Importing Salesforce..one more try..

[chewie]

I'm still trying to use SugarCRM if I can...I've spent so much time on it, its going to be twice as bad to start over elsewhere, even with vTiger which is actually far worse off i've found..

PLEASE SOMEONE.....I need help getting existing Salesforce cases in to SugarCRM!!!!



Here is what I really need, and again, PLEASE SOMEONE HELP!!!!!!!!!!

1. Is there an easier or more sucesfull way to import cases? I can't use the external tools out there since we only have a Salesforce Professional account with 0 access to their SDK.

2. I'm getting mounds of Undefined index: rname on line 447 errors even when chunking the imports to 400 or less records a whack.

3. How do I deal with the emails and comments for each case? I have multiple emails under each case, and multiple comments for cases....what is the best way to handle them?

Right now I have addedd a field to notes called SF Case, and imported all of the existing notes to that..so hopefully will try a relationship where I can display the notes in the notes db when the case has the same SF Case # in the SF Case field...is that the best way? What about emails?


Thats it! If I can succesfully import the existing cases from Salesforce to SugarCRM I CAN DITCH SALESFORCE!!!!

So please, SOMEONE, ANYONE HELP!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!

[salesagility]

When dealing with complex migrations from schema to schema, frequently (and in this case) then answer is not the SugarCRM import - which is too simplistic for this purpose.

IMHO, you should:

1. Write the import script, mapping th salesforce schema to the sugar schema

or

2. Use an ETL tool like Talend or Jitterbit to assist in the process

[chewie]

The problem you seemed to overlook is that most of these tools and things require SDK/API access to Salesforce...we don't have it nor the funding to procure it.

So I'm essentially left with two things:

* Generic access to Salesforce via username and password
* CSV exports

[chewie]

Ok, here is what I am in need of..maybe someone could point me out to the right method here..

I don't have a good grasp of TAlend and the other various tools used by people here...gone through about 5 at least and Looking for something a bit better...

Anyhow...

1. I am working with csv files.
2. I have emails and notes associated wtih the cases I've exported from Salesforce
3. The notes module of SugarCRM is 'detached' such that when a case is imported from salesforce, I can't seem to feed it the comments and emails from said case and save them in the notes associated with the newly created SugarCRM case... that is to say:

Importing data from salesforce -> new case gets created from source data -> associated emails and comments from that existing case create a new note per each and associate with the new sugar case.

How can I do this effectively?!

[chewie]

Kerbumpity flop?

[chewie]

Seriously?

Nobody is willing to share scripts, a how-to, etc?
I thought that the point of an open source community was...well..to be open with source...
I'm looking to do this myself as I cannot grant access to our data to people other than perhaps SugarCRM directly given sensitivity of the data, and am trying to keep this...free.

[JVWay]

Chewie,

I didn't have to deal with cases specifically but I did have to do the related to business in accounts so that I could create the relationship for child accounts. To do this I did the import of the top level, then exported parts of that to get the newly created id's for linking. Then I could import the next level using the previous key as a join.

Depending on you platform you may be able to do a good deal of this through something like Microsoft Access by using the existing tables to create you joins and create new tables for import that way. Access can create guids on the fly.

If you're on Linux OpenOffice Base has been working for me for quite a few of the more complicated querys. But like I think was mentioned earlier when you get down to the more complicated parts of any schema import it's hard.

Ok, here is what I am in need of..maybe someone could point me out to the right method here..

I don't have a good grasp of TAlend and the other various tools used by people here...gone through about 5 at least and Looking for something a bit better...

Anyhow...

1. I am working with csv files.
2. I have emails and notes associated wtih the cases I've exported from Salesforce
3. The notes module of SugarCRM is 'detached' such that when a case is imported from salesforce, I can't seem to feed it the comments and emails from said case and save them in the notes associated with the newly created SugarCRM case... that is to say:

Importing data from salesforce -> new case gets created from source data -> associated emails and comments from that existing case create a new note per each and associate with the new sugar case.

How can I do this effectively?!

[chewie]

I am going to attempt access here so I think what I need to do is:

1. Import the cases into SugarCRM.

2. Importing the notes goes as follows -> For each record to import, grab the case # from the csv/table and then find the corresponding sf case # in the existing cases, and get the records id and use that for the parent ID

3. Do the same for emails.

I think I got it.

[salesagility]

No endorsements here because I haven't tried it but there's a project on SugarExchange which is GPL ... might be worth looking at SalesForce Integration/Migration

[JVWay]

One thing I should make clear here to is use Access as an intermediary. That is, connect to your mysql tables through ODBC. Don't recreate Sugar in Access.

Not sure if that was you plan but it kind of sounded like it.

In terms of joining, yes that sounds right. I'll keep an eye on this. I did a Salesforce migration a couple of years ago, though we didn't do cases.

I am going to attempt access here so I think what I need to do is:

1. Import the cases into SugarCRM.

2. Importing the notes goes as follows -> For each record to import, grab the case # from the csv/table and then find the corresponding sf case # in the existing cases, and get the records id and use that for the parent ID

3. Do the same for emails.

I think I got it.