SugarCRM

The QlikSugarCRM Connector allows you to download your Accounts, Contacts, Leads, Opportunities and more, from the SugarCRM online system, into your QlikView and Qlik Sense applications.

Ways to access your data

To use the QlikSugarCRM Connector you must have a SugarCRM account, with which to authenticate the connector.

After authenticating the connector a number of tables are available:

• Accounts
• Contacts
• Leads
• Opportunities
• Forecasts
• Meetings
• Calls
• Tasks
• Products
• Reports
• Notes
• CustomModule - Allows you to retrieve a custom module. Specify the custom module's name and the connector will retrieve all the records.

• CustomRequest - Allows you to retrieve related records for a module and to apply a filter. To learn more about filter, see:

• CustomRequestAsXML - Allows you to run a custom request and receive the results as XML.

Base URL

You need to enter your SugarCRM base URL to use the connector. This is the instance URL for your SugarCRM, the URL you browse to when you login to SugarCRM.

To test this, you can append /rest/v10/help to see if you get the API docs. So, for example, if your usual URL is:

http://mycomanyssugar.com

try browsing to:

http://mycomanyssugar.com/rest/v10/help

If you get the API docs then your base URL is http://mycomanyssugar.com.

Retrieving related records

You can use the CustomModule table to retrieve related records. For example, if you have an account with ID bc432277-348c-85db-e7d0-5491ab72b2b1, entering:

Accounts/bc432277-348c-85db-e7d0-5491ab72b2b1/link/contacts

retrieves a list of contacts for that account. Note that you will then need to construct a QlikView or Qlik Sense load script to loop through all the IDs and request their related records

CustomRequest and Filters

You can specify filters and additional parameters when using the CustomRequest table.

For example, you can enter the following to retrieve all contacts entered before 1st January 2015 and only retrieve the ID and name fields.

Contacts?filter0date_entered$lt=2015-01-01&fields=id,name

You can find more information on filters in the developer documentation.

SugarCRM Developer Guide - Filters GET.

Embedding credentials in request

Note that you can also embed the following parameters in your QlikSugarCRM Connector request:

• baseUrl
• userName
• passwordEncrypted - This can be retrieved using the Encrypt table of the Helper Connector.

Troubleshooting

Slow Response Times

If the account used with the connector is not an administrator account then the API requests will receive a lower priority from SugarCRM and will run more slowly. Requests run using an administrator account, retrieving all contacts, are about 10 times faster than with a non administrator account.