Enable .CSV import or install MS Excel plugin for Projects module?

Hi,

I am looking for a way to enable importing for the Projects module.

The only solution I have found for this is by modifying some of the code in a .php file, however, I do not have access to these files. If I can enable importing in Sugar and avoid using the Excel plugin, this would be the ideal scenario.

Question 1: Is there an easy way to enable .CSV importing for the Projects Module? Please keep in mind that I will not have access to our servers, or be able to make any modifications in the Sugar code.

Question 1.a: If I cannot enable importing for the projects module will installing the Excel plugin allow me to import via Excel? Or will I still need to enable importing?

Question 2: Also, we plan on making custom modifications in Studio to the Project module. Besides making custom fields importable, is there anything I should know that could effect our installation of the Excel Plugin?

Sugar Version: SugarCRM Enterprise, Version 7.6.1.0

Excel Version: 14.0.7166.5000 (32-bit)

0 Angelo Bovino over 9 years ago

Bumping this post ... Still haven't found a concrete answer. Hoping someone can shed some light on this for me. Thanks!
0 Jason Smith over 9 years ago

Hello Angelo,
As it stands, importing into the Projects module is not a function that can be done. We do have an enhancement request for this feature. You can follow it with this link.
Kind Regards,
Jason Smith
0 Angelo Bovino over 9 years ago in reply to Jason Smith

Hi Jason,
Thank you for your response.
I suppose I will have to build a custom module from scratch If i need to use the importing function.
Regards
0 Angelo Bovino over 9 years ago in reply to Jason Smith

Jason Smith, one more question for you. Would it be possible to do a .csv import using MySQL Workbench for the Projects Module? Or for any Module?
Or is this something you advise against?
0 Jason Smith over 9 years ago in reply to Angelo Bovino

Hello Angelo,
I would advise against it. Creating records is a bit more complex than simply performing an insert into a database. The IDs for the records need to be generated properly and that cannot be achieved by simply inserting them into the database.
Kind Regards,
Jason Smith