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Connect to Sugar CRM Data and Transfer Data in Talend

Integrate Sugar CRM data with standard components and data source configuration wizards in Talend Open Studio.

This article shows how you can easily integrate the CData JDBC driver for Sugar CRM into your workflow in Talend. This article uses the CData JDBC Driver for Sugar CRM to transfer Sugar CRM data in a job flow in Talend.

Connect to Sugar CRM in Talend as a JDBC Data Source

You can follow the procedure below to establish a JDBC connection to Sugar CRM:

  1. Add a new database connection to Sugar CRM data: To add a new connection, expand the Metadata node, right-click the Db Connections node, and then click Create Connection.
  2. In the resulting wizard, enter a name for the connection.
  3. On the next page, select Generic JDBC from the DB Type menu and enter the JDBC URL.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Sugar CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.sugarcrm.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:sugarcrm:User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;
  4. Enter the path to the cdata.jdbc.sugarcrm.jar file, located in the lib subfolder of the installation directory.
  5. Right-click the connection and then click Retrieve Schema.
  6. Click Next with the default options to select the tables you want to import.
  7. Finish the wizard with the default options.

Output the Accounts Table to a Flat File

You can follow the procedure below to transfer the Accounts table to a flat file output component:

  1. In the Table Schemas node, drag the tables to the workspace.
  2. In the dialog that is displayed, select the tJDBCInput component.
  3. Next, drag a tFileOutputDelimited component from the Business Intelligence tab of the Palette into the workspace.
  4. Right-click the Accounts tJDBCInput component and drag a vector to the output file.

Run the project to transfer the data.