Unlock the full power of your SugarCRM data with seamless integration to Microsoft Power BI Desktop. This connector enables you to extract, sync, and visualize CRM data in real time — helping you build interactive dashboards, advanced analytics, and actionable business insights without manual effort.
Whether you want to analyze Accounts, Contacts, Leads, Opportunities, Cases, or Custom Modules, this integration provides a fast, secure, and hassle-free way to turn your SugarCRM records into meaningful reports.
User Guide
1. Click on the ‘Generate Token’ button and then the ‘Save’ button.
2. Copy the Access Token.
3. Click on ‘Desktop’ and then click on the ‘SugarConnector’ folder.
4. Click on the ‘Bin’ folder.
5. Click on the ‘AnyCPU’ folder.
6. Click on the ‘Debug’ folder.
7. Paste the ‘SugarConnector’ file.
8. Click on the ‘Options and settings’ option.
9. Click the ‘Options’ menu.
10. Click on the ‘Security’ option, select the ‘Data Extensions’ option, and then click the ‘OK’ button.
11. Click on the ‘Get data’ option, and then click on the ‘More…’ option.
12. Search for ‘Sugar’, then click on the ‘Sugar Connector (echoBitz) (Custom)’ option, and then click the ‘Connect’ button.
13. Copy 'Access Token' and 'Base URL'.
14. Copy the ‘Access Token’ and ‘Base URL’, paste them into the ‘baseUrl’ and ‘token’ fields in Power BI, and then click on OK.
15. Copy the ‘Access Token’, paste it into the ‘Account Key’ field, and then click on the ‘Connect’ button.
16. Search for ‘Contact’, select ‘Contact’, and then click on the ‘Load’ button.
17. SugarCRM Contact field successfully synced in Power BI.
18. Create a report in Power BI.
19. Click on the "Publish" option and then click on the "Save" button.
20. Enter the file name and then click on the "Save" button.
21. Select "My workspace" and then click on the "Select" button.
22. Click on the "Got it" button.
23. Open the Power BI website and then click on "My workspace".
24. The Power BI Desktop report was published successfully.
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