SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management. You can land data fromSugarCRM as a data source when landing or replicating data.

• For more information about connecting to SaaS applications, see SaaS uygulamalarına bağlanma.

• Data Gateway - Veri Hareketi must be installed to land or replicate data from SaaS applications. For more information, see Qlik Data Gateway - Veri Hareketi.

Supported update methods

• Change data capture (CDC)

  Landing or replication starts with a full load. The data is then kept up-to-date using incremental loading based on date fields.

• Reload and compare

  This extracts the entire data set from the source and reloads it to your target. You can schedule periodic reloads to keep the data up-to-date.

For more information, see İşlemi değiştir.

Preparing for authentication

To access your SugarCRM data, you need to authenticate the connection with your account credentials.

For more information about retrieving your authentication settings, see REST API.

Creating the connection

1. Fill in the required connection properties.

2. Provide a name for the connection in Connection name.

3. Select Open connection metadata to define metadata for the connection when it has been created.

4. Click Create.