Synchronizing a customer list with the Sugar CRM database

Hi Thomas Hünerfauth . I believe that the field "web address" is the "Site URL", right? If so, then you can import a csv file into Accounts module and make sure to check duplicates on that field.

Sugar will ignore importing a CSV's line if it is found as duplicate.

Cheers

Hello André Lopes . You are right - and thank you very much - I will try!

I really would appreciate to have a functionality as a standard in Sugar and not as a workaround ;-)

Best regards from Munich,

Thomas

As with many things in Sugar there is more than one way to solve the problem, though none out of the box with just the application tools. I think all will need some SQL and/or programming.

If you are looking for a way to report which of the Site URLs you have in your list are also in your Accounts, you could try a SQL Report.
It's not totally straightforward because I believe the web address field is just a text field so there could be variations but with a little work a query could be put together to get the report you need.

Another option is to export information about your Accounts from your list view as csv and then use some tools to sort and compare that list to your list... 

If you are an on-site customer you can take the list you have as a csv and write a program in PHP that will check it against your Account beans and give you a report matching the ones that are there and the ones that are not...

It all depends on the technical tools and skills you have within your organization and how long your list is.

It would be nice if there was a "dry-run" option for the import that would show you what would be added if you ran an import, that would then give you a list of the Accounts that are not already in your system and you could work from there.

Hello Francesca Shiekh ,
Thank you very much for your input!
We will consider one of these approaches - nevertheless it would be great to have a more comfortable way for this task.

We often need them for the preparation of trade fairs or customer approach campaigns. 

Best regards,

Thomas

I understand, we do the same, but have a habit of doing much of our data analysis with our own products (I work for a software company).
It's one of the reasons we went with an OnSite implementation: direct access to the data with our Wolfram Language database tools.

Best of luck,
FrancescaS

Hello Francesca Shiekh , I think we will also think about using an external solution for that...and similar purposes...

Best regards,

Thomas