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The Sugar ODBC Driver is a powerful tool that allows you to connect with live Sugar account data, directly from any applications that support ODBC connectivity.

Access CRM data like you would a database - read, write, and update Leads, Contacts, Opportunities, Accounts, etc. through a standard ODBC Driver interface.

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Use the CData ODBC Driver for Sugar CRM in SAS JMP


You can use the CData ODBC Driver to integrate Sugar CRM data into the statistical analysis tools available in SAS JMP. This article shows how to use Sugar CRM data in the Graph Builder and Query Builder.

You can use the CData ODBC Driver for Sugar CRM to integrate live data into your statistical analysis with SAS JMP. The driver proxies your queries directly to the Sugar CRM API, ensuring that your analysis reflects any changes to the data. The CData ODBC Driver supports the standard SQL used by JMP in the background as you design reports.

The Sugar CRM API supports bidirectional access. This article shows how to access Sugar CRM data into a report and create data visualization. It also shows how to use SQL to query and manipulate Sugar CRM data from the JMP Query Builder.

Access Sugar CRM Data as an ODBC Data Source

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Import Sugar CRM Data with the Query Builder

After you have created the Sugar CRM DSN, you can use SQL to invoke the capabilities of the Sugar CRM API. Follow the steps below to execute some supported queries in the Query Builder:

  1. In SAS JMP, click File -> Database -> Query Builder. The Select Database Connection dialog is displayed.
  2. Click New Connection.
  3. On the Machine Data Source tab, select the DSN. In the next step, the Select Tables for Query dialog is displayed.
  4. In the Available Tables section, select a table and click Primary.
  5. As you drag Available Columns to the Included Columns tab, the underlying SQL query is updated.
  6. Click Run Query to display the data.
  7. To refresh the results with the current data, right-click Update from Database and click Run Script.

Manipulate Sugar CRM Data

You can execute data manipulation queries from JSL scripts such as the one below. To execute a script, click New Script in the toolbar. To connect, specify the DSN. You can then use the standard SQL syntax:

Open Database( "DSN=CData SugarCRM Source;", "INSERT INTO Accounts (Name) VALUES ('Bob');");

Visualize Sugar CRM Data

After importing, you can use the Graph Builder to create graphs visually. To open the Graph Builder, click the Graph Builder button in the toolbar.

  1. Drag a dimension column onto the x axis. For example, Name.
  2. Drag a measure column onto the y axis. For example, AnnualRevenue.
  3. Select a chart type. For example, a bar chart.