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Create Sugar CRM-Connected Visualizations in Klipfolio



Use CData Connect Cloud to connect to Sugar CRM from Klipfolio and build custom visualizations using live Sugar CRM data.

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Sugar CRM data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Sugar CRM within Connect Cloud and creating visualizations using Sugar CRM data in Klipfolio.

CData Connect Cloud offers a direct cloud-to-cloud interface for Sugar CRM, enabling you to construct reports from real-time Sugar CRM data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Sugar CRM, harnessing server-side processing to swiftly retrieve the requested Sugar CRM data data.

Configure Sugar CRM Connectivity for Klipfolio

Connectivity to Sugar CRM from Klipfolio is made possible through CData Connect Cloud. To work with Sugar CRM data from Klipfolio, we start by creating and configuring a Sugar CRM connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sugar CRM" from the Add Connection panel
  3. 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.

  4. Click Create & Test
  5. 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.

  1. Click on your username at the top right of the Connect Cloud app and click User Profile.
  2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
  3. Give your PAT a name and click Create.
  4. 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 Klipfolio.

Connect to Sugar CRM from Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Sugar CRM data source.

  1. Open Klipfolio
  2. Click in Data Sources to add a new data source
  3. Search for and select MSSQL as the Service
  4. Click "Create a custom MSSQL data source"
  5. Configure the data source by setting the MSSQL connection properties:
    • Host: tds.cdata.com
    • Port: 14333
    • Database: your database (e.g., SugarCRM1)
    • Driver: MS SQL
    • Username: a Connect Cloud user (e.g. user@mydomain.com)
    • Password: the above user's PAT
    • SQL Query: any query to retrieve data (e.g. SELECT * FROM Accounts )
    • Select the checkbox to "Include column headers"
    • Select the checkbox to "Use SSL/TLS"
  6. Click "Get data" to preview the Sugar CRM data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

  1. Confirm that the model includes all columns you wish to work with
  2. Name your model
  3. (optional) Set the Description
  4. Set "Header in row" to 1
  5. Click the toggle to "Exclude data before row" and set the value to 2
  6. Click "Save and Exit"

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

  1. Click "Create metrics"
  2. Select a Data source
  3. Select a Metric value and default aggregation
  4. Select Segmentation(s)
  5. Select a Date & time
  6. Select a Data shape
  7. Configure the Display settings
  8. Click Save
  9. Navigate to your Metric and further configure the visualization

SQL Access to Sugar CRM Data from Cloud Applications

Now you have a Metric built from live Sugar CRM data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Sugar CRM data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.