Access Live Sugar CRM Data in Excel (Desktop) through Connect Spreadsheets

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Sugar CRM data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Sugar CRM in Connect Spreadsheets and access and update live Sugar CRM data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Sugar CRM Connectivity for Excel

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

1. Log into Connect Spreadsheets, click Connections and 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 Create & Test
5. Navigate to the Permissions tab in the Add Sugar CRM Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Sugar CRM data from Excel.

Access Live Sugar CRM Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Sugar CRM data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
   
6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
   
7. Choose a Connection (e.g. SugarCRM1), Table (e.g. Accounts), and Columns to import 👁 Connect Spreadsheets panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Executing the Query
   

Update Sugar CRM Data from Excel

In addition to viewing Sugar CRM data in Excel, Connect Spreadsheets also lets you update and delete Sugar CRM data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Sugar CRM (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
   
4. Click Execute to push the updates to Sugar CRM

A notification will appear when the update is complete

Live Access to Sugar CRM Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Sugar CRM data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.