appRules
  • Welcome to appRules®
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              • Azure Table Storage
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      • Creating & Running Projects
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      • Flow Data Migration
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    • Self-Hosting
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  • PLATFORM PRODUCTS
    • appRules Data Migration Engine
      • Overview
      • Flow Data Migration
      • The Migrate Data Activity
        • Overview
        • Initializing the Migrate Data Activity
        • Target Entities Collection
          • Overview
          • Toolbar
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        • Basic Data Migration
        • Matching Schema Migration
        • One-To-Many Migration
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        • Data Replication
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      • Field Mapping & Transformation
      • Reviewing the Project Settings
      • Validations, Error Handling & Notifications
      • Job Execution & Monitoring
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      • Overview
      • Flow Data Migration
      • Process Automation, Business Rules & Decision Support
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        • Control Flow Activities
          • If
          • While
        • Conditions & Actions
          • Overview
          • Conditions
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        • Performing Actions
        • Decision Tables
        • Executing Rule Sets
    • appRules Enterprise 360
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      • Data Migration
      • Integration & Automation
  • Samples
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    • Sample Projects
      • Data Migration, Replication & Synchronization
        • Replicate Dynamics365 In Snowflake
        • Migrate Parent/Child Records Using Target / Bulk Loader
        • Export SQL Table to CSV Using Flow
        • One-to-Many Data Migration
        • Batch Data Source Entities to Files
      • Integration & Automation
        • Decision Table - Customer Discount
        • Iterate Deleted Salesforce Records
        • Use CSV Folder As SQL Database
        • Conditional Actions Execution
        • Round Robin Lead Assignment
      • Snippets
        • Snippet - Arguments, Variables, Dynamic Values & Sourced Values
        • Snippet - Counters & Running Totals
        • Snippet - Executing Financial Functions
        • Snippet - Infinite Loop
        • Using Composite Keys
      • Miscellaneous
        • Custom Queries
        • Parent-Child: Child Project
        • Parent-Child: Parent Project
        • Scheduled System Maintenance
        • Target Activity Errors & Logs
        • Task Parallelism
  • APPENDIX
    • Miscellaneous
      • Common Connection Properties
      • Troubleshooting a Connection
      • Dynamics365 - Connection Settings
      • Dynamics365 App Registration
      • Getting the oAuth Access and Refresh Tokens
      • Editing Windows Environment Variables
      • PickLists
      • Creating a Custom Azure oAuth App
      • Using Kerberos
      • Stored Procedures
    • FAQs
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  1. PLATFORM
  2. Platform Features
  3. System Settings
  4. Data Sources
  5. Connection Settings
  6. CRM

Suite CRM

You can connect to SuiteCRM data via the V4.1 API by simply setting the following connection properties:

  • Schema: Set this to suitecrmv4.

  • Url: Set this to the URL associated with the SuiteCRM application, for example http://suite.crm.com.

  • User: Set this to the user associated with the SuiteCRM account.

  • Password: Set this to the password associated with the SuiteCRM account.

Connecting To SuiteCRM V8 API

Before Connecting

Before you connect to SuiteCRM V8 API you will need to first configure it in your SuiteCRM instance. The API can be configured in SuiteCRM version 7.10+. To configure the API, please follow the steps written in the SuiteCRM JSON API docs, found here: https://docs.suitecrm.com/developer/api/developer-setup-guide/json-api/#_before_you_start_calling_endpoints .

The SuiteCRM V8 API uses OAuth2.0 as its main method of authentication using 2 types of grant type, password or client credentials.

The SuiteCRM V8 API uses OAuth2.0 as its main method of authentication using 2 types of grant type, password or client credentials. To authenticate to SuiteCRM V8 API, please do the following. Note that you have to be an admin to create credentials, create roles, assign roles to users etc.

Note: The OAuth flow is the same in a headless machine.

Register an Application

To obtain the OAuth client credentials, the consumer key, and consumer secret:

  1. Log in to your admin account.

  2. On profile dropdown select Admin > OAuth2 Clients and Tokens and click New Password Client or New Client Credentials Client.

  3. Enter a name and a secret.

  4. Click Save.

Assign Roles for API Access

Usually when authenticating with a client credentials grant type, you will have full access to the API. For authentication with password grant type, the user should have permissions for each module/table.

Users' access to certain resources can be set by configuring REST roles and assigning users to the specific REST roles.

To create a role:

  1. On the profile dropdown, select Admin > Role Management and click Create Role.

  2. Enter name and description and click Save. Then, you will be redirected to the role configuration menu where you can select permissions to any operation on any module.

  3. After you are done with setting up the permissions, you can click Save.

To assign a role to a user:

  1. On profile dropdown, select Admin > Role Management and click on the role you want to assign to a user.

  2. Scroll down to the bottom and click Select User.

  3. A user search window will appear.

  4. Select the users you want to assign the role to and click Select > Save.

Client Credentials Grant

After setting the following connection properties, you are ready to connect:

  • Schema: Set this to the suitecrmv8.

  • AuthScheme: Set this to OAuthClient.

  • OAuthClientId: Set this to the client key that you received.

  • OAuthClientSecret: Set this to the client secret that you noted.

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.

  • URL: The base URL of your SuiteCRM system. For example, https://suitecrmhost/.

Password Grant

After setting the following connection properties, you are ready to connect:

  • Schema: Set this to the suitecrmv8.

  • AuthScheme: Set this to OAuthPassword.

  • OAuthClientId: Set this to the client key that you received.

  • OAuthClientSecret: Set this to the client secret that you noted.

  • User: Set this to the username associated with the user.

  • Password: Set this to the password associated with the user.

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken connection property.

  • URL: The base URL of your SuiteCRM system. For example, https://suitecrmhost/.

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Last updated 2 years ago