Importing Opportunities

[JayL]

I am trying to import 1 opportunity (a sample before a full import) from a custom CSV. However, I keep getting the error message "1 records skipped because they were missing one or more required fields"

I am including the 4 starred (required) fields:
Opportunity Name
Exp Close Date
Account Name
Sales Stage
as well as a few others including amount

My guess is there are other critical fields - but Sugar does not star them for me so I know to import. Does anyone know if any other fields are required or how to find out why this is failing? (without having to debug their code)

Thanks
Version 4.2.0d

[pwtoday]

Same challenge here!

I have tried reformatting date fields to see if that is the error - to no avail.

PW

[JayL]

Thanks, PW I tried changing date formats also. I've also arbitrarily tried to import other fields hoping to "hit" the lucky missing field. Since we're both having a similar problem it's likely not just me. Hopefully, someone will stumble on the "missing" field.

[krystalchimera]

Hey guys...

maybe make sure any rows from the file you are importing do not have blanks or null values in the required fields... it sounds like it may be a problem related to the data being imported... sugar can't find any data for one of the 4 fields that are required.. sometimes if the fields have Return (Enter) chars.. they are also not imported etc..

hope this helps..
cheers

[gnicholas]

have exactly the same problem i thought it may have been amount and sales stage as that is starred in the add opportunity sheet have checked for null values and enter characters to no avail. i would have thought this would have caused a few records to be skipped rather than the whole import rejected.

[gnicholas]

This has been posted as bug 6134 on 4-5-2006 and is assigned but no resolution yet.

[cweiss]

Same problem here. I have been pulling (what's left of) my hair out trying to figure out why the import does not work. Glad/sad to see it is not only me.

[greiser]

we had a similar problem and the issue was definately the dates. My CRM user profile had dates setup as YYYY-MM-DD
and the data we were trying to import was in the format MM-DD-YYYY and no matter what we tried, we couldn't import even though ALL required fields were there and there were no null values.

I had a hunch and changed my date setup to MM-DD-YYYY and it imported! So I realized that Sugar wasn't changing the format correctly.

Here is how to fix it.
in include/TimeDate.php function swap_formats($date, $startFormat, $endFormat)

in the first line of that function, add....
$date = date($startFormat,strtotime($date));


another issue about this was that the "date entered" and "date modified" were also getting screwy and would reset upon import to 1999-1-1 or something random and totally last millenium!

So, to fix THIS, we need... date/SugarBean.php

in function save() after the INSERT INTO mysql statement.. on line 638...
we need to convert the dates, so after the closing bracket on 639 put...

$this->date_entered=$timedate->swap_formats($this->date_entered,$timedate->get_date_time_format(),$timedate->get_db_date_time_format());
$this->date_modified=$timedate->swap_formats($this->date_modified,$timedate->get_date_time_format(),$timedate->get_db_date_time_format());

This was tested with latest OC edition of SugarCRM 4.2.1 try it out, works like a charm no matter what datetime format

[dbp]

I tried the two changes in the last post and it did not work for me. I found a quick and dirty fix but you should make sure your data is clean and contains all the required fields before attempting.

in Modules/Import/ImportStep4.php rem out the lines as I have done below and then try the import. I strongly recommend you unrem them after you are done.

foreach ($focus->required_fields as $field => $notused) {
//dbp:
//if (!isset ($focus-> $field) || $focus-> $field == '') {
// $do_save = 0;
// $skip_required_count ++;
// $badline = implode("\t", $row);
// $not_imported_str = "$badline\n";
// $GLOBALS['log']->info("[IMPORT][NOT IMPORTED]:[".$not_imported_str."]");
// $no_required = 1;
// break;
//}
}

[bturc]

I'VE CORRECTED THE PROBLEM : my list was built in excel format. I save as tab delimited (*.txt). Then I changed the format of the Date closed from date to text, then manually written the date in the date field as a text (ex: 2006-01-22)

Then the import process wen't ok.