Excel Add-in for SugarCRM supports SugarCRM 7.0 or higher. Excel Add-in for SugarCRM does not support SugarCRM Community edition.


ExpandedToggleIcon        Connection Dialog

The following connection options are required:

1.Host - The login URL to SugarCRM service;
2.User Id - The SugarCRM login account;
3.Password - The password for the SugarCRM login account;


In addition to the required options, Advanced connection options may be set for more fine connection tuning.


ExpandedToggleIcon        Advanced Connection Options

The following table describes the options that you can include in the Connection String using the Advanced Connection Editor dialog box:




Connection Lifetime

When a connection is returned to the pool, its creation time is compared with the current time, and the connection is destroyed if that time span (in seconds) exceeds the value specified by Connection Lifetime. The default value is 0 (connection always returns to pool).

Connection Timeout

The length of time (in seconds) to wait for a connection to the server before terminating the attempt and generating an error. The default value is 15.

Default Command Timeout

The time in seconds to wait while trying to execute a command before terminating the attempt and generating an error.

Failover Retries

The number of retry attempts to automatically re-run a command before displaying an error message in case when the command failed because of an error that may be temporary.

Ignore Certificate Name Mismatch

Determines whether the certificate name mismatch error should be ignored.

Ignore Certificate Untrusted

Determines whether the untrusted root certificate error should be ignored.

Local SQL Engine

Determines whether to use local SQL engine for SELECT queries, that are too complex to translate them directly to SugarCRM API calls or to show an error message.

Max Pool Size

The maximum number of connections allowed in the pool. Setting the Max Pool Size value in the connection string can affect performance. The default value is 100.

Metadata Cache

The path to the metadata cache database file.

Min Pool Size

The minimum number of connections allowed in the pool. The default value is 0.


The user password.

Persist Security Info

Indicates if security-sensitive information, such as the password, is not returned as part of the connection if the connection is open or has ever been in an open state.


The SugarCRM platform to specify when connecting to SugarCRM. You can read more about SugarCRM platforms in <a href="">SugarCRM devcloper blog</a>.


If true, by default, the connection is drawn from the appropriate pool or is created and added to the appropriate pool.

Proxy Host

The host name or IP address of proxy server.

Proxy Password

The password for the proxy server account.

Proxy Port

The port number of the proxy server. The default value is 3128.

Proxy User

The proxy server account name.


Indicates whether the connection is read-only (allows only SELECT statements).


The login URL to the SugarCRM service.

Token Server

Not used for SugarCRM.

Use Email Relationship

Determines how SugarCRM email-related data is processed. If set to False, the email1, email_addresses_non_primary, invalid_email, email_opt_out, and email_and_name1 fields are used. Otherwise, a single email field, storing a JSON array with emails and all their settings is used.

Note that SugarCRM Developers consider the old approach with using email1 and other email-related fields out-of-date, deprecated, and subject to removal in upcoming Sugar releases. We keep the ability to use it for compatibility purposes, but recommend using the new approach. Read more about this in SugarCRM developer blog.

User Id

The SugarCRM account login.

UTC Dates

If set to True, dates will be converted to UTC format during import, and the date values entered in Excel are considered UTC dates when saving them to the data source.