Hello,
I want to know if there is a NO CODE solution to import relationship record in a many to many relationship.
For instance, how to link n existing contacts to an existing opportunity.
Thanks,
Fred
Hello,
I want to know if there is a NO CODE solution to import relationship record in a many to many relationship.
For instance, how to link n existing contacts to an existing opportunity.
Thanks,
Fred
You can do this with Make.
Make is a highly visual, easy to use no-code workflow automation solution with pre-built connectors for over 1,500 SaaS solutions, including SugarCRM.
You can build simple or complex workflows and can use if/then/else branching as well as array manipulation and iteration. All without needing to write a single line of code!
The key in your use-case is how you'd identify the contacts and the opportunity. Would this be by record ID, or by some other means?
There is a way.
You can go to the Opportunity
Choose the Link Existing Record from the dropdown on the Contacts subpanel top
Filter to get what you need, or painfully scroll through to find the ones you want...
Select all the Contacts you want to relate using the checkbox on the left
And select Add to add them all at once.
Francesca
Hi Francesca Shiekh and David Gurr ,
Francesca Shiekh ,I was more looking a way to import several links between multiples opportunities and multiples contacts from a CSV file.
My current option is close to whatDavid Gurr suggested, using a postman collection to do it.
But I was hoping to a workarround inside Sugar (that my customer can use on his own).
Fred
Sorry for misunderstanding the scope.
I don't think there is anything out of the box to import relationships, at least not at this time.
I've done all my imports via one-off custom scripts.
Francesca
Hello,
Regarding the skills available on the customer side, you can explain how to adjust a Make scenario base on a Google Sheet by example and give them the power to be autonomous.
It would be a whole lot more maintainable (and reproducible) to use Make rather than Postman.
Make has a free (forever) plan that's suitable for small workloads. Paid plans start at $9/month.
I agree with everyone's response here.
I would not consider this a simple import, but a small integration or once-off data load depending if it happens as an ongoing effort or only to load some data once-off.
The idea from Cédric Mourizard of the customer adding records into a spreadsheet in Google Docs is good, then you could add a button on their CRM that calls the webhook and triggers the loading. The loading then empties the Google Doc, ready to do it all over again.
All the best!
--
Enrico Simonetti
Sugar veteran (from 2007)
Feel free to reach out for consulting regarding:
All active SugarCRM certifications
Actively working remotely with customers based in APAC and in the United States