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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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  • 0 Sugar Employee Badge

    The structure of the Quotes module is like this:

    - Quote

    -- ProdcutBundle

    --- Product (Quoted Line Item)

    --- Product (Quoted Line Item)

    - ProdcutBundle

    --- Product (Quoted Line Item)

    --- Product (Quoted Line Item)

    You can create this structure by REST calls for the mentioned modules.
    You must have at least one ProductBundle

    So the creation code is:

    1. POST Quotes  ==> {{quote}}

    2. POST ProductBundles  ==> {{bundle}}

    3. POST ProductBundles/{{bundle}}/link/quotes/{{quote}}

    loop for all product lines:

    4. POST Products  ==> {{product}}

    5. POST Quotes/{{quote}}/link/products/{{product}}

    6. POST ProductBundles/{{bundle}}/link/products/{{product}}

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH

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  • 0 Sugar Employee Badge

    The structure of the Quotes module is like this:

    - Quote

    -- ProdcutBundle

    --- Product (Quoted Line Item)

    --- Product (Quoted Line Item)

    - ProdcutBundle

    --- Product (Quoted Line Item)

    --- Product (Quoted Line Item)

    You can create this structure by REST calls for the mentioned modules.
    You must have at least one ProductBundle

    So the creation code is:

    1. POST Quotes  ==> {{quote}}

    2. POST ProductBundles  ==> {{bundle}}

    3. POST ProductBundles/{{bundle}}/link/quotes/{{quote}}

    loop for all product lines:

    4. POST Products  ==> {{product}}

    5. POST Quotes/{{quote}}/link/products/{{product}}

    6. POST ProductBundles/{{bundle}}/link/products/{{product}}

    Harald Kuske
    Principal Solution Architect – Professional Services, EMEA
    hkuske@sugarcrm.com
    SugarCRM Deutschland GmbH

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