Create a SugarCRM Accounts & Contacts source connection in the UI

This tutorial provides steps for creating a SugarCRM Accounts & Contacts source connection using the Adobe Experience Platform user interface.

Getting started

This tutorial requires a working understanding of the following components of Experience Platform:

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 Experience Platform, you must provide values for the following connection properties:

Create an Experience Platform schema

Before creating a SugarCRM source connection, you must also ensure that you first create an Experience Platform schema to use for your source. See the tutorial on creating an Experience 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:

Accounts

Contacts

Connect your SugarCRM Accounts & Contacts account

In the Experience 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 Experience Platform.

Accounts

Contacts

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 Experience 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:

Accounts

Contacts