How do I transfer customer lists in Excel to SugarCRM?

[jeppa]

How do I transfer customer lists in Excel to SugarCRM? In what format will it be in? My list was made of. Company name, phone number, information about the company.

An example: Coca-Cola, 82891221, manufactures soft drinks and has many employees.

[eitrix]

make csv, top row named as field names in module, go to module import function, set everything there and you are ready.

So module/records import is the function you need to do a job

[jeppa]

Do you have the opportunity to send me an excel file with test data so that I can see how to put it up in excel. Would be great if you are able to do.

Sincerely,

[eitrix]

just any excel file save as csv from excel (comma delimited)

1st row is the name of the fields in sugar so:

go to studio->modulename->fields and see the name of fields and make new if needed. After that copy those names to the excel as first row.

so it looks like

field_name_1:field_name_2:field_name_3
xxx:yyy:zzz
111:222:333

Next go to that module select import records select custom, put ; as delimiter and " as is default selected. Chose file and select top row is the name of fields so ssugar can automaticly map fields for you, check everything again on next screen and thats it.