Scenario: Extracting account data from SugarCRM - 6.1

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Design and Development

This scenario describes a two-component Job which extracts account information from a SugarCRM database and writes it to an Excel output file.

Setting up the Job

  1. Drop a tSugarCRMInput and a tFileOutputExcel component from the Palette onto the workspace.

  2. Connect the input component to the output component using a Row > Main connection.

Configuring the input component

  1. Double-click tSugarCRMInput to define the component properties in its Basic settings view.

  2. Fill the SugarCRM WebService URL field with the connection inforamtion, and the Username and Password fields with the authentication you have.

  3. Select the Module from the list of modules offered. In this example, Accounts is selected.

    The Schema is then automatically set according to the module selected. But you can change it and remove the columns that you do not require in the output.

  4. In the Query Condition field, type in the query you want to extract from the CRM. In this example: "billing_address_city='Sunnyvale'".

Job execution

  1. Double-click tFileOutputExcel to define the component properties in its Basic settings view.

  2. Set the destination file name as well as the Sheet name and select the Include header check box.

  3. Press CTRL+S to save your Job and press F6 to execute it.

    The filtered data is output in the defined spreadsheet of the specified Excel file.