What is the best practice to synchronize external data sources with Sugar DB?

Dear All,

Please could you let me know what is the best solution to synchronize Sugar CRM with data coming from external DB, for example with accounts and billing information extracted every night from another application? What is the solution I should investigate?

Thank you very much,

Dario

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  • You might also want to consider using a dashlet to pull the data from the other system.

    An ideal use for them would be scenarios where the data you are intending to be synchronized into Sugar only needs to be in Sugar's DB for informational purposes. That is, I need to see the Account's current balance or similar data from the accounting system, but I don't actually need to update that info within Sugar, nor do I need to create filters based off of it.

    Assuming the accounting system has some form of web service interface, I could easily create a dashlet that consumes it and loads the relevant data, providing the info to the user, while also saving me the hassle of moving data back and forth.

Reply
  • You might also want to consider using a dashlet to pull the data from the other system.

    An ideal use for them would be scenarios where the data you are intending to be synchronized into Sugar only needs to be in Sugar's DB for informational purposes. That is, I need to see the Account's current balance or similar data from the accounting system, but I don't actually need to update that info within Sugar, nor do I need to create filters based off of it.

    Assuming the accounting system has some form of web service interface, I could easily create a dashlet that consumes it and loads the relevant data, providing the info to the user, while also saving me the hassle of moving data back and forth.

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