All of the tasks in the SugarCRM connector require a connection to SugarCRM, so you will need to create a connection with the type ‘Sugar CRM’. See Connection Manager for instructions on creating a new connection. You will see a screen like the one below, requesting your SugarCRM details:
Enter your SugarCRM details as described below, then click ‘Finish’ to create the connection.
Enter the password for the SugarCRM user.
Enter the address of your SugarCRM system. (e.g. http://crm.example.com).
Enter the username to log into SugarCRM with.
Back | Edit on Github