Re: Leads Import
I just got through setting up an import module in Visual FoxPro that hits the leads table plus an additional leads add on table that we added in to Sugar.
When we import leads, we wanted them auto assigned to our telemarketers and a particular campaign.
We use VFP tables and databases as the master repository of leads, then load leads per 'production job' into Sugar CRM.
I did this with odbc from VFP over the internet into a mySql instance in a shared services server.
some things you have to prep for:
1. leads id value - thats no problem on our side, as we can generate the id's before the sql insert
2. campaigns id - if for a new campaign, create it first in Sugar, grab the ID, use it on the leads import
3. assigned_to_id - this is the id in the users table - so if you are adding in new users for a particular campaign, do that FIRST before you import leads - then grab that ID value, put into the vfp table.
In speedtests today, was able to import about 40K records in about 55 minutes.
I hate tab delimited with a passion.
Wintel Box running VFP import -> odbc ->internet ->odbc->mysql db
Warmest Regards [Bill]
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Wililam Sanders / Electronic Filing Group (We Sling Data!)
Custom SW Dev for VFP/SQL/mySql
Targeted Marketing Consulting and Integration
see http://efgroup.net/dotnetconversion for more info
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