The Sugar® Plug-ins for Microsoft Office and IBM Notes allow you to archive your emails into Sugar, make offline updates to data for later sync, and merge Sugar customer data into documents like letters and invoices. The following article will help you understand how the data in these software systems communicate with Sugar and what you can expect when a synchronization occurs.
Features and Restrictions
When using plug-ins to communicate between Sugar and external software products, there will be times that the names of Sugar fields do not exactly coincide with the fields in the other products. Use this article to better understand field mappings between Sugar and Plug-ins for Microsoft and IBM Notes. The complete installation and application guides for the following plug-ins can be found in the Sugar Plug-ins documentation.
Microsoft Outlook Plug-in
The Sugar Plug-in for Outlook synchronizes data between your Sugar instance and Outlook. You can utilize the Description field in either product to share non-standardized data. The Sugar Plug-in for Outlook does not recognize custom fields in Sugar, therefore any custom Sugar fields will be ignored by the Outlook Plug-in as the ability to synchronize custom Sugar fields is an existing enhancement request. The fields in the Contacts, Meetings, Calls, and Tasks modules that can be synchronized with Outlook are listed below.
Contacts Field Mappings
When the Outlook Plug-in synchronizes contacts, the following field mappings are applied:
|Outlook Contact Field||Sugar Contact Field Name||Sugar Contact Database Name|
|Full Name||First Name||first_name|
|Full Name||Last Name||last_name|
|Business Phone||Office Phone||phone_work|
|Business Address||Primary Address||primary_address_street,
|Other Address||Alternate Address||alt_address_street,
Meetings Field Mappings
Sugar calls and meetings will both synchronize to Outlook as appointments. When the Outlook Plug-in syncs meetings, the following field mappings are applied:
|Outlook Appointment Field||Sugar Meeting Field Name||Sugar Meeting Database Name|
|Start Time||Start Date||date_start|
|End Time||End Date||date_end|
Sugar calls and meetings will both synchronize to Outlook as appointments. When the Outlook Plug-in syncs calls, the following field mappings are applied:
|Outlook Appointment Field||Sugar Call Field Name||Sugar Call Database Name|
|Start Time||Start Date & Time||date_start|
|End Time||[Start Date & Time + Duration]||date_end|
Tasks Field Mappings
|Outlook Appointment Field||Sugar Task Name||Sugar Task Database Name|
|Start Time||Start Date||date_start|
|End Time||Due Date||date_due|
Microsoft Word and Excel Plug-Ins
The Sugar Plug-in for Microsoft Word enables users to merge Sugar data with Word templates, while the Sugar Plug-in for Microsoft Excel allows users to edit and delete the contents of existing Sugar fields in Excel and transfer the updated information to the Sugar database. Both of these plug-ins recognize custom Sugar fields created in Studio and can successfully sync data to and from these fields.
For more information about using Sugar plug-ins for Microsoft products, please refer to the Sugar Plug-ins documentation.
IBM Notes Plug-In
Sugar’s IBM Notes Plug-in allows users to share information between their IBM Notes client and their Sugar instance. The Sugar Plug-in for IBM Notes does not recognize custom fields in Sugar, therefore any custom Sugar fields will be ignored by the Notes Plug-in. The ability to synchronize custom Sugar fields via the Notes Plug-in is an existing enhancement request.
For more information about using the IBM Notes Plug-in for Sugar, please refer to the Sugar Plug-in for IBM Notes documentation.