SugarCRM

Sync data from your warehouse to SugarCRM. Keep your SugarCRM Contacts, Leads, Accounts, Opportunities, Cases, Notes, and Tasks in sync with your customer data platform.

Prerequisites

• A SugarCRM instance (Sugar Sell, Sugar Serve, Sugar Enterprise, or Sugar Professional)
• An admin or API-enabled user account with access to the target modules
• Your SugarCRM instance URL (e.g., https://mycompany.sugarcrm.com)
• Username and password for OAuth2 authentication

Authentication

SugarCRM uses OAuth2 password grant authentication via the REST v11 API.

1. Navigate to Destinations in the left sidebar and click Add Destination
2. Select SugarCRM from the destination catalog
3. Enter your Instance URL (e.g., https://mycompany.sugarcrm.com)
4. Enter your SugarCRM Username and Password
5. Optionally configure advanced OAuth2 settings:
   • OAuth2 Client ID: Defaults to sugar if left empty. Only change this if your admin has configured a custom OAuth2 consumer key.
   • OAuth2 Client Secret: Leave empty if using the default sugar client.
   • Platform: Defaults to custom. Using a custom platform value prevents your API session from conflicting with browser login sessions.
6. Click Test Connection to verify authentication and API access
7. Click Save

Configuration

Target Settings

Supported Operations

Sync Modes

Audience Sync Modes

SugarCRM does not have a native list or audience membership API, so audience sync modes are not supported. Use standard sync modes to keep module records in sync.

Features

• Field Mapping: Yes
• Schema Introspection: No

Required Mapping Fields

Default Destination Fields

Contacts: last_name, first_name, email, phone_work, title, department, primary_address_city, primary_address_state, primary_address_country

Leads: last_name, first_name, email, phone_work, title, department, account_name, status, lead_source

Accounts: name, phone_office, website, industry, billing_address_city, billing_address_state, billing_address_country

Opportunities: name, amount, sales_stage, date_closed, account_name

Cases: name, status, priority, description

Notes: name, description

Tasks: name, status, priority, date_due, description

How It Works

1. Authentication: Zeotap authenticates to your SugarCRM instance using the OAuth2 password grant via the /rest/v11/oauth2/token endpoint.
2. Batch Processing: Rows are sent to the SugarCRM /rest/v11/bulk endpoint, which allows multiple record operations in a single HTTP call. Each bulk request contains up to 20 record operations.
3. Sync Mode Mapping:
   • Upsert: Records with a primary key are updated via PUT /<module>/{id}; records without a primary key are created via POST /<module>.
   • Insert: All records are created via POST /<module>.
   • Update: Records are updated via PUT /<module>/{id} using the primary key.
4. Error Handling: Each record in the bulk response is checked individually. Failed records are reported as row-level errors without blocking the rest of the batch.
5. Token Refresh: If a request receives a 401 Unauthorized response, Zeotap automatically re-authenticates and retries the failed batch.

Rate Limits

SugarCRM does not publicly document specific API rate limits. Cloud-hosted instances may enforce limits at the infrastructure level. On-premise deployments depend on server configuration.

Zeotap uses conservative batch sizes (20 operations per bulk request) and sequential processing to avoid overwhelming the SugarCRM API.

Best Practices

• Use a dedicated API user: Create a SugarCRM user specifically for API integrations to avoid session conflicts with browser logins.
• Set a custom platform value: Using a unique platform value (e.g., zeotap) prevents the API session from logging out active browser sessions.
• Map required fields: Each module has required fields (e.g., last_name for Contacts). Ensure these are mapped in your sync configuration.
• Use Upsert mode with primary keys: When syncing records that may already exist in SugarCRM, use Upsert mode with the SugarCRM record ID as the primary key to avoid duplicates.
• Monitor sync results: Check row-level errors in the sync run details to identify records that failed to sync due to validation errors or missing required fields.

Troubleshooting

Authentication failed: invalid credentials

Verify your username and password are correct. Ensure the user account is active and has API access enabled. If your SugarCRM instance uses custom OAuth2 consumers, provide the correct Client ID and Client Secret.

Instance URL not reachable

Ensure the Instance URL uses HTTPS and is publicly accessible (or accessible from your network). The URL should not include a trailing slash or any path (e.g., use https://mycompany.sugarcrm.com, not https://mycompany.sugarcrm.com/rest/v11).

Session conflicts / forced logout

If using the SugarCRM API causes your browser session to log out, set a unique Platform value (e.g., zeotap) in the authentication settings. SugarCRM enforces one active session per platform per user.

Record not found on update

When using Update sync mode, the primary key must be a valid SugarCRM record ID. If the record does not exist, the API returns a 404 error. Use Upsert mode instead to create records that do not yet exist.

Required field validation errors

SugarCRM modules enforce required fields at the API level. Ensure all required fields for the target module are mapped in your sync configuration. Check the Required Mapping Fields section above for each module’s requirements.

Bulk request timeout

If bulk requests time out for large batches, check the SugarCRM instance’s PHP max_execution_time setting (on-premise only). Cloud instances typically have sufficient timeouts for standard batch sizes.