Can i export customers, ammend them, add notes, then re-import them?

[phil81uk]

Hello.

What we would like to do is export customer data to CSV, add notes to the CSV and then reimport it. We would like those notes to be added to the customer record.

Is that possible using default features? Or is there an add-on that could help? We are planning to use the Professional edition but have not purchased it yet.

Thank you

PS. Please do not approach us with third party development offers. We have a developer to which all our custom/bespoke work goes.

[andopes]

Hi phil81uk

You developer could create an action which add the notes to the customers.
It is pretty easy to do.
Unless you use SugarCRM 5.1 when importing the system will duplicate the records.

Cheers

[phil81uk]

So there's no way of importing notes as standard? What about a ready made add-on? I'd rather explore that routre before doing bespoke work.

[andopes]

Hi phil81uk

For sure, you can import Notes. You can prepare a csv file containing the notes to be imported and a new field which contains the record for the account and another one which contains the string 'Accounts'.
When you are prompt to map the fields to be imported you specify the field containing 'Accounts' is the 'parent_type' and the field containing the account id is the 'parent_id'.
If you have access to the database, i.e. phpMyAdmin, you can do the query: "SELECT id, name FROM accounts WHERE deleted = 0".

Cheers