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Wed, 14 Oct 2009

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/SW/business/SugarCRM: SugarCRM Built-in Data Tranfer Tool is Highly Developed

SugarCRM is fundamentally a big, complicated address book, and any migration to SugarCRM can often reasonably include a wish to import a bunch of contact data from another application. In my case, I have a MySQL database.

To get this database into SugarCRM is basically a two-step process:

• First compare Sugar's existing Account/Contact fields and the fields in the database to see what matchs and what does not. Then in the Admin section of the user interface, use the "Studio" application to create new custom fields where necessary, by clicking on "Fields" under "Contacts" and/or "Accounts". And then do not forget to add those new fields to a form in the corresponding "Layouts" subsections. Click "Save & Deploy" and you are done.
  
  
• Then export the MySQL database table into a .csv file (phpmyadmin works well for this) click on the "Accounts" tab in Sugar, then "Import" to process the .csv file. In the resulting display, just match up Sugar fields with the fields in the .csv file, then click "Import Now". Several iterations of this may be required to repair bad fields in the database, mainly messed-up e-mail addresses. Once the accounts are imported, just repeat the same process by clicking on Sugar's "Contacts" tab and "Import" to strip out the contact information in the same database. Note that selecting the same "Account ID" when importing an account and its matching contacts allows the contacts to continue to be associated within Sugar, under the same Account.

This all works quite well as of SugarCRM version 5.5. 5.2 does not work so well: e-mail addresses do not import as they *all* trigger a syntax error, Account/Contact association is lost, etc. If you are doing a substantial data import I recommend you go right for the not-yet-stable version 5.5. It is a release candidate so it will be the new stable very soon.

posted at: 05:31 | path: /SW/business/SugarCRM | permanent link to this entry