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Import Quotes from ERP

Emelie Garton

Hi, 

Is it possible to import Quotes and product lines from an ERP system into Sugar? 
The Quotes have previously only been stored in the ERP system, but one of the main reasons with getting Sugar was to start working with quotes in a different system, so the sales reps can work "in their own" system. 

So, my question is: Is it possible to import Quotes in a fairly easy way? Or is it even possible at all? We know that this module works differently from others and that imports to this module might be a bit tricky. 

Any ideas? 

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    Technically it is possible to create Quotes in SugarCRM in an automated way. The 'only' thing that you need to do is to call the correct rest calls from the ERP. Or let SugarCRM poll the ERP system. But as Bjorn already said. It is a bit more complicated then just retrieving the data.

    Is this only a one time action for 'archiving' so that the users have the quotes available in SugarCRM. Or is there still an active link between Sugar and ERP needed? 

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  • 0

    Technically it is possible to create Quotes in SugarCRM in an automated way. The 'only' thing that you need to do is to call the correct rest calls from the ERP. Or let SugarCRM poll the ERP system. But as Bjorn already said. It is a bit more complicated then just retrieving the data.

    Is this only a one time action for 'archiving' so that the users have the quotes available in SugarCRM. Or is there still an active link between Sugar and ERP needed? 

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