Jitterpaks for SugarCRM

[Ilan]

I’ve started a Jitterpak for SugarCRM to MySQL data integration as we’ve been receiving requests for examples of integration with SugarCRM.

The following Jitterpak retrieves contact data from SugarCRM and inserts it into a MySQL database. It comprises the following operations:
1. ‘Login to Sugar’ for retrieving and storing SessionID in global variables to be used by subsequent web service calls.
2. ‘Insert Sugar Contacts into MySQL’ that fetches contact information from SugarCRM and inserts it into a table called sugardata in a MySQL database.

Prior to running these operations, you will need to create the MySQL catalog, tables and login credentials by running the sql statement in the file createSugarSampleDB.sql in the correct sequence.

Once your database is in place, you will need to modify the following source and target with the appropriate connection information for your database:

1. Source: SugarCRM TestDB
2. Target: SugarCRM TestDB

To run the data integration open the operation called ‘Login to Sugar’. That will deploy all relevant operations to your server. Once that is done, the operation will instantiate all required operations to complete the data integration.

If you add any functionality to your Jitterpak for SugarCRM that would be useful to others please post them on this thread.

[ck]

Great work Ilan,

Regards,
ck

[bradburyn]

I am looking at using sugarcrm, could someone please direct me to where i can download the jitterpack for sugarcrm.

Thanks N Bradury :D

[Ilan]

The Jitterpak for integrating with SugarCRM can be downloaded from the first post on this forum. The file Jitterpak for SugarCRM.jpk is the Jitterpak that you would open in the Jitterbit Integration Environment. As per the first post in this forum, this Jitterpak integrates between SugarCRM and MySQL.

If you need help in building a different integration scenario please tell us what you need to do.

Thanks.

[andmes]

On the topic of SugarCRM integration, I would like to know if and how SugarCRM could be integrated with Salesforce.com (enterprise edition). It appears that there have been integration efforts for both of these applications seperately, but I would like to know if direct two way integration between those two applications is possible. As an alternative I am wondering if it could also be possible to provide an integration path through an external MySQL database.

[Ilan]

Integration between SugarCRM and Salesforce.com can certainly be done using Jitterbit. Are you looking to synchronize data between the two systems or are you looking to migrate from one to the other?

If you are synchronizing data then I would suggest using a database intermediary to store common object keys between the systems. This table would store ObjectIDs for common Accounts, Opportunities etc. to automate create/update/delete method calls in both systems.

If you are migrating data then you can probably use files or a database. Someone in the Jitterbit community is working on a generic migration from SFDC to Sugar.

Please tell us what you are trying to do as there are several Jitterpaks that I am aware of that could help you.

Thanks.
Ilan.

[andmes]

Thanks for the quick reply Ilan. I am looking to synchronize SugarCRM to Salesforce.com. Do you know if this is possible with the open source edition of SugarCRM as well as if only the Enterprise Edition of Salesforce.com will allow me to do this? I would like to synchronize all commonly used fields as well as user-defined fields that I would setup in both systems. How often can I perform a sync? Is it possible to build rules into Jitterbit? Regards.

[Ilan]

Both the Open Source Edition of SugarCRM and Enterprise Edition of Salesforce.com support Web Service Interfaces, so the synchronization using Jitterbit is possible.

To synchronize using your custom fields you'll need to upload your enterprise WSDL from Salesforce and your SugarCRM WSDL into Jitterbit as the Jitterpak WSDL do not include your custom fields.

I would create a database with the following tables to manage the sync:

CREATE TABLE "SyncTable"
(
"ObjectName" varchar,
"SFDCID" varchar,
"SugarID" varchar,
"SFDCLastUpdated" date,
"SugarLastUpdated" date,
"SFDCObjectType" varchar,
"SugarModuleName" varchar
)

This table is used to match objectIDs between the systems. Searching on all objects for a particular module or object type in each system would populate this – for the sync I would only search on objects updated for that day to reduce the amount of data Jitterbit needs to process. The trick will be matching these objects. If they have identical names, then use ObjectName to match, otherwise you'll need to come up with a different set of fields.

You'll then need another table to store the field values from each system. I would use a field value pair table. E.g.

CREATE TABLE "ObjectFields"
(
"System" varchar,
"ObjectID" varchar,
"FieldName" varchar,
"FieldValue" varchar
)

You would use the data in these tables to drive Create/Update/Delete methods in both systems.

WRT how often to run the sync, that will depend on your requirements. You can schedule Jitterbit to initiate the synchronize and take into account how many objects are updated daily. If Jitterbit will need to process a lot of data, I would set the intervals further apart.

[pgiuseppe]

Hi,
I have installed this software with the intention of integrate SugarCRM with our actual CMS/CRM system.
Because of another project (Sugar c# smart client) I know already the structure of the Sugar response and this is not very confortable.
But what I look for is a software that can transform a structure

module varchar(1056),
fieldName varchar(1056),
fieldValue varchar(1056)

back to the right Business object, without additional programming.
I understood that this is the sense of Jitterbit.
I'm wrong?
If yes, can you post an example of integration between 2 web services?
I take as input data from SugarCRM web service (get_entry_List_response) , I trasform it to a business object, then I fill the second web service with this.
thanks for your help.

[Ilan]

Hi, first I'd like to summarize my understanding of your requirement:

You need to call the SugarCRM method get_entry_List and use the response as the request to another web service.

If that it correct, then you should be able to use Jitterbit. In the current version of Jitterbit you will need to store the results of get_entry_List into a file or database and use that as the source for the subsequent web service call. In Jitterbit 1.2 you will be able to chain them directly.

If you need help in doing this, please attach your WSDL for the second web service call on this thread or email to me ilan.sehayek@jitterbit.com and we'll create a simple Jitterpak for you.

Thanks.
Ilan.

[pgiuseppe]

. In Jitterbit 1.2 you will be able to chain them directly.

Ilan, thanks for your answer.
When will be 1.2 available?

[Ilan]

We're planning to release 1.1 next week. 1.2 will release 6 weeks after that. We will have previews of transformation chaining in 3-4 weeks or so. Would you like us to inform you when that is available?

Thanks.
Ilan.

[Michele]

Is there a JitterPak that imports into SugarCrm? I want to import MS Access data into SugarCrm for a real live demo of SugarCrm.

Thanks!

[Ilan]

Michele,

We have Jitterpaks that import data into SugarCRM at the database level and we will be pubishing a Jitterpak that will use set_entry method in the Sugar WSDL.

To create a Jitterpak that integrates at the database level its quite simple. You would create a source that connects to your MS Access database, a target that points to your SugarCRM database. You would ten define a database to database transformation selecting the appropriate structure from your MS Access database and the requied tables from Sugar.

I will ask the user Wombat if he can share one of his Jitterpaks that does a file to Sugar accounts. Otherwise you can email me your MS Access database and tell me which objects in sugar you are trying to upload (accounts, contacts, opportunities ...).

Thanks.
Ilan.

[Richard]

How about Sugar & Syspro . Syspro is on a MS SQL database...

Rich