©2010 SugarCRM Inc. All rights reserved.<br />Using Sugar Cloud Connectors<br />Andrea Johnson<br />Technical Trainer<br /...
Agenda<br />Overview of Connector Settings<br />Setting Properties<br />Enabling Connectors<br />Mapping Fields<br />Manag...
Overview of Connector Settings<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />3<br />
What are Sugar Connectors?<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />Connects to external d...
Why add Connectors?<br />Access contact details<br />Gain in-depth insight on prospects<br />Help build rapport quickly<br...
What are the Provided Connector?<br />Hoover’s<br />Jigsaw<br />Zoominfo-Person<br />Zoominfo-Company<br />LinkedIn<br />©...
Where to get additional connectors?<br />Additional connectors may be obtained through:<br />SugarForge: http://www.sugarf...
How to access Connector Settings<br />Administration: Home page<br />Under System Panel<br />©2010 SugarCRM Inc. All right...
Setting Connector Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />9<br />
Connector Properties<br />Utilizes Web Services for integration<br />Used to connect to External Data Sources<br />Some se...
Jigsaw Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />WSDL URL:  Provided<br />API Key:  Need to obtain fro...
Hoover’s Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />Endpoint URL:  Provided<br />WSDL URL:  Provided<br...
Zoominfo-Person Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />Person Search Query URL:  Provided<br />Pers...
Zoominfo-Company Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />Person Search Query URL:  Provided<br />Per...
LinkedIn Properties<br />URL: Provided<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />15<br />
Maintaining Settings<br />When connector URL’s change, the new URL’s need to be provided in Connector Settings<br />To ens...
Enabling Connectors<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />17<br />
Enabling Connectors<br />Used to enable modules which will integrate with connectors<br />Each connector will have columns...
Enabling / Disabling Connectors<br />©2010 SugarCRM Inc. All rights reserved.<br />To enable a connector, drag a module fr...
Mapping Connector Fields<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />20<br />
Mapping Connector Fields<br />Used to bind connector fields to Sugar module fields<br />Sugar-provided connectors have fie...
Data Source Output Table<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />22<br />
Connector Mapping Tabs<br />©2010 SugarCRM Inc. All rights reserved.<br />Each connector has fields with corresponding dro...
Managing Connector Search<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />24<br />
Manage Connector Search<br />Fields are chosen to search data source<br />Search parameters are limited by data source<br ...
Data Source Search Table<br />©2010 SugarCRM Inc. All rights reserved.<br />Connector search results depend on Search rule...
Manage Connector Search Tabs<br />Each tab displays lists of connector search fields for connector-enabled modules<br />Fi...
Integrating Data from Connectors<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />28<br />
Viewing Connector Data in Sugar<br />LinkedIn<br />Make sure you’re logged into LinkedIn<br />LinkedIn Symbol next to the ...
Viewing Connector Data in Sugar<br />Data Merge page<br />Specific fields to merge or Smart Copy<br />Save record to merge...
SugarExchange Connectors<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />31<br />
SugarExchange Connectors<br />GetSocial Twitter Pro<br />SalesView (Free)<br />4/13/2010<br />©2010 SugarCRM Inc. All righ...
SugarForge Connectors<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />33<br />
SugarForge Connectors <br />Visible Path for SugarCRM<br />Get Social Twitter4Contacts<br />Facebook Custom Connector (in ...
Creating a Connector<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />35<br />
Create a Connector<br />Documentation: Developer Guide<br />Chapter 4: Customizing Sugar – Creating a Connector<br />Insta...
Summary<br />Overview of Connector Settings<br />Setting Properties<br />Enabling Connectors<br />Mapping Fields<br />Mana...
©2010 SugarCRM Inc. All rights reserved.<br />Using Sugar Cloud Connectors<br />4/13/2010<br />38<br />
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Using Sugar Cloud Connectors Sugar Con 2010

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  • Linked In is connected to the Company Name, not the Contact field. LinkedIn didn’t have an appropriate API we could use, so that’s why it’s keying off Account name and not contact name.
  • Get Social Twitter Pro by Synolia (they are here at SugarCon)The GetSocial: Twitter Pro module assists companies leveraging the SugarCRM customer relationship platform by providing easily integrated, simple to use Twitter features for every department. Internal employees can now utilize Twitter through an authorized channel and authorized client that provides an audit trail and reporting for managers.SalesView discovers sales opportunities across both traditional and Web 2.0 sources including Capital IQ, Reuters, Jigsaw, NetProspex, LinkedIn, Twitter and Facebook. Get everything you need in one place without leaving SugarCRM!
  • Visible Path for SugarCRM is a social network service which helps you pinpoint the best path to the prospects and companies you need to succeed. Twitter4Contacts allows sales people to easily connect with customers by having easy access to their last 20 tweets and a quick link to customer twitter accountsFacebook Custom Connector: This custom connector let&apos;s you keep track of contacts on Facebook and view public profile information.
  • Using Sugar Cloud Connectors Sugar Con 2010

    1. 1. ©2010 SugarCRM Inc. All rights reserved.<br />Using Sugar Cloud Connectors<br />Andrea Johnson<br />Technical Trainer<br />SugarCRM<br />4/13/2010<br />1<br />
    2. 2. Agenda<br />Overview of Connector Settings<br />Setting Properties<br />Enabling Connectors<br />Mapping Fields<br />Managing Searches<br />Integrating Data<br />SugarExchange Connectors<br />SugarForge Connectors<br />Creating a Connector<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />2<br />
    3. 3. Overview of Connector Settings<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />3<br />
    4. 4. What are Sugar Connectors?<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />4<br />Connects to external data sources<br />Merge with existing data in Sugar records<br />May be enabled for Standard and Custom modules<br />Designed for company-type or person-type modules such as Accounts, Leads, and Contacts. <br />Module must have a standard Detail View layout<br />
    5. 5. Why add Connectors?<br />Access contact details<br />Gain in-depth insight on prospects<br />Help build rapport quickly<br />Close deals faster<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />5<br />
    6. 6. What are the Provided Connector?<br />Hoover’s<br />Jigsaw<br />Zoominfo-Person<br />Zoominfo-Company<br />LinkedIn<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />6<br />
    7. 7. Where to get additional connectors?<br />Additional connectors may be obtained through:<br />SugarForge: http://www.sugarforge.com<br />SugarExchange: http://www.sugarexchange.com<br />New connectors may also be developed, and uploaded into Sugar using Module Loader<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />7<br />
    8. 8. How to access Connector Settings<br />Administration: Home page<br />Under System Panel<br />©2010 SugarCRM Inc. All rights reserved.<br />Set Connector Properties<br />Enable Connectors<br />Map Connector Fields<br />Manage Connector Search<br />4/13/2010<br />8<br />
    9. 9. Setting Connector Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />9<br />
    10. 10. Connector Properties<br />Utilizes Web Services for integration<br />Used to connect to External Data Sources<br />Some settings are obtained from Connector Provider<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />10<br />
    11. 11. Jigsaw Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />WSDL URL: Provided<br />API Key: Need to obtain from Jigsaw<br />Go to: http://developer.jigsaw.com/program/developers/enterprises<br />Maximum Number of List Results: <br />Default is 20<br />May be customized to display more or less list results<br />4/13/2010<br />11<br />
    12. 12. Hoover’s Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />Endpoint URL: Provided<br />WSDL URL: Provided<br />API Key: Need to obtain from Hoover’s<br />Go to: http://www.hoovers.com/global/hoov/index.xhtml<br />4/13/2010<br />12<br />
    13. 13. Zoominfo-Person Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />Person Search Query URL: Provided<br />Person Detail Query URL: Provided<br />Partner Code: Need to obtain from Zoominfo<br />Go to: http://developer.zoominfo.com/<br />API Key : Need to obtain from Zoominfo<br />Go to: http://developer.zoominfo.com/<br />4/13/2010<br />13<br />
    14. 14. Zoominfo-Company Properties<br />©2010 SugarCRM Inc. All rights reserved.<br />Person Search Query URL: Provided<br />Person Detail Query URL: Provided<br />Partner Code: Need to obtain from Zoominfo<br />Go to: http://developer.zoominfo.com/<br />API Key : Need to obtain from Zoominfo<br />Go to: http://developer.zoominfo.com/<br />4/13/2010<br />14<br />
    15. 15. LinkedIn Properties<br />URL: Provided<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />15<br />
    16. 16. Maintaining Settings<br />When connector URL’s change, the new URL’s need to be provided in Connector Settings<br />To ensure that proper login credentials have been supplied, select Test Connector (where applicable)<br />Select Save to add settings<br />Select Cancel to discard setting changes<br />Check connector provider sites for updates on API changes, and updates<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />16<br />
    17. 17. Enabling Connectors<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />17<br />
    18. 18. Enabling Connectors<br />Used to enable modules which will integrate with connectors<br />Each connector will have columns for enabled and disabled modules<br />All modules are disabled for connectors by default<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />18<br />
    19. 19. Enabling / Disabling Connectors<br />©2010 SugarCRM Inc. All rights reserved.<br />To enable a connector, drag a module from Disabled to Enabled<br />To disable a connector, drag modules from Enabled to Disabled<br />Select Save to add settings<br />4/13/2010<br />19<br />
    20. 20. Mapping Connector Fields<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />20<br />
    21. 21. Mapping Connector Fields<br />Used to bind connector fields to Sugar module fields<br />Sugar-provided connectors have field mappings set by default<br />Default mappings may be changed and additional fields can be mapped <br />Data may appear in List View, Additional Details Pop-up and Data Merge Forms <br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />21<br />
    22. 22. Data Source Output Table<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />22<br />
    23. 23. Connector Mapping Tabs<br />©2010 SugarCRM Inc. All rights reserved.<br />Each connector has fields with corresponding drop-down list of connector-enabled Sugar module fields<br />4/13/2010<br />23<br />
    24. 24. Managing Connector Search<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />24<br />
    25. 25. Manage Connector Search<br />Fields are chosen to search data source<br />Search parameters are limited by data source<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />25<br />
    26. 26. Data Source Search Table<br />©2010 SugarCRM Inc. All rights reserved.<br />Connector search results depend on Search rules defined by data source provider<br />4/13/2010<br />26<br />
    27. 27. Manage Connector Search Tabs<br />Each tab displays lists of connector search fields for connector-enabled modules<br />Fields may be used by dragging and dropping fields from Available to Default<br />Selected fields are visible on Search sub-panel on Data Merge page<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />27<br />
    28. 28. Integrating Data from Connectors<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />28<br />
    29. 29. Viewing Connector Data in Sugar<br />LinkedIn<br />Make sure you’re logged into LinkedIn<br />LinkedIn Symbol next to the Account Name<br />Jigsaw, Hoover’s, and Zoominfo<br />Get Data button<br />Displays only the connectors the Admin enables<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />29<br />
    30. 30. Viewing Connector Data in Sugar<br />Data Merge page<br />Specific fields to merge or Smart Copy<br />Save record to merge the data in Sugar<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />30<br />
    31. 31. SugarExchange Connectors<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />31<br />
    32. 32. SugarExchange Connectors<br />GetSocial Twitter Pro<br />SalesView (Free)<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />32<br />
    33. 33. SugarForge Connectors<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />33<br />
    34. 34. SugarForge Connectors <br />Visible Path for SugarCRM<br />Get Social Twitter4Contacts<br />Facebook Custom Connector (in development)<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />34<br />
    35. 35. Creating a Connector<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />35<br />
    36. 36. Create a Connector<br />Documentation: Developer Guide<br />Chapter 4: Customizing Sugar – Creating a Connector<br />Installed through the Module Loader<br />4/13/2010<br />©2010 SugarCRM Inc. All rights reserved.<br />36<br />
    37. 37. Summary<br />Overview of Connector Settings<br />Setting Properties<br />Enabling Connectors<br />Mapping Fields<br />Managing Searches<br />Integrating Data<br />SugarExchange Connectors<br />SugarForge Connectors<br />Creating a Connector<br />©2010 SugarCRM Inc. All rights reserved.<br />4/13/2010<br />37<br />
    38. 38. ©2010 SugarCRM Inc. All rights reserved.<br />Using Sugar Cloud Connectors<br />4/13/2010<br />38<br />

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