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Thread: How-to import Meeting and Tasks

  1. #1
    Mérat is offline Junior Member
    Join Date
    Jul 2007
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    1

    Default How-to import Meeting and Tasks

    Hello,

    I'm working on the migration of a specific developped crm to sugarcrm version 4.5.1e (open source).
    I've already migrate Leads/Contacts/accounts/opportunities.
    The problem is that all the history of accounts in the old crm needs to be transfered to meeting and tasks into Sugar.

    I've all the data requested (I think) to upload (date, subject, status, descr, assigned user, related account, ...) into meeting and/or tasks.

    The problem is that meeting or task into Sugar doesn't have a "import" menu

    If somebody has an idea.

    regards.

    ps: I apologize for my approximative english

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
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    Los Angeles
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    4,813

    Default Re: How-to import Meeting and Tasks

    You'll need to this through the backend using phpMyAdmin, SQLyog, other MySQL admin utility or a custom PHP script.

    The first challenge is in assigning an ID value to each record that will be imported. To do so, you'll need the algorithm for its creation which is found in the utils.php file. Once you've done that, you would then move on to importing your data.

    Another option is to use the SOAP API, which would save you the trouble of figuring out where things go in the database, but does require some custom programming.
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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