Query Sage CRM Data - Revision history

Sagecrmw at 12:04, 24 February 2026

2026-02-24T12:04:24Z

← Older revision		Revision as of 13:04, 24 February 2026
Line 81:		Line 81:
	Example		Example

	>querydb "Company" "Comp_Name like '~~%Worldwide%~~'" "Comp_CompanyId, Comp_Name" "Comp_Name DESC"		>querydb "Company" "Comp_Name like 'Union Computer'" "Comp_CompanyId, Comp_Name" "Comp_Name DESC"

	[[File:sage crm rest etl query.png]]		[[File:sage crm rest etl query.png]]

Sagecrmw at 12:02, 24 February 2026

2026-02-24T12:02:26Z

← Older revision		Revision as of 13:02, 24 February 2026
Line 47:		Line 47:
	Date values must be in ISO format		Date values must be in ISO format

	~~filter~~=~~StartDate ge ${from} and StartDate~~ le ${to}		where=Note_UpdatedDate le ${to}

			where=Note_UpdatedDate le '2023-02-08T11:04:02.321Z'

	Example ISO format		Example ISO format

Sagecrmw at 17:54, 22 February 2026

2026-02-22T17:54:00Z

← Older revision		Revision as of 18:54, 22 February 2026
Line 80:		Line 80:

	>querydb "Company" "Comp_Name like '%Worldwide%'" "Comp_CompanyId, Comp_Name" "Comp_Name DESC"		>querydb "Company" "Comp_Name like '%Worldwide%'" "Comp_CompanyId, Comp_Name" "Comp_Name DESC"

			[[File:sage crm rest etl query.png]]

	---		---

Sagecrmw at 17:51, 22 February 2026

2026-02-22T17:51:09Z

← Older revision		Revision as of 18:51, 22 February 2026
Line 26:		Line 26:

	>describe Company		>describe Company

			You can then view details on a field by passing in the field name also

			>describe Company Comp_type

			----

	Filter strings and comparison commands		Filter strings and comparison commands

Sagecrmw at 17:32, 22 February 2026

2026-02-22T17:32:02Z

← Older revision		Revision as of 18:32, 22 February 2026
Line 11:		Line 11:
	EG		EG

	>addserver sagecrm "crm" "https://crm.yourserver.com" "admin" "********"		>addserver sagecrm "crm" "https://crm.yourserver.com/crm" "admin" "********"

	This sets up Sage CRM as a connection in the App		This sets up Sage CRM as a connection in the App

Sagecrmw at 23:30, 14 February 2026

2026-02-14T23:30:19Z

← Older revision		Revision as of 00:30, 15 February 2026
Line 11:		Line 11:
	EG		EG

	>addserver sagecrm "crm" "https://crm.yourserver.com" "~~Supervisor~~" "********"		>addserver sagecrm "crm" "https://crm.yourserver.com" "admin" "********"

	This sets up Sage CRM as a connection in the App		This sets up Sage CRM as a connection in the App

Sagecrmw: Created page with "Example walk through A. Add SageCRM as a server For SageCRM: eg.addserver sagecrm "" "" "" Syntax: >addserver sagecrm "" "" "" EG >addserver sagecrm "crm" "https://crm.yourserver.com" "Supervisor" "********" This sets up Sage CRM as a connection in the App B. List the tables(collections) in the system >dbtables C. See the columns in a table (collection) >describe Company Filte..."

2026-02-14T22:49:45Z

Created page with "Example walk through A. Add SageCRM as a server For SageCRM: eg.addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>" Syntax: >addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>" EG >addserver sagecrm "crm" "https://crm.yourserver.com" "Supervisor" "********" This sets up Sage CRM as a connection in the App B. List the tables(collections) in the system >dbtables C. See the columns in a table (collection) >describe Company Filte..."

New page

Example walk through

A. Add SageCRM as a server

For SageCRM: eg.addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>"

Syntax:

>addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>"

EG

>addserver sagecrm "crm" "https://crm.yourserver.com" "Supervisor" "********"

This sets up Sage CRM as a connection in the App

B.

List the tables(collections) in the system

>dbtables

C.

See the columns in a table (collection)

>describe Company

Filter strings and comparison commands

eq - =
ne - !=/<>
ge - > or >=
le - < or <=
like - a string contains a value
Strings only
"Comp_Name like '%Worldwide%'"

Dates

Date values must be in ISO format

filter=StartDate ge ${from} and StartDate le ${to}

Example ISO format

2026-02-08T11:04:02.321Z

using the Javascript engine you can get this as follows:

var date = new Date();
date.setDate(date.getDate() - 1); //yesterday
var from = date.toISOString();

Id fields expect the "Id" value of the lookup table if used in a comparison

EG

Comp_CompanyId eq 1222

So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getID"

EG in jint

var _compId = di.getID('Company', 'Union Computer');

ref: https://accelerator.crmtogether.com/index.php?title=DI_Jint

Query some data

querydb "<ENTITY>" "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" <ENTER>

Example

>querydb "Company" "Comp_Name like '%Worldwide%'" "Comp_CompanyId, Comp_Name" "Comp_Name DESC"

---

Codes and Lookups

In Sage CRM some fields are lookups/selects and they use codes and translations.

To do this you use

var val=di.getlookupcode("Company", "Comp_Sector","Construction")