Import into Sage CRM: Difference between revisions
From Accelerator for SageCRM
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SAMPLE SCRIPT | SAMPLE SCRIPT | ||
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 | sageRecord.Set("Comp_Type", company_type); | ||
sageRecord.Set("Comp_Sector", company_sector); | |||
var company_primary_addressID = di.getID("Address",company_primary_address_postal_code); | sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID); | ||
var companyFilter="Comp_Name eq '"+company_name+"'"; | |||
var sageRecord = SageCRMRecord('Company'); | var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId"); | ||
var companyId=null; | |||
sageRecord.Set("Comp_Name", company_name); | if (sRecord && sRecord.Rows.Count==1) { | ||
//only do if count is one | |||
sageRecord.Set("Comp_Status", company_status); | var updated=sageRecord.Update(sRecord.Rows[0]['Comp_CompanyId']); | ||
}else if (sRecord && sRecord.Rows.Count==0){ | |||
sageRecord.Set("Comp_Type", company_type); | sageRecord.Set("Comp_Name", company_name); | ||
var newId=sageRecord.Insert(); | |||
sageRecord.Set("Comp_Sector", company_sector); | }else{ | ||
di.display("****Duplicate Company Found****:"+company_name); | |||
sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID); | } | ||
var companyFilter="Comp_Name eq '"+company_name+"'"; | |||
var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId"); | |||
var companyId=null; | |||
if (sRecord && sRecord.Rows.Count==1) { | |||
}else if (sRecord && sRecord.Rows.Count==0){ | |||
}else{ | |||
} | |||
Latest revision as of 11:44, 2 March 2026
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).
SAMPLE SCRIPT
var company_name = "Perfect Company";
var company_status = "Active";
var company_type = "Prospect";
var company_sector = "Finance";
var company_primary_address_postal_code = "18";
//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_Sector", company_sector);
sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID);
var companyFilter="Comp_Name eq '"+company_name+"'";
var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId");
var companyId=null;
if (sRecord && sRecord.Rows.Count==1) {
//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);
}