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November 13, 2009

Preparing for SugarCRM Data Integration

Filed under: Data Integration, Database Integration — Olga Belokurskaya @ 10:39 am

Hosted CRM software has become a mainstream lately. Such solutions as, for example, SugarCRM represents a tremendous opportunity for companies to solve these challenges by leveraging proven, non-intrusive and scalable on-demand platform. Companies begin to realize that fully leverage the benefits of using SugarCRM it’s to integrate customer-facing business processes with the rest of the enterprise.

So, a company only needs to figure out how to integrate, replicate, or migrate their customer information between SugarCRM and 3rd-party systems and applications.

Prior to any data migration clarify the goals of the oncoming integration process. The more clearly you set the goals, the more accurate your SugarCRM integration will be. Sometimes you may need to join data; sometimes it’s all about eliminating duplications; and sometimes the data should be validated or filtered first.

To start reading source data, you need to establish connections to the source databases. In other words, you need to gain access to data tables, data structures, and data entries. This is where data integration actually starts. With visual tools like Apatar, for instance, you can do it without having to write a single line of a code. Just open the “drag-and-drop” job designer, choose the necessary data connectors, enter SugarCRM authorization details, and provide the paths to the database servers or storage files. The application is ready to operate with data.

To know more about the integration of SugarCRM with third-party applications, feel free to read our white paper on “Five Steps to Integrate SugarCRM with 3rd-Party Systems and Avoid Most Common Mistakes

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