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Sugar CRM

v0.0.0

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Check out the Sugar CRM API for more information.


Set up

Before you can begin using the connector make sure you have the following information available. Find more information here.

  • Domain: If your Sugar CRM application URL is https://sugar-demo.example.com/#, the domain field would sugar-demo.example.com, which excludes the "https://" portion.
  • Username : These are your Sugar CRM application login username
  • Password : These are your Sugar CRM application login password.
  • Client ID : These are your Sugar CRM API application login Client ID.
  • Client Secret : These are your Sugar CRM API application login Client Secret.
  • Platform Identifier: This currently defaults to api_kleene. To prevent login conflicts with the 'base', it must be added via the Configure API Platform page by an Admin . For more information, see here.

Features

FeatureSupportNotes
Backfill✅2 years on all reports.
Incremental✅Incremental Supported on all reports.
API reliability🟡You may experience occasional 401 Authentication errors if multiple extracts are run simultaneously using the same credentials.

Reports detail

⬇️ Report🔑 Incremental key🔑 Primary key📄 Link to API endpoint
AccountsDATE_MODIFIEDIDGet Accounts
ContactsDATE_MODIFIEDIDGet Contacts
ContractsDATE_MODIFIEDIDGet Contracts
LeadsDATE_MODIFIEDIDGet Leads
OpportunitiesDATE_MODIFIEDIDGet Opportunities
ProductsDATE_MODIFIEDIDGet Products
ProjectDATE_MODIFIEDIDGet Project
ProspectsDATE_MODIFIEDIDGet Prospects
UsersDATE_MODIFIEDIDGet Users
TimePeriodsDATE_MODIFIEDIDGet TimePeriods
RevenueLineItemsDATE_MODIFIEDIDGet RevenueLineItems
MeetingsDATE_MODIFIEDIDGet Meetings

Limitations

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401 Error (re-run report individually)

It is recommended to run/schedule only one extract at a time without overlap. Running multiple extracts simultaneously may result in a 401 error due to API restrictions.

To avoid this issue, please re-run each extract individually.

Updated 3 days ago