Hello there,
1- I would like to know if it is possible to import data from a Access Microsoft file?
2. This Access file is containing some simple SQL joins between tables, is it possible to keep them?
Thanks a lot!
Hello there,
1- I would like to know if it is possible to import data from a Access Microsoft file?
2. This Access file is containing some simple SQL joins between tables, is it possible to keep them?
Thanks a lot!
From what I know, there are a few ways to do this. The way I would recommend is using an ETL tool. It is easier and faster, for me, going through one of them.
You can use Talend Open Studio. They have a connector that will allow you to work directly with SugarCrm. Best thing for you would be to go directly on the site and try out yourself this open source (free) program:
http://www.talend.com/download.php
The Talend route is good if you're looking at doing synchronized imports at regular intervals. If you're just doing this one time for your initial import just use access to create make table queries using your current joins. Then export these to csv. Then use Sugar to import. That way Sugar business rules are employed and your data joined.
For some more complex imports I used Access to create GUIDs as it imported using ODBC but this takes some testing and verification. Don't expect it to work the first time.
Jerry Way
Business Process Administrator
Sugar 6.1.4 Professional
(Testing 6.1.2)
LAMP on Centos 5
PHP 5
MySQL 5
Apache 2.2
Good point, about the import and the Sugar rules. You can also just use ODBC, etc. to stuff the data directly from Access, but that bypasses the rules that are in the code.
Just to clarify, the type of query referred to above, which may look like a typo, is [Make Table]. That's an Access term for a query type, just like Select or Append...Make Table does what it says, and then you have your join results for importing, as was said.
Thanks for the reminder, JVWay.
Ken
Thanks a lot for your help, I checked Talend but as it is a one shot operation, I will use SugarCrm import module.
I'll export as csv each Access table and import as linear module. For sql joins, I'll use the relationship adding custom functionality.
At first I thought SugarCrm was kind of static tables, but with creating new modules and managing custom fields with relationships, it seems more capable of customization.
As a SugarCrm newbie, I thank you for your help.
OK no problem. If you have a more challenging project, don't hesitate to look into Talend.
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