CustomerGauge's Integration Authentications are designed to be re-used across multiple Integration instances.
If you have a single SugarCRM system you only need to set up your Authentication once. If you have multiple SugarCRM systems it's also easy to keep them separated, needing only to set up an Authentication for each system once. This is very helpful with multiple Integration instances as credentials change over time.
How to set up an Authentication for SugarCRM
You can set up an Authentication either as part of the Integration setup process, or through the Authentications page. Regardless of how you set it up, you'll use the same user interface.
The user interface will look the same regardless of whether you're setting up an Authentication as part of an Integration, or from the Authentications page.
System: Select the "SugarCRM" option - this will be automatically selected when set up as part of an Integration.
Site Domain: This is the URL of your SugarCRM system. You can easily copy this from your browser URL when logged into your SugarCRM System, without HTTP protocol nor trailing slash.
- Client ID: This is the Client ID set up as part of an OAuth Key. If you haven't set up a specific OAuth Key, you should use Sugar's default value "sugar".
- Username: This is the username of the user responsible for the Integration. This can be your own user, or a user created for the Integration specifically.
- Password: This is the password of the user responsible for the Integration. This can be your own user, or a user created for the Integration specifically.
- Client Secret: Optional. This is the Client Secret set up as part of an OAuth Key. If you haven't set up a specific OAuth Key, you should leave this blank.
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