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Thread: Importing CSV/Excel into Sugar and creating fields

  1. #1
    techeffect is offline Junior Member
    Join Date
    Apr 2009
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    4

    Cool Importing CSV/Excel into Sugar and creating fields

    I am a newbie and am trying to create a commission system to run through sugar. I have a csv file and would like to import to the respective fields. i have attached the current csv (which will be tab delimited) file and would like to know how to create the fields in sugar so when i do the import the mapping will work correctly.

    Thanks for any help
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  2. #2
    matthew's Avatar
    matthew is offline Sugar Team Member
    Join Date
    Jul 2005
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    Default Re: Importing CSV/Excel into Sugar and creating fields

    This should help you create your fields that you need:

    http://www.sugarcrm.com/university/l...hp?cid=2&sid=7

    Once you create the fields and add them to the layout, they will be available in the module's import tool.

    This is a bit dated, but it will give you the gist of what you need to know to import:

    http://www.sugarcrm.com/university/s...hp?cid=9&id=57

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