Understanding Field Mappings for Sugar Plug-ins

    Overview

    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
    Company Account Name account_name
    Job Title Title title
    Email Email Address email
    Business Phone Office Phone phone_work
    Business Fax Fax phone_fax
    Mobile Phone Mobile phone_mobile
    Business Address Primary Address primary_address_street, 
    primary_address_city, 
    primary_address_state, 
    primary_address_postalcode,
    primary_address_country
    Other Address Alternate Address alt_address_street, 
    alt_address_city, 
    alt_address_state, 
    alt_address_postalcode,
    alt_address_country
    Notes Description description

    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
    Subject Subject subject
    Start Time Start Date date_start
    End Time End Date date_end
    Location Location location
    [Description Block] Description description

    Calls

    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
    Subject Subject subject
    Start Time Start Date & Time date_start
    End Time [Start Date & Time + Duration] date_end 
    [Description Block] Description description

    Tasks Field Mappings

    Outlook Appointment Field Sugar Task Name Sugar Task Database Name
    Subject Subject subject
    Start Time Start Date date_start
    End Time Due Date date_due
    Priority Priority priority
    Status  Status status
    [Description Block]  Description description

    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.

    in Plug-Ins

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