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Thread: Importing Opportunities from excel

  1. #1
    weffner is offline Junior Member
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    Default Importing Opportunities from excel

    I am trying to import my opportunities via an excel spreadsheet. I have tried changing to csv an txt but am having the same issues. I can not get my custom fields to import. All of the standard fields seem to work just fine. I have tried to do this many times with the same results. Any suggestions on how to make this work. The main custom field that I want is simply an integer and another is a character field. I have made sure to map via step 3.

  2. #2
    weffner is offline Junior Member
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    Default Re: Importing Opportunities from excel

    Retrieving record by id opportunities:4495dfdf-8bf6-b62f-aca4-46c9b24b0b7e found Query Failed:SELECT opportunities.* , opportunities_cstm.* FROM opportunities LEFT JOIN opportunities_cstm ON opportunities.id = opportunities_cstm.id_c WHERE opportunities.id = '4495dfdf-8bf6-b62f-aca4-46c9b24b0b7e' AND opportunities.deleted=0 LIMIT 0,1::MySQL error 1054: Unknown column 'opportunities_cstm.id_c' in 'on clause'

    Above is one of the messages that I get after it shows a successful import and try to open an opportunity. I still do not see my custom fields even though it says import was successful.

  3. #3
    weffner is offline Junior Member
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    Default Re: Importing Opportunities from excel

    I am using Sugar Professional.

    I am still unable to import into a custom field that I have set up in the Opportunities tab. I have gone into Studio and set up my custom field. I have put it in the the detail view, edit view and added it to the list view and still can not import date into them. All of the standard fields come over ok. I have read through many of the other threads on this but nothing seems to work for me.

    Does anyone have any suggestions as to what to do. I am a new user on this and am trying to get it set up so that I can launch to my sales team. Any help would be appreciated.

  4. #4
    sacramentojoe is offline Sugar Community Member
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    Default Re: Importing Opportunities from excel

    Quote Originally Posted by weffner
    Retrieving record by id opportunities:4495dfdf-8bf6-b62f-aca4-46c9b24b0b7e found Query Failed:SELECT opportunities.* , opportunities_cstm.* FROM opportunities LEFT JOIN opportunities_cstm ON opportunities.id = opportunities_cstm.id_c WHERE opportunities.id = '4495dfdf-8bf6-b62f-aca4-46c9b24b0b7e' AND opportunities.deleted=0 LIMIT 0,1::MySQL error 1054: Unknown column 'opportunities_cstm.id_c' in 'on clause'

    Above is one of the messages that I get after it shows a successful import and try to open an opportunity. I still do not see my custom fields even though it says import was successful.
    Looks like the opportunities_cstm table was never created, if it was, then the id_c field didn't get created.

    Does your Mysql user have ability to create tables on the database?

  5. #5
    weffner is offline Junior Member
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    Default Re: Importing Opportunities from excel

    Thanks for helping me out. I have been able to get the field to show up but not populate with the data that I am trying to import. I have set up detail, edit and list view. When I go in and add data to the custom field it seems to get lost. So I think it is not setting up information in the database table.

    I am new to this so I do not have MYSQL but I will research and if I can access the data table to see if a column was created for my custom field. Since I am using the professional version does this impact the way I would access the table?

    Thanks for your help again.

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