topic Re: Qlik Web Connector - SugarCRM in Connectivity & Data Prep

Qlik Web Connector - SugarCRM

jackvier — Fri, 02 Apr 2021 07:53:20 GMT

How i extract Revenue data from SugarCRM using Qlik Web Connector?

Re: Qlik Web Connector - SugarCRM

Darren_Ball — Wed, 21 Dec 2016 11:23:27 GMT

Hi,

Thanks for your question.

Due to the structure of SugarCRM, I believe that the revenue lines are part of an opportunity, which would have it's 'sales stage' set to 'Closed Won'.

As such, if you run the Opportunities table in the Qlik SugarCRM Connector, you'll find a field called 'sales_stage' with the opportunities at various states such as 'Closed Won', 'Closed Lost' etc.

Bringing this table into Qlik you'll be able to identify and calculate your revenues.

I hope this helps. If you have further questions, please let me know.

Re: Qlik Web Connector - SugarCRM

jackvier — Thu, 22 Dec 2016 21:41:03 GMT

No, i need to read variables in the module "Revenues".

I think is read CustomModule, but y don't have how call this module.

Re: Qlik Web Connector - SugarCRM

Darren_Ball — Tue, 27 Dec 2016 09:27:31 GMT

Hi,

Can you confirm if the 'Revenues' module is a custom module that you've set up, as I can't see a Revenues Module in our SugarCRM development environment.

Thanks

Re: Qlik Web Connector - SugarCRM

jackvier — Tue, 03 Jan 2017 13:50:38 GMT

Re: Qlik Web Connector - SugarCRM

fredlee33 — Wed, 18 Oct 2017 23:57:34 GMT

Hi,

Have you tried to configure the Web Connector for SugarCRM to pull data from a Custom Module?

Based on the screenshot you've provided, the custom module name is Z0001_Revenues (i.e. the name after the # in the URL).

Regards,

Fred

Note: As of the current release, SugarCRM does not include an out-of-the-box Revenue module.