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Upload Multiple Files to the Documents Module

John Boyes

I have a client who is migrating to Sugar from another system. They have a number of files in their current system that they want to make accessible in Sugar. The current files are all stored in one folder withe Record ID and a sequential number prep-pended to the files name (e.g. 87654321-1-Company Information.docx)

Has anyone come across any tools that help with Document migration?

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    How are you performing your migration? Is this going to Sugar Cloud? Are you storing the documents in Sugar as Documents or Notes?

    If you are uploading to Sugar Cloud use the REST API to create a Document and or Note with the correct filename as you mention above and then upload the file. Sugar will handle the rest.

    If you are handling this on-premise you don't need to use the REST API to upload the file. If this the case, let me know and I can provide you will more detailed instructions.

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  • 0

    How are you performing your migration? Is this going to Sugar Cloud? Are you storing the documents in Sugar as Documents or Notes?

    If you are uploading to Sugar Cloud use the REST API to create a Document and or Note with the correct filename as you mention above and then upload the file. Sugar will handle the rest.

    If you are handling this on-premise you don't need to use the REST API to upload the file. If this the case, let me know and I can provide you will more detailed instructions.

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