Data Upload in Sage CRM

Hi,

Your best bet is to firstly convert it to CSV. Then if you can, change the column headings so they match the actual database column names that will be the target for them. This minimises the amount of guess work that CRM will need to do when it attempts to map the fields.

Could you provide an example of the spreadsheet data? Do you get any error messages? From what you have said it seems that the field mapping is not correct. When mapping fields such as address, email and phone number, always select a type and for the address always set the same type for each field.

Importing is a bit of a fiddly thing with Sage CRM which is why we built our own import engine using web services.

Cheers,

Lee

Are you importing to update records or are you importing new data? Is the import a company/person, person or lead import?

Lee

I am updating records. I want to assign an Account Manager to each company rather than the default of System Administrator. I am mapping this field to the Comp_primaryuserid. I am using a CSV file. Also tried an xls as well. I am using the integer number that the CRM assigns to each user in the field. For instance, system administrator is number 1. John Doe is number 33. I would put 33 in that column and map it to the comp_primaryuserid field. I swear I have done this befor for another client and it worked just fine. I can figure out what the issue is but its definitely that specific field. I can upload to update one of my selection fields, for instance, Segment, and it works fine. This one just leaves the Account Manager as System Administrator. No errors. Frustrating!

To be honest, if you're going to update all the records to the same account manager, it would be easier to do it directly in SQL. I know Sage don't support this sort of thing but at the end of the day, they won't know and people do it all the time. So long as you know what you're doing with SQL you'll be fine. If you don't want to do it via direct SQL updates, then have you considered the bulk update function? If you're updating the account manager field to just one other account manager then this would be much simpler.

Cheers,

Lee

Yes, I have considered going through SQL as my last resort. 950 companies will take a while, and no, they are not all the same account manager. Bulk update? I believe that is what I am trying to do, no? Data Upload? Not sure what you mean by bulk.

Ok,I understand what your saying now.there are about 5 account managers, I will see how I can make some groups and go from there. Will keep you posted to see if it works for me! :)

Cool. If you get no luck and you want to avoid the direct SQL updates, then we can revisit the idea of doing an import to update records.

Lee

I write a lot of crystal reports and queries not have not done so in SQL. It would be a simple one to write based on a territory field that I have but I'm just not familiar with writing in SQL. Have not ever done that before.

Great. I will give that a try on Tuesday, maybe tomorrow if I can get to it. I am still pretty new to CRM and I will say that the manual that comes with it really stinks!

Yup, it does suck. There are very few forums for it as well on the web which makes it all the more difficult to get help when you're right in the thick of it.

Lee

There is this one:

http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/default.aspx. There is another but it seems to have died after a recent upgrade lost a years worth of posts.

Lee