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SugarCRM Setup Guide Lite In Devlink
Follow our setup guide to connect SugarCRM to Fivetran.
Prerequisiteslink
To connect SugarCRM to Fivetran, you need a SugarCRM instance with an active subscription.
Find subdomainlink
- Log in to your SugarCRM account.
- Find your subdomain in your SugarCRM URL. For example, if your URL is
https://fivetran.sugarcrm.com
, then your subdomain isfivetran.sugarcrm.com
. - Make a note of the subdomain. You will need it to configure Fivetran.
Create user with read only permissionslink
- Create a new user.
- Create role and assign user.
- Set the field-level permissions as Read Only.
NOTE: Allow read access for all the modules.
Finish Fivetran configuration link
- In the connector setup form, enter the Destination schema name of your choice.
- Enter the Subdomain you found in Step 1.
- Enter the SugarCRM Username and Password for the user you created in Step 2.
- Click Save & Test. Fivetran will take it from here and sync your data from your SugarCRM account.
Related articleslink
description Connector Overview
account_tree Schema Information
settings API Connector Configuration