Issue in importing to SugarCRM 5.10b

[odirneto]

Well, first of all I'm sorry for my very poor english. Please, be patience ;] .

I'm importing some accounts from a .cvs file, to my Account area in SugarCRM. However, even if I select the option "Create and Update Records", it still not updating the contacts! The CRm creates new ones. Let me exemplify:

I Import account.csv for the first time... it creates for exemple the account Odir Neto.

If I import the SAME account.csv... the same file, with no chances, it creates AGAIN the account Odir Neto and I get 2 accounts with same name, instead of updating the Odir neto account. Got it?

Well, I hope someone could help me.

Thank you.
Odir

[sugarcane]

Hello Odir,

To update existing records, you must have the Sugar record ID in the csv that you are importing. If there is no record ID, then it will create new records.

[odirneto]

First of all Sugarcane, I'm glad that you could spent some time with my issue, so thanks a lot man!

Ok, correct if it's wrong, but when I import something to the sugarcrm, the program will match the ID to find out accounts that are already registred, right?

So, for exemple, if I import to sugarcrm the accounts with certain ID for ex, when I import again, if Sugar found this ID again, it will automatic update.

For exemple:

I upload account.cvs that coitains "account" Odir Neto and "id number" 0001. I match the Name field to Odir neto, and "ID" field to the id number 0001.

If I import another file, if contains the ID field 0001, it will automatic update the account Odir Neto.

Is it right?

Last but no least, thank you again.
Odir

[odirneto]

PS - Another question that I forget: can I make the crm check for updates using another field instead of the ID number? =]

Thanks a lot!

[sugarcane]

Ok, correct if it's wrong, but when I import something to the sugarcrm, the program will match the ID to find out accounts that are already registred, right?

You are correct. If you have a csv where some rows have the ID, sugar will update the existing records that have the same ID and update the fields with any new values. If you have some rows on your csv that do not have an ID, then the system will create new records within Sugar.

can I make the crm check for updates using another field instead of the ID number?

The system by default is designed to check using the ID. Changing this would require code changes. In the import Step 3, under the advanced options, there is something called 'Verify duplicate entries against selected indexes'. This is for when you want to import new records into the system, but do not want to import data that might already exist in Sugar. So this allows you to check by Name or email etc. If the import tool finds a match from your csv to a record in the module within Sugar, it will not create the new record. If you have not already, you can read more about importing data here

[odirneto]

sucarcane, thank you for waste your with my problem.

You are correct. If you have a csv where some rows have the ID, sugar will update the existing records that have the same ID and update the fields with any new values. If you have some rows on your csv that do not have an ID, then the system will create new records within Sugar. ]

Yeah, I tested here and it work's fine. Now I'm thinking if it's possible to see this field ID in search on sugarcrm, for exemple. In other words, search accounts by this ID field. Do you have an idea if it might be possible?

The system by default is designed to check using the ID. Changing this would require code changes. In the import Step 3, under the advanced options, there is something called 'Verify duplicate entries against selected indexes'. This is for when you want to import new records into the system, but do not want to import data that might already exist in Sugar. So this allows you to check by Name or email etc. If the import tool finds a match from your csv to a record in the module within Sugar, it will not create the new record. If you have not already, you can read more about importing data here

I guessed that it could be necessary. I have certain knowledge about programming and other stuff like that, but don't used to modify sugar's file. Do you know if it's very difficult to chance the code for this, or is just one string in some file?

ps - I'm so sorry for my awful english, I'm from Brazil and i'm not used to use my english skills to ask support hehehe. Sorry =/