SugarCRM Connector - Technical Overview – Sync

Versions Supported

Sugar Professional, Sugar Enterprise, and Sugar Ultimate all have API and integration features. This is as of 11/07/2017 on the developer site which can be accessed here.

Authentication Requirements

Bedrock Data requires an admin user account to connect to SugarCRM. You will need the account's username and password as well as your SugarCRM instance's API URL.

You can learn more about how to install your Bedrock SugarCRM connector here.

Objects Supported

Each object below may have a certain set of sub-objects. Not all sub-objects are supported by Bedrock Data so it's important to discuss any specific data points related to these objects that are important to your integration needs with our sales team.

Object	Permissions	Custom Field Support	Dedupe Key
User	Read	Yes	Email
Contact/ Lead	Read / Update / Create	Yes	Email
Account	Read / Update / Create	Yes	Company Name
Opportunity	Read / Update	Yes	Closing Date Name Contact and Company Relationship
Note	Read / Update / Create	No	Title Occurred At

API Version and Limits

Bedrock currently uses v4_1 of the SugarCRM API. Learn more about the different versions at https://developer.sugarcrm.com/. SugarCRM does monitor traffic on their On-Demand platform. Traffic in excess of 20 requests per second will be blocked. All other SugarCRM platforms do not have any documented API rate limits.

If you have any questions regarding possible API limits with your Sugar plan please contact your Sugar sales representative.

Important Consideration(s)

Every Connector has a set of considerations and limitations that can impact how data will flow from one system to another. These may not be the only limitations depending on your integration needs. Make sure to discuss your key integration goals with your Bedrock Data sales representative to ensure we can meet your needs.

By default Bedrock can only create contact type records as leads. However, depending on your business process and the system you are connecting to SugarCRM, Bedrock may be able to set up your configuration to create new records at Contacts instead of Leads. Get in touch with our support team to learn more about how this works.
When syncing activities in most SugarCRM systems there is a required field for Display In Portal? This field needs to be mapped with a single line mapping and a default value of 1 to allow activities to sync, as seen below.

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