Batch importing of leads, target lists?

[vicdan]

Hi,

i am trying to import leads off-line, without resorting to the browser. is there a standard way of doing that, or is direct SQL manipulation my only answer?

And if the latter is the case, is there anything I need to do beyond simply creating one leads record per e-mail address?

My ultimate goal is to create target lists in batch, without human involvement. am I understanding the required sequence of actions correctly?

1) Make Target List:
Retrieve the corresponding record in the prospect_lists table, or make a new one with GUID

2) Create leads:
Generate GUID for each e-mail, create one leads record for each, unless a lead exists already

3) Populate target list with leads:
Create one prospect_lists_prospects record for each lead to be linked into the Target list


is this conceptually correct? I am a little fuzzy on the data relationships in Sugar, so i fear I may have missed an important step somewhere.

Thanks in advance.

[malcolmh]

Hi,

I would recommend using the import wizards that are available. At least with Accounts, Contacts and Opportunites there are several tables that are filled at the same time. Not quite sure what other tables are filled in Leads and targets