Access Live Sugar CRM Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Sugar CRM data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Sugar CRM within Connect Spreadsheets and accessing live Sugar CRM data seamlessly within Google Sheets.

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 Google Sheets

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

1. Log into Connect Spreadsheets, 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

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

Access Live Sugar CRM Data from Google Sheets

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

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for Connect Spreadsheets Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
7. In the Connect Spreadsheets panel in Google Sheets, click Import
8. Choose a Connection (e.g. SugarCRM1), Table (e.g. Accounts, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

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 Google Sheets 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 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.