SugarCRM Setup Guide Lite Private Preview
Follow our setup guide to connect SugarCRM to Fivetran.
Prerequisites
To connect SugarCRM to Fivetran, you need a SugarCRM instance with an active subscription.
Find subdomain
- Log in to your SugarCRM account.
- Find your subdomain in your SugarCRM URL. For example, if your URL is
https://fivetran.sugarcrm.com
, then your subdomain isfivetran.sugarcrm.com
. - Make a note of the subdomain. You will need it to configure Fivetran.
Find client ID and client secret
Find your Client ID from the SugarCRM dashboard:
- If you want to use the Default Client ID, please keep the Client ID field set to
sugar
. - If you prefer a Custom Client ID, please enter your preferred value in the Client ID.
- If you want to use the Default Client ID, please keep the Client ID field set to
Find your Client Secret from the SugarCRM dashboard:
- If you are using the Default Client Secret, the Client Secret field can remain empty.
- If you prefer a Custom Client Secret*, please enter your preferred value in the Client Secret.
Create user with read only permissions
NOTE: Allow read access for all the modules.
Finish Fivetran configuration
- In the connector setup form, enter the Destination schema name of your choice.
- Enter the Subdomain you found.
- Enter the Client ID and Client secret you found.
- Enter the SugarCRM Username and Password for the user you created.
- Click Save & Test. Fivetran will take it from here and sync your data from your SugarCRM account.
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