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Synchronizing a customer list with the Sugar CRM database

Thomas Hünerfauth

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

    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.

  • 0 in reply to Francesca Shiekh

    Hello  ,
    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

  • 0 in reply to Thomas Hünerfauth

    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

  • 0 in reply to Francesca Shiekh

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

    Best regards,

    Thomas

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