Best Practice for Exporting Sugar Report Data to Google Data Studio

Hello, 

I'm working on creating reports for my company where I connect many different data sources together for one cohesive report. I've found Google Data Studio (GDS) is a great tool for this because I can import data from many different sources. How I'm accomplishing this is I created a rows and column report in Sugar with all the data fields I want in GDS.  From there I take that excel document and I add all the data to a Google Sheet then set that sheet as a source in GDS. After this the source is in the report and I can create pretty well any chart, table I want and all is well in the world. 

I have 2 questions with this though and I have no idea where to look for guidance. 

1)  Is there a way to schedule this report so that on the day of the schedule it will just dump the data into a Google sheet automatically? I was thinking that to do this I'd set the schedule in Sugar to just run the report so the data is refreshed. Then in Google Sheets I could use the script editor to create a script that will go to Sugar, find the report and pull in the data set. I've attempted this a little bit but haven't been able to get past the access token AND run the URL Fetch code.  

After playing with this I also realized that even if I can get the data into Google Sheets I will likely have duplicate data if a lead or contact was updated recently, so now I'm not even sure if this is the right approach. 

2) If I decide that creating an API isn't the right solution to updating my data for GDS and I stick with updating the data manually should I, update the entire data set each week or just attempt to find the new and modified data.  If I just find the new and/or modified data what kind of logic would I use to merge any duplicates?  OR am I thinking too hard on this and missing a much easier solution? 

Thanks for any assistance!! 

  • Hi Katie!

    I'd like to recommend you try out Skyvia online platform. It provides integration between Sugar CRM and Google Data Studio with an additional step of connecting to a DB or cloud DWH of your choice. It is fully automated, so you don't have to write code. Check it here: https://skyvia.com/data-integration/analyze-sugarcrm-with-google-data-studio

    Also you can use Skyvia Query Google Sheets add-on to export all the data to a Google Sheets (https://skyvia.com/google-sheets-addon/). Three simple steps are enough:
    - Register on Skyvia for free (if you don't have an account yet)
    - Create an SugarCRM connection in the Skyvia account
    - Get Skyvia add-on in google sheet: Add-ons > Skyvia Query

    That's it. Now you can export all the necessary Sugar CRM reports automatically. Moreover, 5 queries per day are completely free.
    There's one exception I have to mention. Skyvia for now  doesn't provide scheduled loading into Google Sheets, but you can get all the actual data by one click

  • Hi Gabe,

    Does this integration work with Sugar Market as well?

    -Ed

  • No, I'm afraid not at the moment