Import Leads from SugarCRM to Oracle ERP Cloud

Import Leads from SugarCRM to Oracle ERP Cloud

Use this recipe to import leads from SugarCRM to Oracle ERP Cloud.

Note: This recipe is available as SugarCRM — Oracle ERP Cloud | Import Leads in the Integration Store. Oracle provides this recipe as a sample only. The recipe is meant only for guidance, and is not warranted to be error-free. No support is provided for this recipe.

Overview

This recipe imports leads from SugarCRM to Oracle ERP Cloud according to a schedule specified in Oracle Integration.

To use the recipe, you must install the recipe package and configure the connections and other resources within the package. Subsequently, you can activate and run the integration flow of the package manually or specify an execution schedule for it. When triggered, the integration flow reads the lead records from the SugarCRM instance and, in turn, creates or updates corresponding records in your Oracle ERP Cloud instance. Basic data such as name, phone, address, city, state, postal code, and so on are synchronized between the SugarCRM and Oracle ERP cloud platforms.

System and Access Requirements

Before You Install the Recipe

You must perform the following configuration tasks on your SugarCRM and Oracle ERP Cloud instances in order to successfully connect to these external systems using Oracle Integration.

Configure SugarCRM

To configure SugarCRM,

  1. Ensure that you satisfy the Prerequisites for Creating a Connection.
  2. Create a custom field in SugarCRM to store the IDs of the leads created in Oracle ERP Cloud.

To create a custom field, execute the following tasks.

  1. Log in to your SugarCRM instance using the SugarCRM admin credentials.

  2. On the landing page, in the upper-right corner, click your profile icon, and select Admin.

  3. On the Administration page, click Studio under Developer Tools.

  4. On the Studio page, choose Leads.

  5. On the Edit Leads page, click Fields.

  6. On the Edit Fields page, click Add Field and complete the following:

    • Select the data type of the field
    • Enter the field name
    • Specify the character length

  7. Click Save.

Configure Oracle ERP Cloud

To access the Oracle ERP Cloud instance from Oracle Integration, you’ll require a separate user account on Oracle ERP Cloud.

Log in to your Oracle ERP Cloud instance as an Administrator and perform the following tasks.

  1. Create a user account for Oracle Integration. Make a note of the user name and password you set for the account. You’ll use the credentials of this user account to connect to Oracle ERP Cloud from Oracle Integration.

  2. Assign the following roles to the user account. For more information on these roles, see Assign Required Roles to an Integration User.

    • Integration Specialist

    • Oracle ERP Cloud-specific data access to the integration user

Install and Configure the Recipe

On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.

  1. On the Oracle Integration home page, scroll to the Accelerators & Recipes section.

  2. Click Search All.

  3. Find the recipe package that you want to install.

  4. Select the package, and then click the Install Install icon icon.

  5. After the package is installed, click the Configure Configure icon icon on the recipe card to configure the resources deployed by the package.

    The Configuration Editor page opens, displaying all the resources of the recipe package. Configure the following resources before you activate and run the recipe.

Configure the Oracle SugarCRM Connection

  1. On the Configuration Editor page, select Oracle SugarCRM Connection.

  2. Click Edit Edit icon.
    The connection configuration page appears.

  3. In the Connection Properties section, enter the following details.

    Field Information to Enter
    Site URL Enter the SugarCRM instance URL. For example: https://sg-your_instance_name.demo.sugarcrm.com.
    REST Version Enter the supported SugarCRM REST version. For example: v11_8.

  4. In the Security section, enter the following details.

    Field Information to Enter
    Client Id Enter the client ID that you obtained earlier. Configure SugarCRM.
    Client Secret Enter the client secret that you obtained earlier.
    Username Enter the SugarCRM instance username.
    Password Enter the SugarCRM instance password.

  5. Click Save. If prompted, click Save for a second time.

  6. Click Test to ensure that your connection is successfully configured.
    A confirmation message is displayed if your test is successful.

  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Configure the Oracle ERP Cloud Connection

  1. On the Configuration Editor page, select Oracle ERP Cloud Connection.

  2. Click Edit Edit icon.
    The connection configuration page appears.

  3. In the Connection Properties section, enter the Oracle ERP Cloud host name. For example: https://your_domain_name.fa.DC.oraclecloud.com.

  4. In the Security section, enter the following details.

    Field Information to Enter
    Security Policy Select Username Password Token.
    User Name Enter the user name of the account created for Oracle Integration on Oracle ERP Cloud. See Configure Oracle ERP Cloud.
    Password Enter the password of the account created for Oracle Integration on Oracle ERP Cloud.

  5. Click Save. If prompted, click Save for a second time.

  6. Click Test to ensure that your connection is successfully configured.
    A confirmation message is displayed if your test is successful.

  7. Click Back Back icon to return to the Configuration Editor page. Click Save again if prompted.

Activate and Run the Recipe

After you’ve configured the connections, activate the recipe package and run it.

  1. On the Configuration Editor page, click Activate in the title bar. In the Activate Package dialog, click Activate again.
    A confirmation message is displayed informing that the integration has been submitted for activation. Refresh the page to view the updated status of the integration.

    Note: Update the following property of the scheduled integration flow. You can update the integration property for this flow only after activating it:
    • EmailTo: This integration property holds the email address to which run-time exception emails are sent. Enter an email address of your choice.
      For the procedure to update integration properties, see Steps 7 to 9 in Override Design-Time Properties in an Integration.

  2. Run the recipe.

    1. On the Configuration Editor page, select the integration flow.

    2. Click Run Run icon, then click Submit Now.

    3. In the dialog that appears, click Confirm.
      The Schedule Parameters page is displayed, where you can specify a value for the LastRunTime parameter. This parameter stores the date and time of the most-recent successful run of the integration flow. The parameter’s value is automatically updated after each successful run, and only the SugarCRM lead records created or updated after the date-time stamp stored as parameter’s Current Value are processed by the integration in each run. If you want to change the date-time stamp for a specific scenario, enter the date and time of your choice in the New Value field in the format, yyyy-MM-dd HH:mm. To fetch all the lead records from the beginning, set the value as zero.

    4. Click Submit on the Schedule Parameters page.
      You’ve now successfully submitted the integration for execution.

      Note: You can also schedule this integration to run at a date, time, and frequency of your choosing. See Define the Integration Schedule.

  3. Monitor the execution of the integration flow in Oracle Integration.

    1. On the Configuration Editor page, select the integration flow.

    2. Click Run Run icon, then click Track Instances.

    3. On the Track Instances page, you’ll see the integration flow of the recipe being triggered and executing successfully. The recipe now imports lead records from SugarCRM to Oracle ERP Cloud.

  4. Log in to your Oracle ERP Cloud instance and check for the new leads created or updated.

    1. On the home page, click Menu Menu icon.

    2. Under Sales, click Leads.
      The list of leads is displayed, which contains the records imported from SugarCRM.

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