Sage CRM Mappings
Overview
The following fields, grouped by their tables in Sugar Market, are pulled down from Sage CRM into Sugar Market. See the Integration Overview for information on the Sugar Market sync process.
Accounts
| Sage CRM Field | Sage CRM Table | Sugar Market Field |
| -- | Company | AccountID (primary key) |
| Companyid (primary key) | Company | ID |
| Name | Company | AccountName |
| Primaryuserid (foreign key) | Company | OwenrID (foreign key) |
Leads and Contacts
Sugar Market does not have a Leads table, but they are differentiated in the Contacts table by the CRMType field.
| Sage CRM Field | Sage CRM Table | Sugar Market Field |
| -- | -- | ContactID (primary key) |
| LeadID (primary key) | Lead | ID |
| Person ID (primary key) | Person | ID |
| Sage's Account ID (foreign key) | Person | AccountID (foreign key) |
| Assigned UserID / Primay UserID (foreign key) | Lead | OwnerID (foreign key) |
| -- | -- | CRMType |
| -- | -- | CreatedDate |
| -- | -- | LastUpdate |
| CreatedDate | Person | ExternalCRMCreatedDate |
| UpdatedDate1 | Lead | ExternalCRMUpdatedDate |
| PersonFirstName / FirstName | Lead | FirstName |
| PersonLastName / LastName | Lead | LastName |
| PersonEmail / EmailAddress | Person | |
| mailrestriction | Person Lead |
OpOut |
| -- | -- | Source |
| -- | -- | LeadSource |
| PersonTitle / Title | Lead | Title |
| PersonPhoneNumber* | Lead | Phone MobilePhone* |
| Phone Number | Person | Phone MobilePhone |
| Companyaddress1 / Address1 | Lead | MailingStreet |
| -- | -- | MailingStreet2 |
| Companycity / City | Lead | MailingCity |
| Companystate / State | Lead | MailingState |
| Companypostcode / Postcode | Lead | MailingZip |
| Companycountry /Country | Person | MailingCountry |
1 The UpdatedDate field is the field that Sugar Market uses to determine if the record has been updated since the last successful sync to evaluate if the record needs to be synced.
* Note: Only the Sugar Market MobilePhone field is pushed to Sage CRM's PersonPhoneNumber field; the value in the Phone field is not pushed.
Opportunities
| Sage CRM Field | Sage CRM Table | Sugar Market Field |
| -- | -- | OpportunityID (primary key) |
| OpportunityID (primary key) | Opportunity | ID |
| PrimaryCompanyID (primary key) | Opportunity | AccountID (foreign key) |
| AssignedUserID (foreign key) | Opportunity | OwnerID (foreign key) |
| -- | -- | LeadSource |
| Description | Opportunity | Description |
| -- | -- | OpportunityName |
| Stage | Opportunity | Stage |
| -- | -- | StageName |
Users
| Sage CRM Field | Sage CRM Table | Sugar Market Field |
| UserID (primary key) | Users | ID |
| FirstName | Users | FirstName |
| LastName | Users | LastName |
| Logon | Users | Username |
| FirstName + LastName | Users | Name |
| Phone (user_phone) | Users | Phone Number |
| MobilePhone (user_mobilephone) | Users | Cell |
| Title (user_title) | Users | JobTitle |
Push Only - Sugar Market's Task to Sage's Communication Table
| Sage CRM Field | Sage CRM Table | Sugar Market Field |
| -- | -- | TaskID (primary key) |
| Sage's Communication Table ID (primary key) | Communication | ID |
| LeadID / PersonID (foreign key) | Communication | ContactID (foreign key) |
| ContactName | Communication | Contact.FirstName + Contact.LastName |
| Datetime | Communication | DueDate |
| Todatetime | Communication | duedate |
| Note | Communication | Subject |
| Comments | Communication | Description |
| Priority (value "Normal") | Communication | -- |
Note: If Sugar Market Task.Status is blank, the value "In progress" will be pushed. Otherwise, the value defined will be pushed.