Guidance on importing notes with attachments

Hi Bob Bundy 

The files attached in the Notes can not be imported at all, instead you need to copy the PDFs files into folder upload/ ($sugar_config['upload_dir']). The name of the target file to be related to a given Note MUST be exactly the "id" of that Note.

On importing Notes you must make sure you properly populate the fields file_mime_type, filename, file_ext and file_size.

Basically you need to prepare the import csv according to those fields, from related files. Then you need to import the Notes, fetch theirs IDs and finally copy the files into upload/ folder accordingly.

Good luck!

Hi André Lopes,

Thank you. It's been several years since I worked on Sugar - but you helped me before. I'm glad to see you're still here and appreciative of your help.

I understand everything you said. The part I'm having difficulty with is the naming of the attachments. I realize each document file must be named with the ID of the parent note.  But do I have to manually change the names of all those files? 

Let's say the files are called PDF1.pdf, PDF2.pdf, etc.  I can't rename them until the notes are imported into Sugar and I get their IDs.  So I import the notes and get their IDs of 5,000 notes.  I copy the attachment files to the /Upload folder.  Do I have to manually rename each attachment file with the ID from its corresponding note?  If so, that will be a nightmare.

Thanks again for your help!

Bob 

You can create either a bash or php script which fetches a file mapping original file name x respective note id.

This script can rename files and copy to destination as well.

Thank you, Andre.

Bob Bundy have you had a look at this example? https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_10.0/Cookbook/Web_Services/REST_API/PHP… 

Cheers