Data Upload in Sage CRM

I am trying to do a data upload in to Sage CRM from .xls. I am getting one field and not another. The field that I am getting is a custom field that I added called Sales Territory. The field that is not coming over is the Account Manager field. I have the PrimaryUserID number in the column, but it just leaves the Account manager as System Administrator :(
Michele_WardAsked:
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Lee SavidgeCommented:
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
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Lee SavidgeCommented:
Are you importing to update records or are you importing new data? Is the import a company/person, person or lead import?

Lee
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Michele_WardAuthor Commented:
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!
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Lee SavidgeCommented:
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
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Michele_WardAuthor Commented:
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.
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Lee SavidgeCommented:
If you create a group you can do a mass update on certain fields for all records in the group. You need to enable mass update which is in Administration -> System -> System Behaviour. Which version of Sage CRM are you using? Even if there were 10 account managers you wished to split the 950 records over in SQL it would take a few mins to write the query and about 2 seconds to run.

Regards,

Lee
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Michele_WardAuthor Commented:
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! :)
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Lee SavidgeCommented:
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
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Michele_WardAuthor Commented:
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.
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Lee SavidgeCommented:
I just checked and you can do a mass update on the account manager.

Cheers,

Lee
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Michele_WardAuthor Commented:
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!
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Lee SavidgeCommented:
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
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Lee SavidgeCommented:
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
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