Build Sugar CRM-Connected Dashboards Using Zoho Analytics

Zoho Analytics is a modern BI and Analytics platform that allows you to connect and analyze your data, while also creating visualizations and dashboards to discover hidden insights. When paired with CData Connect AI, Zoho Analytics provides instant, cloud-to-cloud access to Sugar CRM data for reporting and analytics. This article demonstrates how to connect to Sugar CRM using Connect AI and analyze Sugar CRM data by creating dashboards in Zoho Analytics.

CData Connect AI provides a pure cloud-to-cloud interface for Sugar CRM, allowing you to analyze Sugar CRM data in Zoho Analytics — without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Sugar CRM, leveraging server-side processing to return the requested Sugar CRM data quickly.

Configure Sugar CRM Connectivity for Zoho Analytics

Connectivity to Sugar CRM from Zoho Analytics is made possible through CData Connect AI. To work with Sugar CRM data from Zoho Analytics, we start by creating and configuring a Sugar CRM connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Sugar CRM" from the Add Connection panel
👁 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
5. Navigate to the Permissions tab in the Add Sugar CRM Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

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. It is 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. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Sugar CRM data from Zoho Analytics.

Connect to Sugar CRM in Zoho Analytics Using CData Connect AI

To establish a connection from Zoho Analytics to CData Connect AI, follow these steps:

1. Log in to Zoho Analytics.
👁 Logging into Zoho Analytics

2. Create a new connection and select Cloud Databases to open the connection modal.
👁 Creating a new connection

3. Enter the following information:
   • Database Type - select MS SQL Server.
   • Endpoint - enter tds.cdata.com
   • SQL Server Instance Name - leave this blank.
   • Port - enter 14333
   • Username - enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
   • Password - enter the PAT you generated.
   • Database Name - enter the Connection Name of the CData Connect AI data source you want to connect to (for example, SugarCRM1).
   • Click Next.
   👁 Displaying configuration settings
   
4. Choose the table that you would like to import from, e.g. Accounts.
👁 Choosing table to import

5. A Data Preview of the table should pop up. Next, enter a Workspace Name and Table Name to be able to refer to in Zoho Analytics. Click Next.
👁 Displaying data preview

6. There is an option to schedule the import periodically. After configuring, click Create.
👁 Scheduling the import

7. Now, the import has been initiated. Click OK.
👁 Initiating the import

8. View your new connection in the Zoho Analytics Explorer.
👁 Viewing new connection

9. Click on the new connection to see the table.
👁 Viewing the table

10. Zoho Analytics can auto-generate dashboards for the user, as seen here:
👁 Auto-generating a dashboard

We have successfully imported Sugar CRM data into Zoho Analytics and created dashboards.

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