Integrating With Google for Admins

    Overview

    Sugar’s Google connector allows users to import their Google contacts to Sugar® and link documents in Sugar to documents stored on the Google Drive™ online storage service. This article will cover the administrator’s configuration of the Google connector which must be completed before users can enable and use the connector. Information about enabling the connector for user accounts and utilizing the Google connector is available in the Integrating With Google for End Users article.

    Prerequisites

    • You must be an administrator user to enable the Google connector for your instance.
    • You must have an active Google or Google Apps account to configure the Google connector for your instance.

    Steps to Complete

    Before users may connect their Google accounts to Sugar, an admin user must complete the initial, system-wide Google connector configuration. The following sections explain how the administrator can acquire the proper API credentials from Google and use those credentials to set up the connector in Sugar. For information on how users can then connect their individual Google accounts to their Sugar user profiles, please refer to the Integrating With Google for End Users article.

    Enabling Google APIs and Creating Credentials

    To set up the Sugar Google connector, first, enable the appropriate Google APIs (Drive API and Contacts API) and create credentials to obtain a Client ID and Client Secret.

    1. Navigate to the Google Developers site in your web browser.
    2. Sign in using the Google account under which you would like to register the application.
    3. Create a new project using one of the following methods:
      • Click the Create Project button, enter a project name of your choice (e.g. Sugar Google Connector), and then click “Create”.
      • If you do not see the Create Project button, expand the menu labeled “Select a project” in the navigation bar. Click on “Create a project…”, enter a project name of your choice (e.g. Sugar Google Connector), and then click “Create”.
    4. Click “Enable and manage APIs” on the Google Developers Console dashboard.
    5. Click on “Drive API” and then click the Enable API button. 
    6. Return to the API Manager and click on “Contacts API” and then click the Enable API button.
    7. Now click “Credentials” under the API Manager panel on the left.
    8. On the Credentials page, click “Create credentials” and then select “OAuth client ID” for the credential type.
      • Note: If this is your first API project, Google will prompt you to configure the OAuth consent screen. Users will see this screen when your application requests access to their private data. Click on “Configure consent screen” then enter a product name of your choice (e.g. Sugar Google Connector). The remaining fields are optional. Click “Save” and continue to the next step.
    9. Next, select “Web application”. Enter the authorized redirect URL.
    10. Click “Create” to generate your unique credentials. The Client ID and Client Secret information will display in a pop-up window. Record both of these values to use during configuration of the connector in Sugar.

    Configuring Sugar’s Google Connector

    Once you have obtained the Client ID and Client Secret, use the following steps to set up the Google connector in Sugar:

    1. Log into your Sugar instance and navigate to Admin > Connectors > Set Connector Properties.
    2. Click the Google tab and fill in the Client ID and Client Secret values obtained in step 10 of the Enabling Google APIs and Creating Credentials section. Click “Save”.
    3. Next, navigate to Admin > Connectors > Enable Connectors.
    4. Click the Google tab and ensure that there is a checkmark in the box next to “Enable…”.

    Steps for End Users

    Information about enabling the connector for user accounts and utilizing the Google connector is available in the Integrating With Google for End Users article.

    in Connectors and Integrations

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