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Create Reports from Sugar CRM Data in Google Data Studio

Use the CData Cloud Hub to create a virtual MySQL Database for Sugar CRM data and create custom reports in Google Data Studio.

Google Data Studio allows you to create branded reports with data visualizations to share with your clients. When paired with the CData Cloud Hub, you get instant, cloud-to-cloud access to Sugar CRM data for visualizations, dashboards, and more. This article shows how to use a MySQL client to create a virtual database for Sugar CRM and build reports from Sugar CRM data in Google Data Studio.

The CData Cloud Hub provides a pure MySQL, cloud-to-cloud interface for Sugar CRM, allowing you to easily build reports from live Sugar CRM data in Google Data Studio — without replicating the data to a natively supported database. As you build visualizations, Google Data Studio generates SQL queries to gather data. Using optimized data processing out of the box, the CData Cloud Hub pushes all supported SQL operations (filters, JOINs, etc) directly to Sugar CRM, leveraging server-side processing to quickly return Sugar CRM data.

Create a Virtual MySQL Database for Sugar CRM Data

CData Cloud Hub uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Cloud Hub and click Databases.
  2. Select "Sugar CRM" from Available Data Sources.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Sugar CRM data from any MySQL client.

Visualize Live Sugar CRM Data in Google Data Studio

The steps below outline connecting to the CData Cloud Hub from Google Data Studio to create a new Sugar CRM data source and build a simple visualization from the data.

  1. Log into Google Data Studio, click data sources, create a new data source and choose MySQL.
  2. Choose the basic configuration and set the connection properties:
    • Host name or IP: myinstance.cdatacloud.net
    • Port: 3306
    • Database: sugarcrmdb
    • Username: your Cloud Hub username
    • Password: your Cloud Hub password
    • Click Enable SSL, then upload the certificates
  3. Click Authenticate
  4. Select the table to visualize or enter a custom query and click Connect.
    NOTE: JOINs are not supported in the user interface, but they are supported as custom queries.
  5. If needed, modify columns, click Create Report and add the data source to the report.
  6. Select a visualization style and add it to the report.
  7. Select Dimensions and Measures to customize your visualization.

SQL Access to Sugar CRM Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Sugar CRM data from your Google Data Studio workbook. You can create more data sources and new visualizations, build 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, see the CData Cloud Hub.