Import Leads from Database

[errorfree]

How can I set up sugar so that it automatically imports lead information from a database (SQL or PHP) when new data is added. I then need it to assign the lead to the appropriate user depending on the lead category.

All help is greatly appreciated, Thanks.

Sugar Version: 5.2 Community Edition
Web server: Apache
PHP version: not sure
MySQL version: not sure
Operation system: Linux

[salesagility]

PHP is not a database.

You would need to write a script that selected from one database and inserted it into SugarCRM preferable via the SOAP API.

You could then allocated the lead.

[datasponge]

Depends on how automatic you need it.

You can write sql statements that select from the other database and insert into the sugarcrm users table. You could run it from a crontab entry so it runs regularly at set times and write a timestamp to a custom table to track when last run and use to select newly added records since that timestamp.

You could also write a php page to do it on demand or run as a script, again using cron.

The queries have to also create any relationships to accounts and contacts(if needed) and potentially check if the user already exists in Sugar, so they can get pretty complicated.

If you need real-time, you'd have to hook into the other db to have it initiate the action (like running a php page or use something like triggers so you'd have to figure that out.

Setting the assigned entry is pretty simple with a MySQL case statement in the query.

We have a bunch of SQL scripts we run overnight, plus other scripts for example to update from a change of address database, but we don't use the Leads module, so you'd have to adapt for Leads. So if you can narrow down where you need help, I could probably provide some samples.

Phil

[errorfree]

Thank you very much guys, I will give it a try.

Stan

[errorfree]

The process is as follows:

Customer fills out a "Request Info Form" on my website. His or her information goes into MySQL and also to me via e-mail. How can I set up Sugar to also create a lead when this form is submitted?

Stan