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Supported syncing

For more information about sync modes, refer to the sync modes docs.

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Connect to SugarCRM

Go to the Destinations overview page and click the Add destination button. Select SugarCRM and click Continue. You can then authenticate Hightouch to SugarCRM. Enter the following fields into Hightouch:
  • URL (Required): The base URL of your SugarCRM account
  • Username (Required): The username of the user authenticating to the system.
  • Password (Required): The plaintext password the user authenticating to the system.

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Sync configuration

Once you’ve set up your SugarCRM destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the SugarCRM destination you want to sync to.

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Syncing objects

Sync data from any source to SugarCRM objects. Currently supported objects are:
  • Contacts
  • Accounts
  • Opportunities

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Record matching

You can match rows from your model to objects in SugarCRM on any column in your model and any field in SugarCRM. Ensure the data types of the model column and SugarCRM field you select match. Refer to the record matching docs for more information.

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Field mapping

Hightouch lets you sync contact fields via field mapping. You can map data from any of your model columns to the default contact fields. Ensure your model’s columns have the same data types as the fields you want to sync to.

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Delete behavior

The delete behavior you select dictates what to do when a row no longer appears in your model’s query results. You have the following options:

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Tips and troubleshooting

To see the exact API requests and responses from each sync run, use the live debugger. To get notified by Slack, PagerDuty, SMS, or email when a sync fails, set up sync alerts. If you run into an issue this page doesn’t cover, .
Last modified on July 24, 2024