SugarCRM
The QlikSugarCRM Connector uses Sugar Web Service APIs to fetch data from your SugarCRM account, such as Accounts, Contacts, Leads, and Opportunities.
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 data source connection
Loading data from tables
After you authenticate the connector with your account credentials, use the tables to fetch your data.
| Table | Available in | Description |
|---|---|---|
| Accounts | Menedżer danych and Edytor ładowania danych | Retrieves records from the Accounts module. The columns will be based on the first page of data returned from the API only. |
| Contacts | Menedżer danych and Edytor ładowania danych | Retrieves records from the Contacts module. The columns will be based on the first page of data returned from the API only. |
| Leads | Menedżer danych and Edytor ładowania danych | Retrieves records from the Leads module. The columns will be based on the first page of data returned from the API only. |
| Opportunities | Menedżer danych and Edytor ładowania danych | Retrieves records from the Opportunities module. The columns will be based on the first page of data returned from the API only. |
| Forecasts | Menedżer danych and Edytor ładowania danych | Retrieves records from the Forecasts module. The columns will be based on the first page of data returned from the API only. |
| Meetings | Menedżer danych and Edytor ładowania danych | Retrieves records from the Meetings module. The columns will be based on the first page of data returned from the API only. |
| Calls | Menedżer danych and Edytor ładowania danych | Retrieves records from the Calls module. The columns will be based on the first page of data returned from the API only. |
|
Tasks |
Menedżer danych and Edytor ładowania danych | Retrieves records from the Tasks module. The columns will be based on the first page of data returned from the API only. |
| Products | Menedżer danych and Edytor ładowania danych | Retrieves records from the Products module. The columns will be based on the first page of data returned from the API only. |
| Reports | Menedżer danych and Edytor ładowania danych | Retrieves records from the Reports module. The columns will be based on the first page of data returned from the API only. |
| Notes | Menedżer danych and Edytor ładowania danych | Retrieves records from the Notes module. The columns will be based on the first page of data returned from the API only. |
| CustomModule | Edytor ładowania danych | 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 (*) in the dialog. 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
Working with the SugarCRM API quota limit
You receive an error message that you have reached the API rate limit
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
Możliwa przyczyna
You are not logged into a SugarCRM account as an administrator
Proponowane działanie
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
Możliwa przyczyna
You have exceeded the API limits that are imposed on the Łączniki internetowe Qlik by the SugarCRM API.
Proponowane działanie
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
Możliwa przyczyna
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.
Proponowane działanie
We recommend that you log out of your SugarCRM account while loading data with the SugarCRM Connector.