SugarCRM

SugarCRM ETL connector for data replication

Snapshot

Features
Details
Release Status
Released
Source API Version
V10
Table Selection
Yes
Column Selection
Yes
Edit Integration
Yes
Replication Type Selection
No
Authentication Parameters
None
Replication Type
Key Based Replication, Full Replication
Replication Key
date_modified
Suggested Replication Frequency
24 hours

Tables/APIs Supported

accounts
currencies
meetings
contacts
cases
calendar
emails
calculated_fields_updated_queue
tags
product_catalog
purchases
tasks
calls
notes
purchased_line_items

Integrate SugarCRM with Daton

  1. 1.
    Sign in to Daton
  2. 2.
    Select SugarCRM from Integrations page
  3. 3.
    Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later
  4. 4.
    In the next step you will be asked to enter sugar CRM site url, sugar CRM username and password
  5. 5.
    Post successful authentication you will be prompted to choose required tables from the list
  6. 6.
    Then select all required fields
  7. 7.
    Submit the integration

Workflow

  1. 1.
    Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse
  2. 2.
    Users would be able to edit/pause/re-activate/delete integration anytime
  3. 3.
    Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

Sugar CRM Data

accounts

Purpose: This API is used to fetch all the accounts for the given credentials
Replication: Key Based Incremental
Replication Key: date_modified
Fields
Name
Data Type
business_center_id
STRING
campaign_id
STRING
campaign_name
STRING
campaign_accounts
RECORD
next_renewal_date
STRING
widget_next_renewal_date
STRING
hint_account_size
STRING
hint_account_industry
STRING
hint_account_location
STRING
hint_account_industry_tags
STRING
hint_account_founded_year
STRING
hint_account_facebook_handle
STRING
hint_account_logo
STRING
hint_account_pic
STRING
hint_account_naics_code_lbl
STRING
hint_account_fiscal_year_end
STRING
geocode_status
STRING
following
BOOLEAN
my_favorite
BOOLEAN
sync_key
STRING
assigned_user_id
STRING
assigned_user_name
STRING
assigned_user_link
RECORD
team_count
STRING
team_count_link
RECORD
team_name
RECORD
email1
STRING
email2
STRING
invalid_email
STRING
email_opt_out
STRING
email_addresses_non_primary
STRING
is_escalated
BOOLEAN
prosperworks_id_c
STRING
days_since_last_activity_c
NUMERIC
interaction_count_c
NUMERIC
channel_c
STRING
most_recent_opportunity_c
STRING
first_closed_won_opp_c
STRING
type_visibility_c
STRING
custom_type_c
STRING
last_activity_date_c
DATE
first_order_c
STRING
last_order_date_c
STRING
date_converted_c
STRING
days_since_last_order_c
NUMERIC
master_type_c
STRING
_module
STRING

currencies

Purpose: This API is used to fetch the currencies associated with the account
Replication: Full Replication
Replication Key: NA
Fields
Name
Data Type
id
STRING
name
STRING
symbol
STRING
iso4217
STRING
conversion_rate
NUMERIC
status
STRING
deleted
BOOLEAN
hide
STRING
unhide
STRING
my_favorite
BOOLEAN
_module
STRING

meetings

Purpose: This API is used to fetch all the meetings for the given credentials
Replication: Key Based Incremental
Replication Key: date_modified
Fields
Name
Data Type
id
STRING
name
STRING
date_entered
TIMESTAMP
date_modified
TIMESTAMP
modified_user_id
STRING
modified_by_name
STRING
modified_user_link
RECORD
created_by
STRING
created_by_name
STRING
created_by_link
RECORD
description
STRING
deleted
BOOLEAN
accept_status
STRING
set_accept_links
STRING
location
STRING
password
STRING
join_url
STRING
host_url
STRING
displayed_url
STRING
creator
STRING
external_id
STRING
duration_hours
NUMERIC
duration_minutes
NUMERIC
date_start
TIMESTAMP
date_end
TIMESTAMP
parent_type
STRING
status
STRING
type
STRING
direction
STRING
parent_id
STRING
reminder_checked
STRING
reminder_time
NUMERIC
email_reminder_checked
STRING
email_reminder_time
NUMERIC
email_reminder_sent
BOOLEAN
outlook_id
STRING
sequence
NUMERIC
contact_name
STRING
contacts
RECORD
parent_name
STRING
accept_status_users
STRING
internal_notes
STRING
contact_id
STRING
repeat_type
STRING
repeat_interval
NUMERIC
repeat_dow
STRING
repeat_until
STRING
repeat_count
NUMERIC
repeat_selector
STRING
repeat_days
STRING
repeat_ordinal
STRING
repeat_unit
STRING
repeat_parent_id
STRING
recurrence_id
STRING
recurring_source
STRING
following
BOOLEAN
my_favorite
BOOLEAN
sync_key
STRING
assigned_user_id
STRING
assigned_user_name
STRING
assigned_user_link
RECORD
team_count
STRING
team_count_link
RECORD
team_name
RECORD
type_of_meeting_c
STRING
_module
STRING

contacts

Purpose: This API is used to fetch all the contacts associated in the account
Replication: Key Based Incremental
Replication Key: date_modified
Fields
Name
Data Type
id
STRING
name
STRING
date_entered
TIMESTAMP
date_modified
TIMESTAMP
modified_user_id
STRING
modified_by_name
STRING
modified_user_link
RECORD
created_by
STRING
created_by_name
STRING
created_by_link
RECORD
description
STRING
deleted
BOOLEAN
salutation
STRING
first_name
STRING
last_name
STRING
full_name
STRING
title
STRING
facebook
STRING
twitter
STRING
googleplus
STRING
department
STRING
do_not_call
BOOLEAN
phone_home
STRING
phone_mobile
STRING
phone_work
STRING
phone_other
STRING
phone_fax
STRING
primary_address_street
STRING
primary_address_street_2
STRING
primary_address_street_3
STRING
primary_address_city
STRING
primary_address_state
STRING
primary_address_postalcode
STRING
primary_address_country
STRING
alt_address_street
STRING
alt_address_street_2
STRING
alt_address_street_3
STRING
alt_address_city
STRING
alt_address_state
STRING
alt_address_postalcode
STRING
alt_address_country
STRING
assistant
STRING
assistant_phone
STRING
picture
STRING
email_and_name1
STRING
lead_source
STRING
account_name
STRING
accounts
RECORD
account_id
STRING
dnb_principal_id
STRING
opportunity_role_fields
STRING
opportunities
RECORD
opportunity_role_id
STRING
opportunity_role
STRING
reports_to_id
STRING
report_to_name
STRING
reports_to_link
RECORD
birthdate
STRING
portal_name
STRING
portal_active
BOOLEAN
portal_app
STRING
portal_user_company_name
STRING
preferred_language
STRING
cookie_consent
BOOLEAN
cookie_consent_received_on
STRING
business_center_name
STRING
business_centers
RECORD
business_center_id
STRING
dp_consent_last_updated
DATE
campaign_id
STRING
campaign_name
STRING
campaign_contacts
RECORD
c_accept_status_fields
STRING
calls
RECORD
m_accept_status_fields
STRING
meetings
RECORD
accept_status_id
STRING
accept_status_name
STRING
accept_status_calls
STRING
accept_status_meetings
STRING
accept_status_messages
STRING
hint_account_size
STRING
hint_account_industry
STRING
hint_account_location
STRING
hint_account_description
STRING
hint_industry_tags
STRING
hint_account_founded_year
STRING
hint_account_facebook_handle
STRING
hint_account_twitter_handle
STRING
hint_account_logo
STRING
hint_contact_pic
STRING
hint_photo
STRING
hint_phone_1
STRING
hint_phone_2
STRING
hint_account_website
STRING
hint_account_naics_code_lbl
STRING
hint_account_sic_code_label
STRING
hint_account_fiscal_year_end
STRING
hint_account_annual_revenue
STRING
geocode_status
STRING
sync_contact
BOOLEAN
market_interest_prediction_score
STRING
mkto_sync
BOOLEAN
entry_source
STRING
site_user_id
STRING
following
BOOLEAN
my_favorite
BOOLEAN
sync_key
STRING
assigned_user_id
STRING
assigned_user_name
STRING
assigned_user_link
RECORD
team_count
STRING
team_count_link
RECORD
team_name
RECORD
email
RECORD
email1
STRING
email2
STRING
invalid_email
BOOLEAN
email_opt_out
BOOLEAN
email_addresses_non_primary
STRING
source_id
STRING
source_type
STRING
source_meta
STRING
denorm_account_name
STRING
last_activity_date_c
DATE
prosperworks_id_c
STRING
contact_status_c
STRING
interaction_count_c
NUMERIC
create_opportunity_c
STRING
linkedin_c
STRING
lead_created_c
STRING
_module
STRING

cases

Purpose: This API is used to fetch all the cases associated with the given account
Replication: Key Based Incremental
Replication Key: date_modified
Fields
Name
Data Type
id
STRING
name
STRING
date_entered
TIMESTAMP
date_modified
TIMESTAMP
modified_user_id
STRING
modified_by_name
STRING
modified_user_link
RECORD
created_by
STRING
created_by_name
STRING
created_by_link
RECORD
description
STRING
deleted
BOOLEAN
case_number
NUMERIC
type
STRING
status
STRING
priority