Import all mails to sugar / import automatically

Hiho,

is there a way to import all incoming mails automatically to sugar or to import all mails from a certain account or all accounts into sugar?

thanks, luggie

  • Hi,

    You can import email by completing following configuration:

    -> go to Email module

    ->click on Settings

    -> popup will appear

    ->Click on Mail Accounts

    ->Click on Add to add new email account

    ->>The following pop-up will appear.

    -email settings.png

    -> After filling the form, Test Settings. If the connection is successful, Save settings

    -> It will import all emails in Sugar

    Hope this helps.

    Regards!

  • Nope I meant something else:

    I already have set up eMail Accounts in sugar.

    I want to automatize this button:

    [unfortunatly the picture upload button doesnt seem to work thats why I uploaded it somewhere else]

    [IMG]http://i63.tinypic.com/31643h3.jpg[/IMG]

  • Hey Lukas Müller,

         You can achieve by changing the default setting in emails modules. Kindly find the screenshot for that.

    email_setting.jpg

         Also don't forget to enable corresponding scheduler for that.

  • Thanks but that is still not what I want to achieve. Like I said, I already have fully functionary email accounts set up and receiving mails automatically.

    The problem is that I need to manually import those received mails into sugar. user by user, page by page, which adds up to a lot of work. There has to be a way to automatize that.

    I mean this function:

    http://i63.tinypic.com/31643h3.jpg

  • Hey Lukas Müller,

         I am not able to view the picture which you had shared, due to some policy. Kindly share it here.

  • Hello, I have the same need. Did you solve the problem?

  • Hi Carlos,
    Could you please tell us which version of SugarCRM are you using? Because I believe after version 7.10 the emails module was shifted to sidecar. And the emails automatically get archived based on the matching email address if there's a contact created with the same email address. If you are on an older version then we can suggest another solution otherwise you can also upgrade to a newer version.
    Kindly drop us a message at info@rolustech.com and our Sugar experts will get back to you shortly.
  • Thank you very much for your answer. We have 7.9 version, but Emails module is not a sidecar module. It's seems like prints of Lukas Müller, yet. What did you said, it's true, SugarCRM import automatically inbound emails to contact or lead respectively, but needs to be a "group mail account", not in a "personal account" mail. With a personal account you need to view emails on module, and click on "Import email", like Lukas Müller describe.

  • Use the following steps to enable the option to mark emails as "read" before importing to Sugar:

    1. Open the config_override.php file located in the root directory of your Sugar instance.
    2. Add the following line of code to the config_override.php file: 
      $sugar_config['mark_emails_seen'] = true;
    3. The updated file should look similar to this:
      MarkEmailsAsRead
    4. Save the file.

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