Import into Sage CRM - Revision history

Sagecrmw at 11:44, 2 March 2026

2026-03-02T11:44:29Z

← Older revision		Revision as of 12:44, 2 March 2026
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	SAMPLE SCRIPT		SAMPLE SCRIPT
	~~<nowiki>~~
	var company_name = "Perfect Company";		var company_name = "Perfect Company";
	var company_status = "Active";		var company_status = "Active";
Line 28:		Line 28:
	di.display("**Duplicate Company Found**:"+company_name);		di.display("**Duplicate Company Found**:"+company_name);
	}		}
	~~<nowiki>~~

Sagecrmw at 11:44, 2 March 2026

2026-03-02T11:44:11Z

← Older revision		Revision as of 12:44, 2 March 2026
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	sageRecord.Set("Comp_Name", company_name);		sageRecord.Set("Comp_Name", company_name);
	sageRecord.Set("Comp_Status", company_status);		sageRecord.Set("Comp_Status", company_status);
			sageRecord.Set("Comp_Type", company_type);
	sageRecord.Set("Comp_Type", company_type);		sageRecord.Set("Comp_Sector", company_sector);
			sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID);
	sageRecord.Set("Comp_Sector", company_sector);		var companyFilter="Comp_Name eq '"+company_name+"'";
			var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId");
	sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID);		var companyId=null;
			if (sRecord && sRecord.Rows.Count==1) {
	var companyFilter="Comp_Name eq '"+company_name+"'";		//only do if count is one
			var updated=sageRecord.Update(sRecord.Rows[0]['Comp_CompanyId']);
	var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId");		}else if (sRecord && sRecord.Rows.Count==0){
			sageRecord.Set("Comp_Name", company_name);
	var companyId=null;		var newId=sageRecord.Insert();
			}else{
	if (sRecord && sRecord.Rows.Count==1) {		di.display("**Duplicate Company Found**:"+company_name);
			}
	//only do if count is one

	var updated=sageRecord.Update(sRecord.Rows[0]['Comp_CompanyId']);

	}else if (sRecord && sRecord.Rows.Count==0){

	sageRecord.Set("Comp_Name", company_name);

	var newId=sageRecord.Insert();

	}else{

	di.display("**Duplicate Company Found**:"+company_name);
	}
	<nowiki>		<nowiki>

Sagecrmw at 11:43, 2 March 2026

2026-03-02T11:43:19Z

← Older revision		Revision as of 12:43, 2 March 2026
Line 3:		Line 3:
	SAMPLE SCRIPT		SAMPLE SCRIPT
	<nowiki>		<nowiki>
	var company_name = "Perfect Company";		var company_name = "Perfect Company";
			var company_status = "Active";
	var company_status = "Active";		var company_type = "Prospect";
			var company_sector = "Finance";
	var company_type = "Prospect";		var company_primary_address_postal_code = "18";
			//get any guid values
	var company_sector = "Finance";		var company_primary_addressID = di.getID("Address",company_primary_address_postal_code);
			var sageRecord = SageCRMRecord('Company');
	var company_primary_address_postal_code = "18";		sageRecord.Set("Comp_Name", company_name);
			sageRecord.Set("Comp_Status", company_status);
	//get any guid values

	var company_primary_addressID = di.getID("Address",company_primary_address_postal_code);

	var sageRecord = SageCRMRecord('Company');

	sageRecord.Set("Comp_Name", company_name);

	sageRecord.Set("Comp_Status", company_status);

	sageRecord.Set("Comp_Type", company_type);		sageRecord.Set("Comp_Type", company_type);

Sagecrmw at 11:42, 2 March 2026

2026-03-02T11:42:45Z

← Older revision		Revision as of 12:42, 2 March 2026
Line 2:		Line 2:

	SAMPLE SCRIPT		SAMPLE SCRIPT
			<nowiki>
	var company_name = "Perfect Company";		var company_name = "Perfect Company";

Line 51:		Line 51:
	di.display("**Duplicate Company Found**:"+company_name);		di.display("**Duplicate Company Found**:"+company_name);
	}		}
			<nowiki>

Sagecrmw at 11:42, 2 March 2026

2026-03-02T11:42:27Z

Sagecrmw at 11:42, 2 March 2026

2026-03-02T11:42:09Z

← Older revision		Revision as of 12:42, 2 March 2026
Line 1:		Line 1:
	Using JINT mode you can insert data. The example below creates a Company and Person record.		Using JINT mode you can insert data. The example below creates and Company and Person record. Then it updates the Company making the change in Company Name (Comp_Name).

	~~Then it updates the Company making the Contact the Primary contact for the Company.~~		SAMPLE SCRIPT

			var company_name = "Perfect Company";

	~~You can see use of the method~~ "~~getID~~" ~~which allows you to map SageCRM Lookup record Codes.~~		var company_status = "Active";
	~~----~~

			var company_type = "Prospect";

	~~'''SAMPLE SCRIPT'''~~		var company_sector = "Finance";

	var ~~account_name~~ = "~~Acme Consulting~~";		var company_primary_address_postal_code = "18";

	~~var _source = "Import";~~		//get any guid values

	var ~~_status~~ = "~~Active~~";		var company_primary_addressID = di.getID("Address",company_primary_address_postal_code);

	~~//get any lookup code values~~ (~~useful if mapping from another system where then code and translation do not match~~)		var sageRecord = SageCRMRecord('Company');

	~~var comp_source = di~~.~~'''getLookup'''~~("~~comp_source~~",~~_source~~);		sageRecord.Set("Comp_Name", company_name);

	~~var comp_status = di~~.~~'''getLookup'''~~("~~comp_status~~ ",~~_status~~);		sageRecord.Set("Comp_Status", company_status);

	~~var SageCRMRecordObj= '''SageCRMRecord'''~~(~~'Company'~~);		sageRecord.Set("Comp_Type", company_type);

	~~'''SageCRMRecordObj'''~~.Set("~~comp_source~~", ~~comp_source~~);		sageRecord.Set("Comp_Sector", company_sector);

	~~'''SageCRMRecordObj'''~~.Set("~~comp_status~~", ~~comp_status~~);		sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID);

	var ~~accountFilter~~="~~Name~~ eq '"+~~account_name~~+"'";		var companyFilter="Comp_Name eq '"+company_name+"'";

	var ~~cRecord~~=di.querydb("~~Account~~",~~accountFilter~~,"Id");		var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId");

	var ~~accountId~~=null;		var companyId=null;

	if (~~cRecord~~ && ~~cRecord~~.Rows.Count==1)		if (sRecord && sRecord.Rows.Count==1) {

	{

	//only do if count is one		//only do if count is one

	var updated=~~creatioRecord~~.Update(~~cRecord~~.Rows[0]['Id']);		var updated=sageRecord.Update(sRecord.Rows[0]['Comp_CompanyId']);
	~~var newCompanyId=SageCRMRecordObj.Insert(~~);

			}else if (sRecord && sRecord.Rows.Count==0){

	~~var SageCRMRecordObjP= '''SageCRMRecord'''~~(~~'Person'~~);		sageRecord.Set("Comp_Name", company_name);

	~~'''SageCRMRecordObjP'''.Set("Pers_companyid",newCompanyId);~~		var newId=sageRecord.Insert();

	~~'''SageCRMRecordObjP'''.Set("pers_firstname","Michael");~~

	~~'''SageCRMRecordObjP'''.Set("pers_lastname","Scalea");~~

	var ~~newContactId~~=~~'''creatioRecord_contact'''~~.~~'''~~Insert~~'''~~();

	~~var '''creatioRecord_ac''' = '''CreatioRecord'''('Account');~~

	~~'''creatioRecord_ac'''.Set("PrimaryContactId",newContactId);~~

	~~'''creatioRecord_ac'''.'''update'''(newId~~);

	}else{		}else{

	di.display("**Duplicate ~~Account~~ Found**:"+~~account_name~~);		di.display("**Duplicate Company Found**:"+company_name);

	}		}

	~~----~~
	~~SetNumeric example~~

	~~So whenever we wants to set value as Numeric/Float then we we need to use creatioRecord.SetNumeric('Price',12.40);~~

	EG

	~~var creatioRecord = CreatioRecord('Product');~~

	~~creatioRecord.Set('Name', 'TestProductName7');~~

	~~creatioRecord.Set('Code', 'Test007');~~

	~~creatioRecord.SetNumeric('Price', 15.30);~~

	~~var newId=creatioRecord.Insert();~~

	~~di.display(newId);~~

	~~[[File:Jint creatio demo.png]]~~

Sagecrmw: Created page with "Using JINT mode you can insert data. The example below creates a Company and Person record. Then it updates the Company making the Contact the Primary contact for the Company. You can see use of the method "getID" which allows you to map SageCRM Lookup record Codes. ---- '''SAMPLE SCRIPT''' var account_name = "Acme Consulting"; var _source = "Import"; var _status = "Active"; //get any lookup code values (useful if mapping from another system w..."

2026-03-02T11:41:22Z

Created page with "Using JINT mode you can insert data. The example below creates a Company and Person record. Then it updates the Company making the Contact the Primary contact for the Company. You can see use of the method "getID" which allows you to map SageCRM Lookup record Codes. ---- '''SAMPLE SCRIPT''' var account_name = "Acme Consulting"; var _source = "Import"; var _status = "Active"; //get any lookup code values (useful if mapping from another system w..."

New page

Using JINT mode you can insert data. The example below creates a Company and Person record.

Then it updates the Company making the Contact the Primary contact for the Company.

You can see use of the method "getID" which allows you to map SageCRM Lookup record Codes.
----

'''SAMPLE SCRIPT'''

var account_name = "Acme Consulting";

var _source = "Import";

var _status = "Active";

//get any lookup code values (useful if mapping from another system where then code and translation do not match)

var comp_source = di.'''getLookup'''("comp_source",_source);

var comp_status = di.'''getLookup'''("comp_status ",_status);

var SageCRMRecordObj= '''SageCRMRecord'''('Company');

'''SageCRMRecordObj'''.Set("comp_source", comp_source);

'''SageCRMRecordObj'''.Set("comp_status", comp_status);

var accountFilter="Name eq '"+account_name+"'";

var cRecord=di.querydb("Account",accountFilter,"Id");

var accountId=null;

if (cRecord && cRecord.Rows.Count==1)

{

//only do if count is one

var updated=creatioRecord.Update(cRecord.Rows[0]['Id']);
var newCompanyId=SageCRMRecordObj.Insert();

var SageCRMRecordObjP= '''SageCRMRecord'''('Person');

'''SageCRMRecordObjP'''.Set("Pers_companyid",newCompanyId);

'''SageCRMRecordObjP'''.Set("pers_firstname","Michael");

'''SageCRMRecordObjP'''.Set("pers_lastname","Scalea");

var newContactId='''creatioRecord_contact'''.'''Insert'''();

var '''creatioRecord_ac''' = '''CreatioRecord'''('Account');

'''creatioRecord_ac'''.Set("PrimaryContactId",newContactId);

'''creatioRecord_ac'''.'''update'''(newId);

}else{

di.display("****Duplicate Account Found****:"+account_name);

}

----
SetNumeric example

So whenever we wants to set value as Numeric/Float then we we need to use creatioRecord.SetNumeric('Price',12.40);

EG

var creatioRecord = CreatioRecord('Product');

creatioRecord.Set('Name', 'TestProductName7');

creatioRecord.Set('Code', 'Test007');

creatioRecord.SetNumeric('Price', 15.30);

var newId=creatioRecord.Insert();

di.display(newId);

[[File:Jint creatio demo.png]]