Connect SuiteCRM to your OKRs via Quantive to measure the performance and efficiency of sales teams and automate your OKRs updates.

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago


To connect to SuiteCRM you will need the following:

  • SuiteCMR instance address - this is the URL from which you access of your SuiteCRM instance, e.g.:
  • A user with Read rights for the data sources you want to connect to Quantive.

  • SSL Certificate to trust - Quantive will connect over a secure connection to your SuiteCRM instance. If you want to establish a limited trust in the servers it can connect to provide the public MD5 or SHA1 thumbprint of your instance's certificate. To trust any SSL certificate use the default option.

How to connect

Quantive connects to SuiteCRM using Username/Password authentication. Before you begin make sure that you create a new user that will be used by Quantive to connect to your CRM instance.

  • In Quantive, navigate to Settings > Data Sources screen

  • Click the Select data source button

  • From the Choose a connector dialog, select the Sales tab and then SuiteCRM

Provide necessary information to connect to the SuiteCRM instance. Example below uses the SuiteCRM Online Demo environment:

  • Instance address
  • Username: your online demo username

  • Password: your online demo password

  • SSL Certificate:

57 D6 41 19 0E 46 F2 0E A6 0D 3E E5 8F F5 7A 04 BD A3 62 CB

If the provided information is correct you will be taken the screen to choose data sources you want to connect. For example to sync SuiteCRM Opportunities search for the opportunities data source and select it.

Give a distinguishable name of this datasource and choose your sync schedule 

Quantive will sync your Opportunities every day. 

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