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

  1. As an admin in 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

You’ll then provide that Platform value when authenticating the SugarCRM Connector in Cyclr.

Authentication using Cyclr’s API

SugarCRM uses OAuth 2 Password Credentials.

If installing the SugarCRM connector using Cyclr’s API, we won’t redirect your users to the SugarCRM sign-in screen. Instead, it requires three account connector properties to be provided: 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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