Integrate Sugar CRM Data into Power Automate Desktop using CData Connect

CData Connect enables you to access live Sugar CRM data in workflow automation tools like Power Automate. This article shows how to integrate Sugar CRM data into a simple workflow, saving Sugar CRM data into a CSV file.

CData Connect provides a live interface for Sugar CRM, allowing you to integrate with live Sugar CRM data in Power Automate — without replicating the data. Connect uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Sugar CRM, leveraging server-side processing to quickly return Sugar CRM data.

Configure Sugar CRM Connectivity for Power Automate

Connectivity to Sugar CRM from Power Automate is made possible through CData Connect Cloud. To work with Sugar CRM data from Power Automate, 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 from Power Automate Desktop.

Integrate Sugar CRM Data into Power Automate Workflows

After configuring CData Connect with Sugar CRM, you are ready to integrate Sugar CRM data into your Power Automate workflows. Open Microsoft Power Automate, add a new flow, and name the flow.

In the flow editor, you can add the options to connect to Sugar CRM, query Sugar CRM using SQL, and write the query results to a CSV document.

Add an Open SQL Connection Action

Add an "Open SQL connection" action (Action -> Database) and click the option to build the Connection string. In the Data Link Properties wizard:

1. On the Provider tab: select Microsoft OLE DB Driver for SQL Server
2. On the Connection tab:
   1. Select or enter a server name: set to tds.cdata.com,14333
   2. Enter information to lag onto the server: select "Use a specific username and password"
      • Set User name to your CData Connect Cloud user name (e.g. user@mydomain.com)
      • Set Password to your PAT
      • Select the database: use the database configured above (e.g. SugarCRM1)
3. Click "Test Connection" to ensure the connection is configured properly
4. Click "OK"

After building the connection string in the Data Link Properties wizard, save the action.

Add an Execute SQL Statement Action

Add an "Execute SQL statement" action (Action -> Database) and configure the properties.

• Get connection by: SQL connection variable
• SQL connection: %SQLConnection% (the variable from the "Open SQL connection" action above)
• SQL statement: SELECT * FROM Accounts

After configuring the properties, save the action.

Add a Write to CSV File Action

Add a "Write to CSV file" action (Action -> File) and configure the properties.

• Variable to write to: %QueryResult% (the variable from the "Execute SQL statement" action above)
• File path: set to a file on disk
• Configure Advanced settings as needed.

After configuring the properties, save the action.

Add a Close SQL Connection Action

Add a "Close SQL connection" action (Action -> Database) and configure the properties.

• SQL Connection: %SQLConnection% (the variable from the "Open SQL connection" action above)

After configuring the properties, save the action.

Save & Run the Flow

Once you have configured all the options for the flow, click the disk icon to save the flow. Click the play icon to run the flow.

Now you have a workflow to save Sugar CRM data into a CSV file.

With CData Connect Cloud, you get live connectivity to Sugar CRM data within your Microsoft Power Automate workflows.

SQL Access to Sugar CRM Data from Cloud Applications

Now you have a direct connection to live Sugar CRM data from Power Automate tasks. You can create more connections and workflows to drive business — all without replicating Sugar CRM data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect Cloud.

Related Power Automate Articles

This article walks through using CData Connect Cloud with Power Automate Desktop. Check out our other articles for more ways to work with Power Automate (Desktop & Online):

• Sugar CRM Data in Power Automate Desktop via ODBC
• Sugar CRM Data in Power Automate (Online) using CData Connect Cloud