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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

    Hi Poojitha,
    Thanks a lot for the very quick reply. I already found the documentation you sent me.
    The problem is that this documentation says something about the link between Opps and Contacts.
    Regards
    Michael

  • 0 in reply to Michael Malich

    Definitely there is no way to set a M:M relationship via import.

    You can set those relationships via api call to POST /Opportunities/:opp_id/link/contacts/:ctt_id

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • 0 in reply to André Lopes

    Thanks, this worked for me! A part of the code in c#:  

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    var responseMsg = await helper.PostAsync($"Opportunities/{oppId}/link/contacts/{contactId}");
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

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  • 0 in reply to André Lopes

    Thanks, this worked for me! A part of the code in c#:  

    Fullscreen
    1
    var responseMsg = await helper.PostAsync($"Opportunities/{oppId}/link/contacts/{contactId}");
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

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