Synchronizing a customer list with the Sugar CRM database

Hello All,

I try to prepare for a exhibition event.

I have a list of customers (their web address), and I want to check, if one or more of the customers on the list (*.csv file) are listed in my Sugar CRM.

Is there a way to synchronize an external list with the content of Sugar CRM.

This would be very helpful in a lot of use cases.

Thank you very much!

Thomas

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0 André Lopes 3 months ago

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

André Lopes
Lampada Global

Skype: andre.lampada
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0 Thomas Hünerfauth 3 months ago in reply to André Lopes

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
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0 Thomas Hünerfauth 3 months ago in reply to André Lopes

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
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