Creating or editing an endpoint for Sage CRM activity

Endpoints provide the configuration information that the Studio and the Integration Appliance use to connect to Sage CRM. Sage CRM uses Basic HTTP authentication mechanism to authorize users to perform operations.

Selecting or editing a Sage CRM endpoint

  1. In the Create Endpoint or Edit Endpoint pane, configure the Sage CRM endpoint as described in the following table.
    Note: Changing the configuration properties of an endpoint affects all orchestrations that use that endpoint in the project. The edits are global, not local.
  2. Click Test Connection to confirm that the connection details are valid and you are able to connect to Sage CRM successfully.
  3. Click OK.
Table 1. Connection properties
Field Name Description
Deployment Type Type of deployment used for the Sage CRM instance. Currently only option supported is ‘Cloud’.
Host Name Host Name for Sage CRM instance. Since this is applicable for on premise version, it is currently disabled.
Username User name used to identify the authorized user.
Password Password to authorize the user.

Following parameters are required in endpoint test connection screen to make connection via Proxy:

Field Name Description
Authentication Type Authentication Type to be used for connecting to the Proxy Network. It will have values as Basic and NTLM.
Domain Domain of Proxy Network (enabled only if user selects Authentication type as NTLM)
Host name Host Name of Proxy Network
Port Port Number of Proxy Network
User Name User Name for accessing service via proxy network
Password Password for accessing service via proxy network
Note:

In the Map Input section of each activity, relevant fields of endpoint panel are available to override at runtime. User can provide data to various groups of parameters like Proxy Details, Connection Details or Authentication Details to override. Providing only partial field data in a selected group is not allowed to override.

Objects Supported by the Sage CRM Connector

Following standard objects are supported by the Sage CRM Connector:

Sage CRM Objects Create Update Delete Query Retrieve Retrieve All
Activity Yes Yes Yes Yes Yes Yes
Address Yes Yes Yes Yes Yes Yes
Address_Link Yes Yes Yes Yes Yes Yes
CallList Yes Yes Yes Yes Yes Yes
CallListTracker Yes Yes Yes Yes Yes Yes
Campaigns Yes Yes Yes Yes Yes Yes
CaseProgress Yes Yes Yes Yes Yes Yes
Cases Yes Yes Yes Yes Yes Yes
Channel Yes Yes Yes Yes Yes Yes
CoachingCaptions Yes Yes Yes Yes Yes Yes
Comm_Link Yes Yes Yes Yes Yes Yes
Communication Yes Yes Yes Yes Yes Yes
Company Yes Yes Yes Yes Yes Yes
CSE_Address Yes Yes Yes Yes Yes Yes
CSE_Note Yes Yes Yes Yes Yes Yes
Currency Yes Yes Yes Yes Yes Yes
Custom_Pages Yes Yes Yes Yes Yes Yes
Device Yes Yes Yes Yes Yes Yes
Email Yes Yes Yes Yes Yes Yes
FieldSecurity Yes Yes Yes Yes Yes Yes
Forecast Yes Yes Yes Yes Yes Yes
ForecastHistory Yes Yes Yes Yes Yes Yes
Lead Yes Yes Yes Yes Yes Yes
LeadProgress Yes Yes Yes Yes Yes Yes
Library Yes Yes Yes Yes Yes Yes
Activity Yes Yes Yes Yes Yes Yes
Address Yes Yes Yes Yes Yes Yes
Address_Link Yes Yes Yes Yes Yes Yes
CallList Yes Yes Yes Yes Yes Yes
CallListTracker Yes Yes Yes Yes Yes Yes
Campaigns Yes Yes Yes Yes Yes Yes
CaseProgress Yes Yes Yes Yes Yes Yes
Cases Yes Yes Yes Yes Yes Yes
Channel Yes Yes Yes Yes Yes Yes
CoachingCaptions Yes Yes Yes Yes Yes Yes
Comm_Link Yes Yes Yes Yes Yes Yes
Communication Yes Yes Yes Yes Yes Yes
Company Yes Yes Yes Yes Yes Yes
CSE_Address Yes Yes Yes Yes Yes Yes
CSE_Note Yes Yes Yes Yes Yes Yes
Currency Yes Yes Yes Yes Yes Yes
Custom_Pages Yes Yes Yes Yes Yes Yes
Device Yes Yes Yes Yes Yes Yes
Email Yes Yes Yes Yes Yes Yes
FieldSecurity Yes Yes Yes Yes Yes Yes
Forecast Yes Yes Yes Yes Yes Yes
ForecastHistory Yes Yes Yes Yes Yes Yes
Lead Yes Yes Yes Yes Yes Yes
LeadProgress Yes Yes Yes Yes Yes Yes
Library Yes Yes Yes Yes Yes Yes
Currency Yes Yes Yes Yes Yes Yes
Custom_Pages Yes Yes Yes Yes Yes Yes
Device Yes Yes Yes Yes Yes Yes
Email Yes Yes Yes Yes Yes Yes
FieldSecurity Yes Yes Yes Yes Yes Yes
Forecast Yes Yes Yes Yes Yes Yes
ForecastHistory Yes Yes Yes Yes Yes Yes
Lead Yes Yes Yes Yes Yes Yes
LeadProgress Yes Yes Yes Yes Yes Yes
Library Yes Yes Yes Yes Yes Yes
Location Yes Yes Yes Yes Yes Yes
Marketing Yes Yes Yes Yes Yes Yes
NewProduct Yes Yes Yes Yes Yes Yes
Notes Yes Yes Yes Yes Yes Yes
Opportunity Yes Yes Yes Yes Yes Yes
OpportunityHistory Yes Yes Yes Yes Yes Yes
OpportunityItem Yes Yes Yes Yes Yes Yes
OpportunityProgress Yes Yes Yes Yes Yes Yes
OrderItems Yes Yes Yes Yes Yes Yes
Orders Yes Yes Yes Yes Yes Yes
PasswordSecurity Yes Yes Yes Yes Yes Yes
Person Yes Yes Yes Yes Yes Yes
Phone Yes Yes Yes Yes Yes Yes
Pricing Yes Yes Yes Yes Yes Yes
PricingList Yes Yes Yes Yes Yes Yes
ProductFamily Yes Yes Yes Yes Yes Yes
Products Yes Yes Yes Yes Yes Yes
QuoteItems Yes Yes Yes Yes Yes Yes
Quotes Yes Yes Yes Yes Yes Yes
RollUpHistory Yes Yes Yes Yes Yes Yes
SalesPerson Yes Yes Yes Yes Yes Yes
SLA Yes Yes Yes Yes Yes Yes
SLAAction Yes Yes Yes Yes Yes Yes
SLASeverity Yes Yes Yes Yes Yes Yes
SolutionLink Yes Yes Yes Yes Yes Yes
Solutions Yes Yes Yes Yes Yes Yes
SolutionsProgress Yes Yes Yes Yes Yes Yes
TaxCode Yes Yes Yes Yes Yes Yes
UOM Yes Yes Yes Yes Yes Yes
UOMFamily Yes Yes Yes Yes Yes Yes
UserAgents Yes Yes Yes Yes Yes Yes
UserContacts Yes Yes Yes Yes Yes Yes
Users Yes Yes Yes Yes Yes Yes
WaveItems Yes Yes Yes Yes Yes Yes
Waves Yes Yes Yes Yes Yes Yes

Custom Objects support:

Any custom objects created in Sage CRM will be treated as a normal object from the point of view of the App Connect Sage CRM connector.

Custom Fields support:

Any custom field(s) created in Sage CRM will be treated as a normal field from the point of view of the App Connect Sage CRM connector.




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Timestamp icon Last updated: Tuesday, 27 September 2016


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