integration-service
2024.10
true
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Sugar Professional authentication
Integration Service for Automation Suite User Guide
Last updated Nov 11, 2024
Sugar Professional authentication
To be able to create a connection, you need to have the following credentials:
- Your Sugar Enterprise Site URL (for example, https://site_url.sugarcrm.com)
- The username for your Sugar account
- The password for your Sugar account.
For more information on authenticating with Sugar, refer to the Getting started page.
Note: Please reach out to your system administrator for assistance on your instance URL or login credentials.
To create a connection to your Sugar instance, you need to perform the following steps:
-
Select Integration Service from Automation Suite.
-
From the Connectors list, select Sugar Professional. You can also use the search bar to narrow down the connector.
- Select the Connect to Sugar Professional button.
-
You are now redirected to the sign in page. Enter your standard credentials and click Connect.
- The app asks for your permission to read, write, modify, and delete Sugar Professional data on your behalf.
- Your connection has been added.