• ©2010 SugarCRM Inc. All rights reserved.
Using Sugar Cloud Connectors
Andrea Johnson
Technical Trainer
SugarCRM
• 04/11/2023
• 1
Agenda
Overview of Connector Settings
Setting Properties
Enabling Connectors
Mapping Fields
Managing Searches
Integrating Data
SugarExchange Connectors
SugarForge Connectors
Creating a Connector
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• ©2010 SugarCRM Inc. All rights reserved.
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Overview of Connector Settings
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What are Sugar Connectors?
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Connects to external data sources
Merge with existing data in Sugar records
May be enabled for Standard and Custom modulesDesigned for company-type or person-type modules such as Accounts, Leads, and Contacts.
Module must have a standard Detail View layout
Why add Connectors?
Access contact details
Gain in-depth insight on prospects
Help build rapport quickly
Close deals faster
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What are the Provided Connector?
Hoover’s
Jigsaw
Zoominfo-Person
Zoominfo-Company
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Where to get additional connectors?
Additional connectors may be obtained through:SugarForge: http://www.sugarforge.com
SugarExchange: http://www.sugarexchange.com
New connectors may also be developed, and uploaded into Sugar using Module Loader
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How to access Connector Settings
Administration: Home pageUnder System Panel
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Set Connector Properties
Enable Connectors
Map Connector Fields
Manage Connector Search• 04/11/2
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Setting Connector Properties
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Connector Properties
Utilizes Web Services for integration
Used to connect to External Data Sources
Some settings are obtained from Connector Provider
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Jigsaw Properties
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WSDL URL: Provided
API Key: Need to obtain from JigsawGo to: http://developer.jigsaw.com/program/developers/enterprises
Maximum Number of List Results: Default is 20
May be customized to display more or less list results
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Hoover’s Properties
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Endpoint URL: Provided
WSDL URL: Provided
API Key: Need to obtain from Hoover’sGo to: http://www.hoovers.com/global/hoov/index.xhtml
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Zoominfo-Person Properties
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Person Search Query URL: Provided
Person Detail Query URL: Provided
Partner Code: Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/
API Key : Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/
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Zoominfo-Company Properties
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Person Search Query URL: Provided
Person Detail Query URL: Provided
Partner Code: Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/
API Key : Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/
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LinkedIn Properties
URL: Provided
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Maintaining Settings
When connector URL’s change, the new URL’s need to be provided in Connector Settings
To ensure that proper login credentials have been supplied, select Test Connector (where applicable)
Select Save to add settings
Select Cancel to discard setting changes
Check connector provider sites for updates on API changes, and updates
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Enabling Connectors
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Enabling Connectors
Used to enable modules which will integrate with connectors
Each connector will have columns for enabled and disabled modules
All modules are disabled for connectors by default
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• 04/11/2023
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Enabling / Disabling Connectors
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To enable a connector, drag a module from Disabled to Enabled
To disable a connector, drag modules from Enabled to Disabled
Select Save to add settings
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Mapping Connector Fields
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Mapping Connector Fields
Used to bind connector fields to Sugar module fields
Sugar-provided connectors have field mappings set by default
Default mappings may be changed and additional fields can be mapped
Data may appear in List View, Additional Details Pop-up and Data Merge Forms
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Data Source Output Table
Data Source Data List View Additional Details Pop-Up / Data Merge
Jigsaw Company Name, City, State, Country
Company Name, Address (Street), City, State,Country, Zip, Phone, SIC Code, AnnualRevenue, Annual Revenue Estimate,Ownership, Website, Link to Company inJigsaw.com, Primary Industry, Stock Symbol,Stock Exchange, Date Profile Created,Employee Count, Headcount Range
Hoover’s City, Country, Company ID, Annual Sales,Company Name
Company Name, City, State, Country, PhoneOffice, Annual Sales, Street Address 1, StreetAddress 2, Postal Code, Total Employees
Zoominfo-Person First Name, Last Name, Company Name,Job Title
First Name, Last Name, Company Name, JobTitle, Image URL, Summary URL, EmailAddress
Zoominfo-Company Company Name, City, State, Website
Company Name, City, State, Website, PostalCode, Industry, Website, Description
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Connector Mapping Tabs
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Each connector has fields with corresponding drop-down list of connector-enabled Sugar module fields
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Managing Connector Search
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• 04/11/2023
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Manage Connector Search
Fields are chosen to search data source
Search parameters are limited by data source
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Data Source Search Table
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Data Source Supported Search Fields
Default SearchFields
Jigsaw Company Name, Website
Company Name
Hoover’s Company Name, State, City, Country, PostalCode
Company Name
Zoominfo-Person First Name, Last Name, Company Name, EmailAddress.
First Name, LastName
Zoominfo-Company Company Name, Country, Postal Code, State
Company Name
Connector search results depend on Search rules defined by data source provider
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Manage Connector Search Tabs
Each tab displays lists of connector search fields for connector-enabled modules
Fields may be used by dragging and dropping fields from Available to Default
Selected fields are visible on Search sub-panel on Data Merge page
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Integrating Data from Connectors
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Viewing Connector Data in Sugar
LinkedInMake sure you’re logged into LinkedIn\
LinkedIn Symbol next to the Account Name
Jigsaw, Hoover’s, and ZoominfoGet Data button
Displays only the connectors the Admin enables
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Viewing Connector Data in Sugar
Data Merge page
Specific fields to merge or Smart Copy
Save record to merge the data in Sugar
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SugarExchange Connectors
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SugarExchange Connectors
GetSocial Twitter Pro
SalesView (Free)
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SugarForge Connectors
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SugarForge Connectors
Visible Path for SugarCRM
Get Social Twitter4Contacts
Facebook Custom Connector (in development)
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Creating a Connector
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Create a Connector
Documentation: Developer GuideChapter 4: Customizing Sugar – Creating a Connector
Installed through the Module Loader
• 04/11/2023
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Summary
Overview of Connector Settings
Setting Properties
Enabling Connectors
Mapping Fields
Managing Searches
Integrating Data
SugarExchange Connectors
SugarForge Connectors
Creating a Connector
• ©2010 SugarCRM Inc. All rights reserved.
• 04/11/2023
• 37
• ©2010 SugarCRM Inc. All rights reserved.
Using Sugar Cloud Connectors
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