SugarCRM

Snapshot

Tables/APIs Supported

Integrate SugarCRM with Daton

1. Sign in to Daton

2. Select SugarCRM from Integrations page

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. In the next step you will be asked to enter sugar CRM site url, sugar CRM username and password

5. Post successful authentication you will be prompted to choose required tables from the list

6. Then select all required fields

7. Submit the integration

Workflow

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. Users would be able to edit/pause/re-activate/delete integration anytime

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

currencies

Purpose: This API is used to fetch the currencies associated with the account

Replication: Full Replication

Replication Key: NA

Fields

meetings

Purpose: This API is used to fetch all the meetings for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

contacts

Purpose: This API is used to fetch all the contacts associated in the account

Replication: Key Based Incremental

Replication Key: date_modified

Fields

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

calendar

Purpose: This API is used to fetch all the calendar details for the given account

Replication: Key Based Incremental

Replication Key: date_modified

Fields

emails

Purpose: This API is used to fetch all the emails for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

product_catalog

Purpose: This API is used to fetch all the product catalogs for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

tags

Purpose: This API is used to fetch all the tags for the given account

Replication: Key Based Incremental

Replication Key: date_modified

Fields

purchases

Purpose: This API is used to fetch all the purchases for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

tasks

Purpose: This API is used to fetch all the tasks for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

calls

Purpose: This API is used to fetch all the calls for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

notes

Purpose: This API is used to fetch all the notes for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

purchased_line_items

Purpose: This API is used to fetch all the purchased line items for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields

calculated_fields_updater_queue

Purpose: This API is used to fetch all the calculated fields updater queue for the given credentials

Replication: Key Based Incremental

Replication Key: date_modified

Fields