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Access Live Sugar CRM Data in Excel 365 Online (Excel for the web)


Connect to Sugar CRM data from Excel 365 Online (Excel for the web) with CData Connect Cloud.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect Cloud, you gain immediate access to Sugar CRM data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Sugar CRM within your Connect Cloud instance and accessing live Sugar CRM data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect Cloud provides a pure cloud-to-cloud interface for Sugar CRM, allowing you to easily access live Sugar CRM data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Sugar CRM, leveraging server-side processing to quickly return Sugar CRM data.

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure Sugar CRM Connectivity for Excel

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

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Sugar CRM" from the Add Connection panel
  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.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add Sugar CRM Connection page and update the User-based permissions.

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

Access Live Sugar CRM Data in Excel for the web

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

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. SugarCRM1), Table (e.g. Accounts), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

Update Sugar CRM Data from Excel

In addition to viewing Sugar CRM data in Excel, CData Connect Cloud 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 CData Connect Cloud 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")
  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 Cloud Applications

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 CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.