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URL: https://www.cdata.com/kb/tech/sugarcrm-cloud-databricks.rst

⇱ Connect and Query Live Sugar CRM Data in Databricks with CData Connect AI

Connect and Query Live Sugar CRM Data in Databricks with CData Connect AI

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to integrate live Sugar CRM data into Databricks and enable direct, live querying and analysis without replication.

Databricks is a leading AI cloud-native platform that unifies data engineering, machine learning, and analytics at scale. Its powerful data lakehouse architecture combines the performance of data warehouses with the flexibility of data lakes. Integrating Databricks with CData Connect AI gives organizations live, real-time access to Sugar CRM data without the need for complex ETL pipelines or data duplication—streamlining operations and reducing time-to-insights.

In this article, we'll walk through how to configure a secure, live connection from Databricks to Sugar CRM using CData Connect AI. Once configured, you'll be able to access Sugar CRM data directly from Databricks notebooks using standard SQL—enabling unified, real-time analytics across your data ecosystem.

Overview

Here is an overview of the simple steps:

  1. Step 1 — Connect and Configure: In CData Connect AI, create a connection to your Sugar CRM source, configure user permissions, and generate a Personal Access Token (PAT).
  2. Step 2 — Query from Databricks: Install the CData JDBC driver in Databricks, configure your notebook with the connection details, and run SQL queries to access live Sugar CRM data.

Prerequisites

Before you begin, make sure you have the following:

  1. An active Sugar CRM account.
  2. A CData Connect AI account. You can log in or sign up for a free trial here.
  3. A Databricks account. Sign up or log in here.

Step 1: Connect and Configure a Sugar CRM Connection in CData Connect AI

1.1 Add a Connection to Sugar CRM

CData Connect AI uses a straightforward, point-and-click interface to connect to available data sources.

  1. Log into Connect AI, click Sources on the left, and then click Add Connection in the top-right.
    2. 👁 Adding a Connection in CData Connect AI
  2. Select "Sugar CRM" from the Add Connection panel.
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Sugar CRM.

    The User and Password properties, under the Authentication section, must be set to valid SugarCRM user credentials. This will use the default OAuth token created to allow client logins. OAuthClientId and OAuthClientSecret are required if you do not wish to use the default OAuth token.

    You can generate a new OAuth consumer key and consumer secret in Admin -> OAuth Keys. Set the OAuthClientId to the OAuth consumer key. Set the OAuthClientSecret to the consumer secret.

    Additionally, specify the URL to the SugarCRM account.

    Note that retrieving SugarCRM metadata can be expensive. It is advised that you store the metadata locally as described in the "Caching Metadata" chapter of the help documentation.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test in the top-right.
  5. Navigate to the Permissions tab on the Sugar CRM Connection page and update the user-based permissions based on your preferences. 👁 Updating permissions

1.2 Generate a Personal Access Token (PAT)

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. PAT functions as an alternative to your login credentials for secure, token-based authentication. It is a best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. Note: The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Step 2: Connect and Query Sugar CRM Data in Databricks

Follow these steps to establish a connection from Databricks to Sugar CRM. You'll install the CData JDBC Driver for Connect AI, add the JAR file to your cluster, configure your notebooks, and run SQL queries to access live Sugar CRM data data.

2.1 Install the CData JDBC Driver for Connect AI

  1. In CData Connect AI, click the Integrations page on the left. Search for JDBC or Databricks, click Download, and select the installer for your operating system.
  2. Once downloaded, run the installer and follow the instructions:
    • For Windows: Run the setup file and follow the installation wizard.
    • For Mac/Linux: Unpack the archive and move the folder to /opt or /Applications. Make sure you have execute permissions.
  3. After installation, locate the JAR file in the installation directory:
    • Windows: 
      C:\Program Files\CData\CData JDBC Driver for Connect AI\lib\cdata.jdbc.connect.jar
    • Mac/Linux: 
      /Applications/CData/CData JDBC Driver for Connect AI/lib/cdata.jdbc.connect.jar

2.2 Install the JAR File on Databricks

  1. Log in to Databricks. In the navigation pane, click Compute on the left. Start or create a compute cluster. 👁 Launching a compute cluster in Databricks
  2. Click on the running cluster, go to the Libraries tab, and click Install New at the top right. 👁 Accessing the Libraries tab in Databricks
  3. In the Install Library dialog, select DBFS, and drag and drop the cdata.jdbc.connect.jar file. Click Install. 👁 Uploading the JDBC driver JAR to DBFS

2.3 Query Sugar CRM Data in a Databricks Notebook

Notebook Script 1 — Define JDBC Connection:

  1. Paste the following script into the notebook cell:
driver = "cdata.jdbc.connect.ConnectDriver"
url = "jdbc:connect:AuthScheme=Basic;User=your_username;Password=your_pat;URL=https://cloud.cdata.com/api/;DefaultCatalog=Your_Connection_Name;"
  1. Replace:
    • your_username - With your CData Connect AI username
    • your_pat - With your CData Connect AI Personal Access Token (PAT)
    • Your_Connection_Name - With the name of your Connect AI data source, from the Sources page
  2. Run the script.

Notebook Script 2 — Load DataFrame from Sugar CRM data:

  1. Add a new cell for this second script. From the menu on the right side of your notebook, click Add cell below.
  2. Paste the following script into the new cell:
remote_table = spark.read.format("jdbc") \
 .option("driver", "cdata.jdbc.connect.ConnectDriver") \
 .option("url", "jdbc:connect:AuthScheme=Basic;User=your_username;Password=your_pat;URL=https://cloud.cdata.com/api/;DefaultCatalog=Your_Connection_Name;") \
 .option("dbtable", "YOUR_SCHEMA.YOUR_TABLE") \
 .load()
  1. Replace:
    • your_username - With your CData Connect AI username
    • your_pat - With your CData Connect AI Personal Access Token (PAT)
    • Your_Connection_Name - With the name of your Connect AI data source, from the Sources page
    • YOUR_SCHEMA.YOUR_TABLE - With your schema and table, for example, SugarCRM.Accounts
  2. Run the script.

Notebook Script 3 — Preview Columns:

  1. Similarly, add a new cell for this third script.
  2. Paste the following script into the new cell:
display(remote_table.select("ColumnName1", "ColumnName2"))
  1. Replace ColumnName1 and ColumnName2 with the actual columns from your Sugar CRM structure (e.g. Name, AnnualRevenue, etc.).
  2. Run the script.
👁 Previewing Sugar CRM data data in Databricks notebook

You can now explore, join, and analyze live Sugar CRM data directly within Databricks notebooks—without needing to know the complexities of the back-end API and without replicating Sugar CRM data.

Try CData Connect AI Free for 14 Days

Ready to simplify real-time access to Sugar CRM data? Start your free 14-day trial of CData Connect AI today and experience seamless, live connectivity from Databricks to Sugar CRM.

Low code, zero infrastructure, zero replication — just seamless, secure access to your most critical data and insights.