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.
The Qlik Web Connectors help you connect to different data sources and fetch data in the same way. Learn how to authenticate a data source connection and how to use tables to fetch data.
- Qlik Sense Desktop
- Qlik Sense Enterprise on Windows
This connector must be installed separately.
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:
- 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.
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:
try browsing to:
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:
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.
You can find more information on filters in the developer documentation.
Embedding credentials in request¶
Note that you can also embed the following parameters in your QlikSugarCRM Connector request:
- passwordEncrypted - This can be retrieved using the Encrypt table of the Helper Connector.
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.