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SugarCRM REST connection

The SugarCRM connection contains the information for a single installation and the services to which that installation has access, including login credentials.

If you use multiple installations, you need a separate connection component for each.

Because of a change made by SugarCRM to their certificates, you may receive a message when attempting to connect that the certificate path cannot be found. Your connection may not work when running a basic runtime on an older Java version (earlier than JRE 1.8.0_91). If this happens, you need to upgrade your basic runtime.

Connection tab

The connector uses OAuth 2.0 Resource Owner Password Credentials Grant flow type for username and password authentication.

Base URL - Enter the URL that identifies where the module is available and its version, for example https://dellboomiisvpr.sugarondemand.com/rest/v10/.

Client Id - The client ID obtained from SugarCRM (Admin > OAuth Keys).

Client Secret - The client secret obtained from SugarCRM.

Username - Enter the user name required to authenticate and log into SugarCRM.

Password - Enter the password for your SugarCRM account.

Test Connection

You can test your connection settings before you use or save the connection in a process. The Test Connection ensures that your specified settings are correct, valid, and accessible. If the test connection is successful, you can save the connection. Otherwise, review and correct any incorrect settings, then test again.

Attention

You can only run the Test Connection against containers associated with your account (local runtimes, runtime clusters, and runtime clouds).

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