This document discusses how to use connectors in SugarCRM to integrate external data sources. It covers the key aspects of working with connectors, including setting connector properties, enabling connectors for modules, mapping fields between the connector and SugarCRM modules, managing connector searches, viewing integrated data in SugarCRM, and options for obtaining additional connectors through SugarExchange and SugarForge. The goal of connectors is to merge external contact details and insights into SugarCRM records to help users build relationships and close deals.

1. ©2010 SugarCRM Inc. All rights reserved.Using Sugar Cloud ConnectorsAndrea JohnsonTechnical TrainerSugarCRM4/13/20101

2. AgendaOverview of Connector SettingsSetting PropertiesEnabling ConnectorsMapping FieldsManaging SearchesIntegrating DataSugarExchange ConnectorsSugarForge ConnectorsCreating a Connector4/13/2010©2010 SugarCRM Inc. All rights reserved.2

3. Overview of Connector Settings©2010 SugarCRM Inc. All rights reserved.4/13/20103

4. What are Sugar Connectors?4/13/2010©2010 SugarCRM Inc. All rights reserved.4Connects to external data sourcesMerge with existing data in Sugar recordsMay be enabled for Standard and Custom modulesDesigned for company-type or person-type modules such as Accounts, Leads, and Contacts. Module must have a standard Detail View layout

5. Why add Connectors?Access contact detailsGain in-depth insight on prospectsHelp build rapport quicklyClose deals faster4/13/2010©2010 SugarCRM Inc. All rights reserved.5

6. What are the Provided Connector?Hoover’sJigsawZoominfo-PersonZoominfo-CompanyLinkedIn©2010 SugarCRM Inc. All rights reserved.4/13/20106

7. Where to get additional connectors?Additional connectors may be obtained through:SugarForge: http://www.sugarforge.comSugarExchange: http://www.sugarexchange.comNew connectors may also be developed, and uploaded into Sugar using Module Loader©2010 SugarCRM Inc. All rights reserved.4/13/20107

8. How to access Connector SettingsAdministration: Home pageUnder System Panel©2010 SugarCRM Inc. All rights reserved.Set Connector PropertiesEnable ConnectorsMap Connector FieldsManage Connector Search4/13/20108

9. Setting Connector Properties©2010 SugarCRM Inc. All rights reserved.4/13/20109

10. Connector PropertiesUtilizes Web Services for integrationUsed to connect to External Data SourcesSome settings are obtained from Connector Provider©2010 SugarCRM Inc. All rights reserved.4/13/201010

11. Jigsaw Properties©2010 SugarCRM Inc. All rights reserved.WSDL URL: ProvidedAPI Key: Need to obtain from JigsawGo to: http://developer.jigsaw.com/program/developers/enterprisesMaximum Number of List Results: Default is 20May be customized to display more or less list results4/13/201011

12. Hoover’s Properties©2010 SugarCRM Inc. All rights reserved.Endpoint URL: ProvidedWSDL URL: ProvidedAPI Key: Need to obtain from Hoover’sGo to: http://www.hoovers.com/global/hoov/index.xhtml4/13/201012

13. Zoominfo-Person Properties©2010 SugarCRM Inc. All rights reserved.Person Search Query URL: ProvidedPerson Detail Query URL: ProvidedPartner Code: Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/API Key : Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/4/13/201013

14. Zoominfo-Company Properties©2010 SugarCRM Inc. All rights reserved.Person Search Query URL: ProvidedPerson Detail Query URL: ProvidedPartner Code: Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/API Key : Need to obtain from ZoominfoGo to: http://developer.zoominfo.com/4/13/201014

15. LinkedIn PropertiesURL: Provided©2010 SugarCRM Inc. All rights reserved.4/13/201015

16. Maintaining SettingsWhen connector URL’s change, the new URL’s need to be provided in Connector SettingsTo ensure that proper login credentials have been supplied, select Test Connector (where applicable)Select Save to add settingsSelect Cancel to discard setting changesCheck connector provider sites for updates on API changes, and updates©2010 SugarCRM Inc. All rights reserved.4/13/201016

17. Enabling Connectors©2010 SugarCRM Inc. All rights reserved.4/13/201017

18. Enabling ConnectorsUsed to enable modules which will integrate with connectorsEach connector will have columns for enabled and disabled modulesAll modules are disabled for connectors by default©2010 SugarCRM Inc. All rights reserved.4/13/201018

19. Enabling / Disabling Connectors©2010 SugarCRM Inc. All rights reserved.To enable a connector, drag a module from Disabled to EnabledTo disable a connector, drag modules from Enabled to DisabledSelect Save to add settings4/13/201019

20. Mapping Connector Fields©2010 SugarCRM Inc. All rights reserved.4/13/201020

21. Mapping Connector FieldsUsed to bind connector fields to Sugar module fieldsSugar-provided connectors have field mappings set by defaultDefault mappings may be changed and additional fields can be mapped Data may appear in List View, Additional Details Pop-up and Data Merge Forms ©2010 SugarCRM Inc. All rights reserved.4/13/201021

22. Data Source Output Table©2010 SugarCRM Inc. All rights reserved.4/13/201022

23. Connector Mapping Tabs©2010 SugarCRM Inc. All rights reserved.Each connector has fields with corresponding drop-down list of connector-enabled Sugar module fields4/13/201023

24. Managing Connector Search©2010 SugarCRM Inc. All rights reserved.4/13/201024

25. Manage Connector SearchFields are chosen to search data sourceSearch parameters are limited by data source©2010 SugarCRM Inc. All rights reserved.4/13/201025

26. Data Source Search Table©2010 SugarCRM Inc. All rights reserved.Connector search results depend on Search rules defined by data source provider4/13/201026

27. Manage Connector Search TabsEach tab displays lists of connector search fields for connector-enabled modulesFields may be used by dragging and dropping fields from Available to DefaultSelected fields are visible on Search sub-panel on Data Merge page©2010 SugarCRM Inc. All rights reserved.4/13/201027

28. Integrating Data from Connectors4/13/2010©2010 SugarCRM Inc. All rights reserved.28

29. Viewing Connector Data in SugarLinkedInMake sure you’re logged into LinkedIn\LinkedIn Symbol next to the Account NameJigsaw, Hoover’s, and ZoominfoGet Data buttonDisplays only the connectors the Admin enables4/13/2010©2010 SugarCRM Inc. All rights reserved.29

30. Viewing Connector Data in SugarData Merge pageSpecific fields to merge or Smart CopySave record to merge the data in Sugar4/13/2010©2010 SugarCRM Inc. All rights reserved.30

31. SugarExchange Connectors4/13/2010©2010 SugarCRM Inc. All rights reserved.31

32. SugarExchange ConnectorsGetSocial Twitter ProSalesView (Free)4/13/2010©2010 SugarCRM Inc. All rights reserved.32

33. SugarForge Connectors4/13/2010©2010 SugarCRM Inc. All rights reserved.33

34. SugarForge Connectors Visible Path for SugarCRMGet Social Twitter4ContactsFacebook Custom Connector (in development)4/13/2010©2010 SugarCRM Inc. All rights reserved.34

35. Creating a Connector4/13/2010©2010 SugarCRM Inc. All rights reserved.35

36. Create a ConnectorDocumentation: Developer GuideChapter 4: Customizing Sugar – Creating a ConnectorInstalled through the Module Loader4/13/2010©2010 SugarCRM Inc. All rights reserved.36

37. SummaryOverview of Connector SettingsSetting PropertiesEnabling ConnectorsMapping FieldsManaging SearchesIntegrating DataSugarExchange ConnectorsSugarForge ConnectorsCreating a Connector©2010 SugarCRM Inc. All rights reserved.4/13/201037

38. ©2010 SugarCRM Inc. All rights reserved.Using Sugar Cloud Connectors4/13/201038