Update a single field to all Contacts

[status101]

Hi everyone,

I have a question I hope someone can help me with, or at least point me in the right direction.

I am running an installation of SugarCRM Community edition Version 5.2i (Build 5757) , MySLQ, Linix hosted server.

After a lot of messing around with old version issues, bad hosts etc etc... I have successfully transfered all our Account and contact records from SalesForce to Sugar but unfortunatly... I missed a field!

As well as the related Account Name, we have created a custom field "companyname_c", for each contact record to hold the legal entity name for each contact (Because it often differs the account name for different contacts within one accout record) . Unfortunatly this is the field that was missed during the initial transfer of data.

I would re-load all the data, unfortunatly, the system is now live and users have been adding/updating details in the live system, so I am not sure that this is an option.

So.. After a bit of messing around in excel I have a file with the Sugar Contact ID, Salesforce ID, Companyname_c, First Name, Last Name.

Basically what I want to do, is import/update the Companyname_c field using the Sugar Contact_ID as the index. I do not need to, and do not want to update any other fields.. But I guess I could if I needed to.

Can anyone point me in the right direction to achieve this.

I have successfully imported the majority of data, so I thought I understood the import process, however when I try a "Create and Update" using a file with "Sugar Contact ID" , "Companyname_c" ,"First Name" , "Last name" and using Sugar Contact ID as the duplicate Index.. and when I do an import, NOTHING gets updated as it sees all the Sugar Contact IDs as duplicates.

I have read the User import documentation (many times, and as I said above, I have imported a lot of data, and managed to overcome a lot of import issues, but for some reason I just can not seem to do this.

So in really simple terms, what is the best way to update a single field, using the Sugar Contact ID as the key? Also... I am in no way an expert in Sugar.. and would be lucky to call myself a novice in MySQL so if anyone has suggestions in using a direct SQL statement update to do the job directly to the database, can you give me some pretty direct pointers to how to achieve this.

Any help would be really appreciated.

Michael Tull

[Meyer]

Hi there

Please do not do that.

If you have a common denominator " account number, id number, social security number" on both sets of data.
I would the download and install apatar and just do an update of the one single field.

Works 100% for us one huge updates of certain fields

http://www.apatar.org/

You do not even have to install apatar on the server. you can install it on your local pc, as long as you can connect to your mysql or sql db.

Regards

Paul

[status101]

Hi Paul,

Thank you very much for your advice. Since I posted I have been looking a Talend to see if that could help me but I think it it seems to be a little more/complicated than I need. I have had just a quick look at Apatar and from what I have seen the learning curve looks less steep as Talend.. and thats can't be a bad thing.

I will give it a go and see how I go.

Again, many thanks.

Regards

Michael Tull

[Greetal]

Hello,

On the long term, Talend is a good option as you can use the software on different tasks and different occasions. Because you can work on Talend Open Studio but also on Talend Open Profiler, not mentionning the arrival of Talend Open MDM (all open source and free).

So if you plan on using an ETL tool, Talend can be a good option.

[roblaus]

Hello,

On the long term, Talend is a good option as you can use the software on different tasks and different occasions. Because you can work on Talend Open Studio but also on Talend Open Profiler, not mentionning the arrival of Talend Open MDM (all open source and free).

So if you plan on using an ETL tool, Talend can be a good option.

Man oh man. Breaking a butterfly on a wheel. Whereby in German it sounds much better: shooting sparrows with a cannon.
create one temptable with two fields (SugarId and new field), import data via csv load data (exactly one click in phpmyadmin) and "update accounts_cstm a, temptable t set a.whatever_c = t.newfield where t.id = a.id_c"

The whole operation takes 2 mins at the most.