Warning: BETA. This connector is a beta version.

SugarCRM

The QlikSugarCRM Connector uses Sugar Web Service APIs to fetch data from your SugarCRM account, such as Accounts, Contacts, Leads, and Opportunities.

Note: The built-in web connectors are only available on Qlik Sense Cloud with a Cloud Business subscription.

Ways to access your data

To access your SugarCRM data, you will need to authenticate the connector with your SugarCRM account credentials. To do this, enter a valid username and password, and the base URL for your SugarCRM account. The base URL is the URL when you first log in.

Creating a connection and selecting data

Loading data from tables

After you authenticate the connector with your account credentials. use the tables to fetch your data. The following SugarCRM modules have preconfigured tables.

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Forecasts
  • Meetings
  • Calls
  • Tasks
  • Products
  • Reports
  • Notes

The following table can be used to get custom modules from SugarCRM:

Table Description
CustomModule Use this table to fetch data from any custom modules that you might have built using the SugarCRM Module Builder.

To select and load data from a table, enter the required table parameters and click Preview data. Required parameters are marked with an asterisk (*). The table fields are displayed under the Data preview tab. You can select fields individually by selecting the box beside each field name. Select Insert script after you have made your selection.

Creating a connection and selecting data

Reference - SugarCRM developer documentation

You can refer to the SugarCRM API documentation to learn more about the requirements and restriction imposed by the APIs when making requests.

Troubleshooting

You are experiencing slow response times

Possible cause Possible cause

You are not logged into a SugarCRM account as an administrator

Proposed action Proposed action

Log in as an administrator. API request from non-administrator accounts receive a lower priority from SugarCRM. Administrator accounts run 10 times faster than non-administrator accounts.

You receive an error message that you have reached the API rate limit

Possible cause Possible cause

You have exceeded the API limits that are imposed on the Qlik Web Connectors by the SugarCRM API.

Proposed action Proposed action

To reduce the impact of reaching the API rate limits, develop your app with the following in mind:

  • Extract only the data you need.
  • Reload one SugarCRM-based application at a time.
  • Ensure that loops in your script that make API calls will not result in infinite loops.

You receive an error message that the access token is invalid

Possible cause Possible cause

Your authentication token is being regenerated on the SugarCRM web page when you are logged into SugarCRM and the SugarCRM Connector at the same time.

Proposed action Proposed action

We recommend that you log out of your SugarCRM account while loading data with the SugarCRM Connector.

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