SugarCRM

API Integration Guide

Before you start

In order to avoid login conflicts, you will need to set up a custom platform name in the portal. It is best to name it something that describes and identifies your current integration.

Registering a New SugarCRM Platform Value throught the UI

  1. As an admin on your SugarCRM instance, go to the Administration panel.

Admin Panel

  1. Select Configure API Platforms.

Configure API Platforms

  1. Enter a value of your choosing for the new platform and click Add and then Save.

Name Platform

Authentication

SugarCRM uses OAuth 2 Password Credentials.

When installing the SugarCRM connector in one of your customer accounts using Cyclr API, we won’t redirect your users to the SugarCRM sign-in screen. Instead, it requires three account connector properties to be set up: Domain, Username and Password.

First provide a SugarCRM Domain:

curl -X POST
     -H 'Content-Type: application/json' 
     -H 'Accept: application/json' 
     -d '{
            "Name": "Domain",
            "Value": "myaccount.sugarcrm.eu"
         }'
'https://yourCyclrInstance/v1.0/account/connectors/SUGAR\_ACCOUNT\_CONNECTOR\_ID/properties'

SugarCRM Domain should be in the format of “myaccount.sugarcrm.eu“. There’s no “https://” or final forward slash if your URL is “https://myaccount.sugarcrm.eu/“.

Platform should be the custom platform value you set earlier.

Set up SugarCRM Username and Password as account connector properties:

curl -X POST
     -H 'Content-Type: application/json'
     -H 'Accept: application/json'
     -d '{
            "Name": "Username",
            "Value": "myuser"
         }'
'https://yourCyclrInstance/v1.0/account/connectors/SUGAR\_ACCOUNT\_CONNECTOR\_ID/properties'

curl -X POST 
     -H 'Content-Type: application/json' 
     -H 'Accept: application/json'
     -d '{
            "Name": "Password",
            "Value": "mypassword"
         }'
'https://yourCyclrInstance/v1.0/account/connectors/SUGAR\_ACCOUNT\_CONNECTOR\_ID/properties'

Same as the OAuth Redirect flow, call /UpdateAccountConnectorOAuth with a one-time token. If the Domain, Username and Password are all correctly set up, your end-user will simply be redirected back to your application.

Tags: connector
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