Automate Sugar CRM Data Replication to Couchbase

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live Sugar CRM data into your Couchbase instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Replication Destinations

Using CData Sync, you can replicate Sugar CRM data to Couchbase. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Couchbase as a destination.
3. Enter the necessary connection properties.
   • Server - Enter either the host name or the IP address of your Couchbase server.
   • Auth Scheme - Select the authentication scheme. Basic is the default setting. For this setting, specify your login credentials:
     • User - Enter the username that you use to authenticate to Couchbase.
     • Password - Enter the password that you use to authenticate to Couchbase.
   • Couchbase Service - Select the Couchbase service that you want to use. The default service is N1QL.
   • Connection Mode - Select the connection mode that you want to use. The default mode is Direct.
   • Use SSL - Specify whether you want to use the Secure Sockets Layer (SSL) protocol. The default value is False.
   • Click Test Connection to ensure that the connection is configured properly.
   • Click Save Changes.

Configure the Sugar CRM Connection

You can configure a connection to Sugar CRM from the Connections tab. To add a connection to your Sugar CRM account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Sugar CRM).
3. Configure the connection properties.
   
   

   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 Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Sugar CRM data to Couchbase.