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Connect to Sugar CRM Data in DBArtisan

Use wizards in DBArtisan to configure Sugar CRM data as a data source.

The CData ODBC Driver for Sugar CRM seamlessly integrates Sugar CRM data into database management tools like DBArtisan by enabling you to access Sugar CRM data as a database. This article shows how to create an data source for Sugar CRM in DBArtisan and execute queries. You can then edit data visually and execute standard SQL.

Integrate Sugar CRM Data into DBArtisan Projects

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

You can then follow the steps below to register Sugar CRM data as a database instance in your project:

  1. In DBArtisan, click Data Source -> Register Datasource.
  2. Select Generic ODBC.
  3. Enter a name for the data source and select the DSN.
  4. Finish the wizard to connect to Sugar CRM data. Sugar CRM entities are displayed in the Datasource Explorer.

You can now work with Sugar CRM data as you work with any other database. See the driver help documentation for more information on the queries supported by the Sugar CRM API.