Viewing Sugar CRM Data in RAD Studio Data Explorer

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Sugar FireDAC Components

Rapidly create and deploy powerful Delphi & C++Builder Apps that integrate with Sugar account data including Leads, Contacts, Opportunities, Accounts, and more!



How to view Sugar CRM data in RAD Studio Data Explorer using the CData FireDAC Components for Sugar CRM.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Sugar CRM, you gain access to live Sugar CRM data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to both retrieve and update Sugar CRM data. This article will walk through connecting to Sugar CRM using the Data Explorer.

Connecting to Sugar CRM Data Using Data Explorer

You can create a simple application for displaying Sugar CRM data by utilizing the CData FireDAC Components for Sugar CRM and a new VCL Forms Application:

  1. Open the Data Explorer in RAD Studio and expand FireDAC.
  2. Right-click on CData Sugar CRM Data Source and click Add New Connection.

  3. Name the connection.
  4. Fill in the necessary connection parameters and click OK.

    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.

  5. Back in the Data Explorer, expand the tables for the connection.
  6. Create a new VCL Forms application and drag a table (for example: Accounts) onto the form.

  7. Select the AccountsTable object on the form and set the Active property to true.
  8. Right-click on the object, bind visually, and link everything (*) to a new control (TStringGrid).

  9. Arrange the TStringGrid on the form and run the application to see the Accounts data.