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Human resources ⇄ CRM

Success Factors to SugarCRM integration — real-time, two-way sync

Keep Success Factors and SugarCRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Why teams connect Success Factors and SugarCRM

Keep the people who own accounts in SugarCRM in step with the workforce records in Success Factors, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

SugarCRM runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Success Factors. Success Factors is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Opportunities, Cases, Calls and Meetings, Tasks in SugarCRM with PerPerson, EmpEmployment, EmpJob, EmpCompensation in Success Factors field by field, in real time, and in both directions. You decide which system owns which fields, so Success Factors stays authoritative on roles and org structure while SugarCRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Consolidate data from an on-premise Sugar deployment into a cloud warehouse for reporting
  • 02 Two-way sync between SugarCRM and an ERP so account, quote, and order data match in both systems
  • 03 Keep Foundation Objects (department, location, cost center) aligned between SuccessFactors and an ERP so cost-center and org hierarchies match.
  • 04 Write updated PerEmail, PerPhone, and User attributes back into SuccessFactors from an identity or directory system so contact data stays current.

Common sync patterns

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

Where Success Factors tracks people the business also engages: contacts stay in sync

A person recorded in Success Factors, such as a candidate or applicant, can create or update the matching contact in SugarCRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

New team members provisioned when they are hired

When Success Factors records a new hire, a matching user or owner is created in SugarCRM, so a new rep can start working accounts without waiting on a manual setup ticket.

What you can sync between Success Factors and SugarCRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Success Factors objects SugarCRM objects How this pairing syncs
EmpCompensation Effective-dated pay and compensation; usually read into a warehouse for reporting, writable for comp updates as new dated slices. Campaigns Marketing efforts tied back to leads and opportunities. EmpCompensation is specific to Success Factors and Campaigns to SugarCRM — each maps to any object or custom field on the other side.
Foundation Objects (FODepartment, FOLocation, FOCostCenter) Org-structure master data (department, location, cost center, division); mastered elsewhere and written in, or read out to build org charts. Custom modules Modules built with Module Builder get the same REST endpoints as stock ones. Foundation Objects (FODepartment, FOLocation, FOCostCenter) is specific to Success Factors and Custom modules to SugarCRM — each maps to any object or custom field on the other side.
Position Position Management records for headcount and requisition planning; synced with an ATS or ERP to keep positions and reqs aligned. Accounts Company records, the usual join key against ERP customer masters. Position is specific to Success Factors and Accounts to SugarCRM — each maps to any object or custom field on the other side.
PerEmail and PerPhone Contact sub-entities under PerPerson; synced two-way with a directory or comms system to keep worker contact data current. Contacts People linked to accounts, synced with marketing and support systems. PerEmail and PerPhone is specific to Success Factors and Contacts to SugarCRM — each maps to any object or custom field on the other side.
User Core identity/User entity behind role-based permissions; a model distinct from Employee Central, synced two-way with a directory or IdP and downstream apps. Leads Unqualified prospects that convert into contacts and opportunities. User is specific to Success Factors and Leads to SugarCRM — each maps to any object or custom field on the other side.
PerPerson Person-level container in Employee Central holding biographical data; effective-dated child entities (PerPersonal, PerEmail, PerPhone) hang off it. Opportunities Deals with revenue line items, synced to forecasting and billing. PerPerson is specific to Success Factors and Opportunities to SugarCRM — each maps to any object or custom field on the other side.

How changes propagate between Success Factors and SugarCRM

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Success Factors SugarCRM Sub-second propagation

DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).

DeliveryEach detected change is written to SugarCRM through its API, with automatic retries and rate-limit backoff.

SugarCRM Success Factors Sub-second propagation

DetectionSugarCRM notifies Stacksync of record changes through webhook events. Polling on date_modified.

DeliveryEach detected change is written to Success Factors through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
  • SugarCRM: Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas.
What ships with Success Factors ⇄ SugarCRM

Connect Success Factors and SugarCRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Success Factors–SugarCRM connection.

Real-time

Two-way sync

Changes in Success Factors or SugarCRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Success Factors or SugarCRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Success Factors or SugarCRM record.

Observability

Monitoring

Track your Success Factors ⇄ SugarCRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Success Factors and SugarCRM.

How the Success Factors and SugarCRM connectors work

Success Factors

Integration surface
OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
Authentication
OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
Change detection
Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
Capabilities
read · write · webhooks
Rate limits
OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.

SugarCRM

Integration surface
REST API with module-based endpoints
Authentication
OAuth 2.0 access and refresh tokens issued by the Sugar instance
Change detection
Polling on date_modified; server-side web logic hooks can push record events to external URLs
Capabilities
read · write · webhooks
Rate limits
Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas
How it works

How to connect Success Factors to SugarCRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Success Factors and SugarCRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Success Factors connected
    SugarCRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Success Factors and SugarCRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Success Factors ⇄ SugarCRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Success Factors SugarCRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Success Factors and SugarCRM integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

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