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Thread: how do i compare xls data to my sugar leads

  1. #1
    rustyw007 is offline Sugar Community Member
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    Default how do i compare xls data to my sugar leads

    i have an xls file (from which i can make CSV if needed) and I want to compare the email addreses in the XLS file with my lead data...

    basically, do a duplicate check, but only again email addresses.

    looking for suggestions on a method to approach this issue.

    thanks!

  2. #2
    VeonConsulting is offline Sugar Community Member
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    Default Re: how do i compare xls data to my sugar leads

    Hi,

    If you just want to compare the data, export the leads in an excel sheet and compare.

    If you want to import the data that u have in the xls but do not want a duplicate, you can select the parameters based on which duplicate records has to be checked while importing.

    Regards,
    Team Veon
    Veon Consulting Pvt Ltd.
    Hyderabad, India.
    Phone - +91-40-66444272/73/74
    Veon Consulting Pvt Limited
    Skype - veon.consulting / prasad.veon

  3. #3
    rustyw007 is offline Sugar Community Member
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    Default Re: how do i compare xls data to my sugar leads

    thank you for the suggestions - but neither will work in my case.

    70,000+ leads is a little cumbersome to export from sugar to excel

    and with 5.0, sugar removed the ability to do dupe checks against email address upon lead import (no idea why they did this).

  4. #4
    madmat is offline Sugar Community Member
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    Default Re: how do i compare xls data to my sugar leads

    Try an ETL tool, like Apatar or Kettle.
    These provide all mechanisms needed.

    http://apatar.org/

    apatar even brings a sugar connector, using soap.
    so you can compare, filter, update your data and have it then written to sugar.

  5. #5
    enrashid is offline Sugar Community Member
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    Default Re: how do i compare xls data to my sugar leads

    Quote Originally Posted by rustyw007
    thank you for the suggestions - but neither will work in my case.

    70,000+ leads is a little cumbersome to export from sugar to excel

    and with 5.0, sugar removed the ability to do dupe checks against email address upon lead import (no idea why they did this).
    [1] Try pointing to external data (mysql and excel) within MS Access to do your comparison as an SQL query.

    OR

    [2] Write some PHP or Perl to loop through the excel sheet and find matches in mysql

    OR

    [3] Create a table in mysql or right within the Module Builder and import your data. then compare using SQL

    - El-Noor

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