SugarAI
The SugarAI Connector provides authentication, read (query) and upsert (insert or update) functionality against any SugarAI module including Accounts, Contacts and Opportunities. All data is transferred using the SugarAI web service. It supports both standard and custom modules, and both standard and custom fields.
Please note that Zynk supports SugarAI version 6.4.1 and above. Earlier versions are not supported.
Each of the tasks require a connection to SugarAI, for more information on setting up and managing connections see the page Connecting to SugarAI.
Available Modules
The following standard modules are available via the Sugar API and can be used with the above tasks. Custom modules are also supported, in addition to the modules listed here:
- Accounts
- Administration
- Bugs
- Calls
- CampaignLog
- Campaigns
- CampaignTrackers
- Cases
- Contacts
- Currencies
- Dashboard
- DocumentRevisions
- Documents
- EditCustomFields
- EmailAddresses
- EmailMan
- EmailMarketing
- Emails
- EmailTemplates
- Feeds
- Groups
- Import
- InboundEmail
- Leads
- Meetings
- Notes
- Opportunities
- Products
- Project
- ProspectLists
- Prospects
- Quotation
- Releases
- Roles
- Schedulers
- UserPreferences
- Versions