Create Datasets from Sugar CRM in Domo Workbench and Build Visualizations of Sugar CRM Data in Domo

Domo helps you manage, analyze, and share data across your entire organization, enabling decision makers to identify and act on strategic opportunities. Domo Workbench provides a secure, client-side solution for uploading your on-premise data to Domo. The CData ODBC Driver for Sugar CRM links Domo Workbench to operational Sugar CRM data. You can build datasets from Sugar CRM data using standard SQL queries in Workbench and then create real-time visualizations of Sugar CRM data in the Domo service.

The CData ODBC Drivers offer unmatched performance for interacting with live Sugar CRM data in Domo due to optimized data processing built into the driver. When you issue complex SQL queries from Domo to Sugar CRM, the driver pushes supported SQL operations, like filters and aggregations, directly to Sugar CRM and utilizes the embedded SQL Engine to process unsupported operations (often SQL functions and JOIN operations) client-side. With built-in dynamic metadata querying, you can visualize and analyze Sugar CRM data using native Domo data types.

Connect to Sugar CRM as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

After creating a DSN, you will need to create a dataset for Sugar CRM in Domo Workbench using the Sugar CRM DSN and build a visualization in the Domo service based on the dataset.

Build a Dataset for Sugar CRM Data

You can follow the steps below to build a dataset based on a table in Sugar CRM in Domo Workbench using the CData ODBC Driver for Sugar CRM.

1. Open Domo Workbench and, if you have not already, add your Domo service server to Workbench. In the Accounts submenu, click Add New, type in the server address (i.e., domain.domo.com) and click through the wizard to authenticate.
2. In the DataSet Jobs submenu, click Add New.
3. Name the dataset job (i.e., ODBC Sugar CRM Accounts), select ODBC Connection Provider as the transport method, and click through the wizard.
4. In the newly created DataSet Job, navigate to Source and click to configure the settings.
5. Select System DSN for the Connection Type.
6. Select the previously configured DSN (CData SugarCRM Sys) for the System DSN.
7. Click to validate the configuration.
8. Below the settings, set the Query to a SQL query: SELECT * FROM Accounts NOTE: By connecting to Sugar CRM data using an ODBC driver, you simply need to know SQL in order to get your data, circumventing the need to know Sugar CRM-specific APIs or protocols.
9. Click preview.
10. Check over the generated schema, add any transformations, then save and run the dataset job.

With the dataset job run, the dataset will be accessible from the Domo service, allowing you to build visualizations, reports, and more based on Sugar CRM data.

Create Data Visualizations

With the DataSet Job saved and run in Domo Workbench, we are ready to build visualizations of the Sugar CRM data in the Domo service.

1. Navigate to the Data Center.
2. In the data warehouse, select the ODBC data source and drill down to our new dataset.
3. With the dataset selected, choose to create a visualization.
4. In the new card:
   • Drag a Dimension to the X Value.
   • Drag a Measure to the Y Value.
   • Choose a Visualization.

With the CData ODBC Driver for Sugar CRM, you can build custom datasets based on Sugar CRM data using only SQL in Domo Workbench and then build and share visualizations and reports through the Domo service.