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Thread: exporting Accounts module email addresses

  1. #1
    danheff is offline Senior Member
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    Default exporting Accounts module email addresses

    Using Sugar 5.0.f.

    I have read some other threads that indicate a change in the way email addresses are stored such that they don't export from Accounts module OR show in the Accounts ListView, but do in Leads and Contacts.

    Our problem: We have a lot of contacts that are stored ONLY as the primary contact for an Account (I am attempting to police this, but whats done is done). I need a way to get around this weirdness so that we can either export the email addresses (more important) or at least SEE the data in the listview.

    Thanks!!!

  2. #2
    danheff is offline Senior Member
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    Default Re: exporting Accounts module email addresses

    Any suggestions on this?

    Note that future policy at our company is to enter a corresponding contact record for the Account primary contact. Also thinking about maybe eliminating (hiding) all contact info on the account detail view and forcing users to scroll down to view contacts... greatest idea ever?

    But in the meantime...how can I get these addresses?

    Thanks in advance.

  3. #3
    lowJack01 is offline Sugar Community Member
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    Default Re: exporting Accounts module email addresses

    I suggest going to the accounts listing page and exporting account information. It will save as an xls file. Then, you can use the data import wizard to map the fields you want to import into the contact module. You have the account name in the export file, so Sugar will try to automatically up the account with the contact or you.

    Let me know if I should elaborate.
    Thank you,

    Jackie Trent
    Independent Contractor
    Sugar - 5.0.0d, 5.0.0f
    PHP Version 5.1.6
    MySQL 5.0.58

  4. #4
    danheff is offline Senior Member
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    Default Re: exporting Accounts module email addresses

    Thanks for the reply. The trouble is that the export doesn't include the email addresses.

    I did discover something else...there seem to be a lot more columns than I would expect in the export, AND data doesn't match the column header. For example, one column header called email1 appears twice...the second time, the account name is duplicated in the rows below.

    Yikes...undoubtedly related to the 5.2 upgrade...

  5. #5
    danheff is offline Senior Member
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    Default Re: exporting Accounts module email addresses

    follow-up is that mysql looks alright...and data looks fine in detail/edit views in sugar...
    hmmm...

  6. #6
    lowJack01 is offline Sugar Community Member
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    Default Re: exporting Accounts module email addresses

    Hmm ... that sounds very strange, but upgrades produce strange things. You're exporting csv and opening in Excel, and making sure you're column are properly aligned?

    Do you have direct database access? It would really be simple to export direct from the database if you had phpMyAdmin.

    It seems like all the data must be in the proper fields, because they're showing up in the right place in Sugar. Possibly the 5.2 upgrade is just naming the fields wrong. You might just try to rename the fields.

    And are you sure your email addresses aren't coming through to the export file? The fields, email1 and email2 come through for me.
    Thank you,

    Jackie Trent
    Independent Contractor
    Sugar - 5.0.0d, 5.0.0f
    PHP Version 5.1.6
    MySQL 5.0.58

  7. #7
    danheff is offline Senior Member
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    Default Re: exporting Accounts module email addresses

    looks strange too!

    yeah, not exactly sure what the story is re: the export...the opportunities and contacts exports look fine. Wonder if it has something to do with my strange extra tables from my creating/adding relationships attempts that didn't work... The data seems to be there in the export, in some cases shifted over a column, but there's some weird exceptions (like all account names repeated under the second "email1" column header...).

    As far the email addresses: email1 and email2 are the old system, they don't really match up perfectly with the email addresses that show in the detail view. At some stage, the email address field became a separate organism, wherein you actually, as far as I can tell, associate multiple (potentially) email addresses with a single account...slightly different for contacts, which still seems to come up with the right data in an export, but the actual email address field that SugarCRM draws from to show in the detail view is NOT email1 or email2.

  8. #8
    danheff is offline Senior Member
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    Default Re: exporting Accounts module email addresses

    Email addresses are now stored in a separate table...

    http://www.sugarcrm.com/forums/showthread.php?t=41759

  9. #9
    lachmac is offline Sugar Community Member
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    Default Re: exporting Accounts module email addresses

    When exporting contacts, from the admin gui, the data comes out with some of it jumbled, i.e. it adds line breaks in places where there should be none, so a contacts values come out in several rows, for some, rather than 1 row per contact as expected.
    Itried to do the workaround of grabbing the data directly from the MySQL DB, but with the e-mail adresses in a separate table - how can I tie them back to a name? without this it is a rather cumbersome solution.

    Questions;

    1. What can it be in the export that jumbles some of the data? Anything in my set-up that I should look for?

    2. What is the key that links an e-mailadress to a specific contact?

    Cheers!

  10. #10
    danheff is offline Senior Member
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    Default Re: exporting Accounts module email addresses

    not sure if this reduces the "cumbersomeness", but if you export Contacts too, and export to a spreadsheet along with the email table, you could run a vlookup on the contact ID to match addresses...

    not exactly convenient, but they should line up that way...

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