example, if your URL is https://jpeyoy4394.trial.sugarcrm.eu/http/v11_2/ then, the subdomain is jpeyoy4394.trial.sugarcrm.eu.
Client ID *

Enter your SugarCRM client ID.
A client ID of "sugar" automatically generates an OAuth Key in the system for password authentication, and client ID of "support_portal" generates an OAuth Key for portal authentication. The administrator can create additional client ID's in Admin > OAuth Keys to enable additional grant types. If you populate the client secret, the system will validate it against the client ID.
Platform *

Enter your SugarCRM platform type.
The available platform types in SugarCRM include "base," "mobile," and "portal". Defaults to "base" allowing you to have custom meta-data per platform. If using a value other than "base", it should be registered using the platform extension or configure an API platform in the Administration panel.
Username *

Enter your SugarCRM account username.
Password *

Enter your SugarCRM account password.
Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s password safe. When editing this form later, you must enter this token again; it is stored only when the connection is saved and never displayed as text.

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see token auth universal connector documentation.

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