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How to add more fields to import template to link modules in sugar 11.0

Bethel Dumbiri

Hi,

I'm trying to import into  donation, pledges & legacies (formerly opportunities) module using the import template. I'm trying to link the donation to a contact in the contact module, but there is no field in the template for system contact id or contact sugar id. Is there a way I can add the field to the template, so it recognises it and creates a link in the contact module for the donations?. Any help or pointer will be appreciated.

Thanks, Beth

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    Relationship between Opportunities and Contacts is a M:M, so Import wizard will not display a contact_id.

    You will need to implement some coding in order to fit such requirement, like:

    • To add the field import_contact_id_c on Opportunities;
    • To configure a logic hook before_save on Opportunities which will link the new Opportunity to contact defined at import_contact_id_c

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    Relationship between Opportunities and Contacts is a M:M, so Import wizard will not display a contact_id.

    You will need to implement some coding in order to fit such requirement, like:

    • To add the field import_contact_id_c on Opportunities;
    • To configure a logic hook before_save on Opportunities which will link the new Opportunity to contact defined at import_contact_id_c

    Regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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