Using Sugar Cloud Connectors Sugar Con 2010

• ©2010 SugarCRM Inc. All rights reserved.

Using Sugar Cloud Connectors

Andrea Johnson

Technical Trainer

SugarCRM

• 04/11/2023

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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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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

LinkedIn

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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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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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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

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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

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• ©2010 SugarCRM Inc. All rights reserved.

Using Sugar Cloud Connectors

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