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.

Experience Platform UI screenshot showing an example schema for SugarCRM Events

WARNING
When mapping the schema ensure you also map the mandatory 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.

Experience Platform UI screenshot for catalog with SugarCRM Events card

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.

Experience Platform UI screenshot for Connect SugarCRM Events account with an existing account

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.

Experience Platform UI screenshot for Connect SugarCRM Events account with a new account