How does the the import data look like?
With the REST API every import should be doable...
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
basically want to know how we import the teams we want assigned to the different records into sugarcrm when there is multiple.
This is a typical task of data population in CRM - to import Teams and relate Team Member to the Teams automatically
Frankly, I have doubts that "membership" could be set anyhow with the regular module's data import.
Therefore, I used Logic Builder configuring tool to solve this with no code - just like any Sugar admin or Partner's Consultant or Sugar Professional with access to Logic Builder can do.
I configured the following logic:
if a new Note with subject CREATE TEAMS is created, to treat the Note description as the source of the Teams and their Members
It works this way (double-click to zoom in when playing)
As you can see, the special Note's description has the following structure:
<TeamNameA>:<usernameA1>,<usernameA2>, ... <usernameAx>;
...
<TeamNameN>:<usernameN1>,<usernameN2>, ... <usernameNy>;
Here is the zip that implements the behavior on the video - you a free to employ it
z20210412_flowchart_lb60744dd943b426_37706478.zip
To activate functionality just install the package via Module Loader to the target Sugar instance.
If functionality won't be of use at some point of time, you can always uninstall the package
This package is received with a click as an implementation of the following logic drawn in Logic Builder environment (follow the white line to read, zoom in with doubleclick, if necessary):
Let me know if any questions
I hope this helps
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
This is a typical task of data population in CRM - to import Teams and relate Team Member to the Teams automatically
Frankly, I have doubts that "membership" could be set anyhow with the regular module's data import.
Therefore, I used Logic Builder configuring tool to solve this with no code - just like any Sugar admin or Partner's Consultant or Sugar Professional with access to Logic Builder can do.
I configured the following logic:
if a new Note with subject CREATE TEAMS is created, to treat the Note description as the source of the Teams and their Members
It works this way (double-click to zoom in when playing)
As you can see, the special Note's description has the following structure:
<TeamNameA>:<usernameA1>,<usernameA2>, ... <usernameAx>;
...
<TeamNameN>:<usernameN1>,<usernameN2>, ... <usernameNy>;
Here is the zip that implements the behavior on the video - you a free to employ it
z20210412_flowchart_lb60744dd943b426_37706478.zip
To activate functionality just install the package via Module Loader to the target Sugar instance.
If functionality won't be of use at some point of time, you can always uninstall the package
This package is received with a click as an implementation of the following logic drawn in Logic Builder environment (follow the white line to read, zoom in with doubleclick, if necessary):
Let me know if any questions
I hope this helps
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient