Build Sugar CRM-Connected ETL Processes in Google Data Fusion

Google Data Fusion allows users to perform self-service data integration to consolidate disparate data. Uploading the CData JDBC Driver for Sugar enables users to access live Sugar CRM data from within their Google Data Fusion pipelines. While the CData JDBC Driver enables piping Sugar CRM data to any data source natively supported in Google Data Fusion, this article walks through piping data from Sugar CRM to Google BigQuery,

Upload the CData JDBC Driver for Sugar to Google Data Fusion

Upload the CData JDBC Driver for Sugar to your Google Data Fusion instance to work with live Sugar CRM data. Due to the naming restrictions for JDBC drivers in Google Data Fusion, create a copy or rename the JAR file to match the following format driver-version.jar. For example: cdatasugarcrm-2020.jar

1. Open your Google Data Fusion instance
2. Click the to add an entity and upload a driver
3. On the "Upload driver" tab, drag or browse to the renamed JAR file.
4. On the "Driver configuration" tab:
   • Name: Create a name for the driver (cdata.jdbc.sugarcrm) and make note of the name
   • Class name: Set the JDBC class name: (cdata.jdbc.sugarcrm.SugarCRMDriver)
5. Click "Finish"

Connect to Sugar CRM Data in Google Data Fusion

With the JDBC Driver uploaded, you are ready to work with live Sugar CRM data in Google Data Fusion Pipelines.

1. Navigate to the Pipeline Studio to create a new Pipeline
2. From the "Source" options, click "Database" to add a source for the JDBC Driver
3. Click "Properties" on the Database source to edit the properties

   NOTE: To use the JDBC Driver in Google Data Fusion, you will need a license (full or trial) and a Runtime Key (RTK). For more information on obtaining this license (or a trial), contact our sales team.

   • Set the Label
   • Set Reference Name to a value for any future references (i.e.: cdata-sugarcrm)
   • Set Plugin Type to "jdbc"
   • Set Connection String to the JDBC URL for Sugar CRM. For example:
     
     jdbc:sugarcrm:RTK=5246...;User=MyUser;Password=MyPassword;URL=MySugarCRMAccountURL;CacheMetadata=True;

     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.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Sugar CRM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.sugarcrm.jar

     Fill in the connection properties and copy the connection string to the clipboard.

   • Set Import Query to a SQL query that will extract the data you want from Sugar CRM, i.e.:
     SELECT * FROM Accounts
4. From the "Sink" tab, click to add a destination sink (we use Google BigQuery in this example)
5. Click "Properties" on the BigQuery sink to edit the properties
   • Set the Label
   • Set Reference Name to a value like sugarcrm-bigquery
   • Set Project ID to a specific Google BigQuery Project ID (or leave as the default, "auto-detect")
   • Set Dataset to a specific Google BigQuery dataset
   • Set Table to the name of the table you wish to insert Sugar CRM data into

With the Source and Sink configured, you are ready to pipe Sugar CRM data into Google BigQuery. Save and deploy the pipeline. When you run the pipeline, Google Data Fusion will request live data from Sugar CRM and import it into Google BigQuery.

While this is a simple pipeline, you can create more complex Sugar CRM pipelines with transforms, analytics, conditions, and more. Download a free, 30-day trial of the CData JDBC Driver for Sugar and start working with your live Sugar CRM data in Google Data Fusion today.