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Get the Report →Create Sugar CRM-Connected Business Apps in AppSheet
Connect to Sugar CRM Data via CData Connect Cloud in Google AppSheet and create custom business applications with real-time access to Sugar CRM data.
Google AppSheet is a no-code development platform for application software, enabling users to design mobile, tablet, and web applications. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Sugar CRM data for business applications. This article outlines the process of connecting to Sugar CRM using Connect Cloud and constructing a basic app from Sugar CRM data within AppSheet.
CData Connect Cloud offers a dedicated cloud-to-cloud interface for Sugar CRM, enabling the creation of reports directly from live Sugar CRM data within AppSheet, all without the need for data replication to a native database. When you design applications that interact with data, AppSheet formulates SQL queries to retrieve the required information. With its inherent optimized data processing capabilities, CData Connect Cloud efficiently channels all supported SQL operations, including filters and JOINs, directly to Sugar CRM. This leverages server-side processing to swiftly deliver the requested Sugar CRM data.
Configure Sugar CRM Connectivity for AppSheet
Connectivity to Sugar CRM from AppSheet is made possible through CData Connect Cloud. To work with Sugar CRM data from AppSheet, we start by creating and configuring a Sugar CRM connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Sugar CRM" from the Add Connection panel
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Enter the necessary authentication properties to connect to Sugar CRM.
The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.
You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.
Additionally, specify the URL to the SugarCRM account.
Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.
- Click Create & Test
- Navigate to the Permissions tab in the Add Sugar CRM Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
With the connection configured, you are ready to connect to Sugar CRM data from AppSheet.
Connect to Sugar CRM from AppSheet
The steps below outline connecting to CData Connect Cloud from AppSheet to create a new Sugar CRM data source.
- Log into AppSheet
- Click "My account" in the menu
- Click the Sources tab and add a new data source
- Select Cloud Database and set the connection information
- Type: Sql Server
- Server: tds.cdata.com,14333
- Database: the Sugar CRM connection, for example, SugarCRM1
- Username: a Connect Cloud user, for example, [email protected]
- Password: the PAT for the above Connect Cloud user
- SSL: Require SSL
- Click "Test Connection"
- Click "Authorize Access"
Create an App
Once you create the data source for Sugar CRM, you can start building apps on Sugar CRM data. Start by clicking "My apps" in the menu.
- Click to create a new app and select "Start with your own data"
- Name the app and select an appropriate category, based on your data
- Select the newly created data source
- Select the table or view with the data you want
At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud today!