SugarCRM Setup Guide Lite In Dev
Follow our setup guide to connect SugarCRM to Fivetran.
Prerequisites
To connect SugarCRM to Fivetran, you need a SugarCRM instance with an active subscription.
Find subdomain
- 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 permissions
- 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
- 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.
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description Connector Overview