changing format of unique opportunity id

Is there a way to change the unique opportunity ID for all new opportunities moving forward? we wanted it to be numeric and short for our reporting.

Parents Reply Children
  • Are you simply importing or syncing?

    If you are just importing you could simply save the Oracle ID or Oracle Customer Number (in the case of Accounts) in a read-only field upon import.


    If you are syncing then I suggest a mapping table, we have one with columns for OracleID, Sugar ID, SugarModule  to map Accounts(Customers), Contacts and Addresses (we have a custom module for addresses in Sugar). You need to take a lot of care when merging records though... and it has been a bit of a nightmare since triggering a merge in our older version of Oracle is not an option.

    FrancescaS

  • Hey  ,

    Great question! And great answers from  !

    As you hinted that you are thinking about an integration, I would use something else for it: the upsert api.

    The upsert api (which I actually coded and built into the product a few years back, myself) works great with integrations by upserting (update or insert) data into Sugar with external identifiers. You can find more info about it here: https://support.sugarcrm.com/documentation/sugar_developer/sugar_developer_guide_13.2/integration/web_services/rest_api/endpoints/modulesync_keysync_key_field_value_put/

    Especially if your end goal is an integration, I would consider that instead, as a starting point, as changing the approach down the road might be more challenging.

    You could also leverage a combination of the two, if ongoing, you need a unique identifier in Sugar, when/if the source of new records is no longer the third-party system.

    I would also consider creating your own "sync_key" type field (which needs to be coded) - for example call it "oracle_id". A working example of adding a new sync key field is here: https://github.com/esimonetti/sugar-new-sync-key-field

    I've reached out personally, to see if you might be interested in consulting around this topic.

    Hope it helps

    Cheers

    --

    Enrico Simonetti

    Sugar veteran (from 2007)

    www.naonis.tech


    Feel free to reach out for consulting regarding:

    • API Integration and Automation Services
    • Sugar Architecture
    • Sugar Performance Optimisation
    • Sugar Consulting, Best Practices and Technical Training
    • AWS and Sugar Technical Help
    • CTO-as-a-service
    • Solutions-as-a-service
    • and more!

    All active SugarCRM certifications

    Actively working remotely with customers based in APAC and in the United States