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