Sugar CRM ODBC Driver for Tableau Connection

Accessing the Sugar CRM database can be fast and seamless by using the Open Database Connectivity (ODBC) solution. Providing full interoperability, the ODBC driver for Sugar CRM allows you to access live Sugar CRM data directly from Tableau. It enables you to retrieve data to Tableau, and review and modify these data right in this application.

Sugar CRM Key Features

Customization and flexibility
Forecasting and analytics
Files sync and share
Sales automation

Tableau Key Features

Interactive data visualization
Advanced analytics
Data blending and integration
Collaboration and sharing

Direct Connection

Our data connector enables various ODBC-aware applications to establish a direct connection to Sugar CRM via TCP/IP to eliminate the need for a Sugar CRM client. A direct connection increases the speed of data transmission between Tableau and Sugar CRM for real-time analytics. It streamlines the deployment process since there is no need to distribute any additional client-side software with the ODBC driver for Sugar CRM.

What are some reasons to choose Devart ODBC Driver for Sugar CRM?

Integration

ODBC Driver for Sugar CRM is compatible with Tableau allowing extraction of data by executing SQL statements.

Platforms Variety

ODBC Driver for Sugar CRM can be used with 32-bit and 64-bit applications on both x32 and x64 platforms, so there is no need to additionally configure the driver, applications, or environment.

Fully Unicode-Compliant Driver

With our fully Unicode-compliant driver, you can properly retrieve and modify any data in multilingual Sugar CRM databases, regardless of their character set: Latin, Cyrillic, Hebrew, Chinese, etc., and in any language environment.

How to download, install, and configure ODBC Driver for Sugar CRM?

Windows

Step 1. Download and install the driver

Download the driver. Run the installer and follow the instructions in the wizard. Open ODBC Data Sources. In the System DSN tab, click Add. Select the needed driver and click Finish.

Step 2. Activate the driver

In the License tab of the Configuration dialog, click Input Activation Key and enter your key. Click OK.

Step 3. Configure the Data Source Name (DSN)

In the General tab of the Configuration dialog, fill in the fields with the database connection data. To test the connectivity, click Test Connection. To save the DSN, click OK.

Advantages of Connectivity to Sugar CRM from Tableau via ODBC Driver

Secure Connection

Every operation with Sugar CRM becomes significantly faster using such capabilities of our driver as local data caching, connection pooling, and much more.

Working with Tableau using Multiple Functions

Using Tableau, you can create tables, add data, select, delete, sort, edit, combine data from several database tables, and find unique values quickly and easily.

ODBC Conformance

The driver fully supports the ODBC interface, its data types, and functions. It offers advanced connection string parameters and allows any ODBC-compliant desktop or web application to connect to Sugar CRM from Tableau on various platforms.

Simple SQL Querying on Tableau Files

Tableau processes SQL through its SQL dialect. Using ODBC connection, it is simple to execute different SQL queries to retrieve entire tables or specific columns from Excel, filter data, format data, numbers, etc.

Cost-Effective Deployment

Installing the driver is easy with the standalone installation file. There is no need in deploying and configuring any additional software which results in a reduction in deployment costs.

Sharing Your Data with Tableau

You can share your data with other users in Tableau quickly and easily. Upload your Tableau data to the SharePoint lists so that it can be available for you and others to use to create reports, data models, dashboards, etc.