SugarCRM

Integration

Connect your SugarCRM account to share contacts, events, and objects

What does the SugarCRM integration do?

The SugarCRM integration allows you to connect your XAI instance to your SugarCRM account in order to automatically share and update data between both accounts and centralize your SugarCRM data in your XAI instance.

How do I setup the SugarCRM integration?

Contact your Customer Success Representative to open up your advanced settings panel, where you'll be able to add your SugarCRM account using your SugarCRM URL, Keys, and Credentials. You'll also be able to specify which fields you want automatically updated, in which direction(s), and which SugarCRM objects and events you want to synchronize.

Support for the SugarCRM integration

The Xperx team will happily assist you with connecting to your SugarCRM account. However, any configurations required on the SugarCRM side will be your responsibility.