Connecting to SugarCRM

  1. Access the Data Sources page using one of these modules:
    Management Console:
    Access Management Console using the URL: http://server:port/managementconsole, where server is the server name or IP address of your Spectrum™ Technology Platform server and port is the HTTP port used by Spectrum™ Technology Platform.
    Note: By default, the HTTP port is 8080.
    Go to Resources > Data Sources.
    Metadata Insights:
    Access Metadata Insights using the URL: http://server:port/metadata-insights, where server is the server name or IP address of your Spectrum™ Technology Platform server and port is the HTTP port used by Spectrum™ Technology Platform.
    Note: By default, the HTTP port is 8080.
    Go to Data Sources.
  2. Click the Add button .
  3. In the Name field, enter a name for the connection. The name can be anything you choose.
    Note: Once you save a connection you cannot change the name.
  4. In the Type field, choose SugarCRM.
  5. Enter your SugarCRM user name and password.
  6. In the URL field, enter the URL of the SugarCRM account to be used for this connection.
  7. Enter the Client Id and Client Secret of your SugarCRM account.
  8. To test the connection, click Test.
  9. Click Save.