Create an Experience Platform schema for SugarCRM
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.
event_id
and timestamp
fields required by Experience Platform.Connect your SugarCRM Events 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 Events, and then select Add data.
The Connect SugarCRM Events 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 Events 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.