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Linking Existing Contacts with existing Opportunites via Import

Michael Malich

I'm new to SugarCRM, but I got it done quickly to import records like Account, Contact, Opportunity, Product and Employee.
But in my old CRM system we have on each Opportunity an assigned customer contact.
As far as I understood this will be handled in SugarCRM with the link table Opportunites_Contacts.
But this table is not available in any import tools I have found until now.

Please tell he how I can import links between existing records.

Thanks a lot in advance
Michael

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  • 0

    Hi Michael,

    Please go through link to understand and know more about Importing Relationships.

    And here you can find the complete guide about Import guidelines and different techniques on Importing in SugarCRM.

    Hope this information helps you:)

    Thanks and Best Regards,

    Poojitha Katram,

    www.bhea.com

  • 0 in reply to Ramya Katram

    Here is a link to the relation I'm talking about

    https://apidocs.sugarcrm.com/schema/11.2.0/ent/tables/opportunities_contacts.html

    The table opportunities_contacts is the one where I would like to import data.
    Because I have the contacts already in the table CONTACTS and the Opps I have I have in table OPPORTUNITY. I would like to link some of the contacts to some of the Opps now.

  • 0 in reply to Michael Malich

    Hi Michael,

    Thanks for the clarification. I don't think so you can link Contacts and Opportunities through importing process. By default Opportunities to Contacts is Many to Many relationship. Sugar Importing tool does not support many to many relationships to be imported using it. It is only limited for One to One and One to Many relationships to be imported using standard importing process. You may have to find alternate way to do this.

    Hope this information helps you:)

    Thanks and Best Regards,

    Poojitha K

    www.bhea.com

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  • 0 in reply to Michael Malich

    Hi Michael,

    Thanks for the clarification. I don't think so you can link Contacts and Opportunities through importing process. By default Opportunities to Contacts is Many to Many relationship. Sugar Importing tool does not support many to many relationships to be imported using it. It is only limited for One to One and One to Many relationships to be imported using standard importing process. You may have to find alternate way to do this.

    Hope this information helps you:)

    Thanks and Best Regards,

    Poojitha K

    www.bhea.com

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