Import into Sage CRM: Difference between revisions

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


var company_status = "Active";
  var company_name = "Perfect Company";
 
  var company_status = "Active";
var company_type = "Prospect";
  var company_type = "Prospect";
 
  var company_sector = "Finance";
var company_sector = "Finance";
  var company_primary_address_postal_code = "18";
 
  //get any guid values
var company_primary_address_postal_code = "18";
  var company_primary_addressID = di.getID("Address",company_primary_address_postal_code);
 
  var sageRecord = SageCRMRecord('Company');
//get any guid values
  sageRecord.Set("Comp_Name", company_name);
 
  sageRecord.Set("Comp_Status", company_status);
var company_primary_addressID = di.getID("Address",company_primary_address_postal_code);
  sageRecord.Set("Comp_Type", company_type);
 
  sageRecord.Set("Comp_Sector", company_sector);
var sageRecord = SageCRMRecord('Company');
  sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID);
 
  var companyFilter="Comp_Name eq '"+company_name+"'";
sageRecord.Set("Comp_Name", company_name);
  var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId");
 
  var companyId=null;
sageRecord.Set("Comp_Status", company_status);
  if (sRecord && sRecord.Rows.Count==1) {
 
    //only do if count is one
sageRecord.Set("Comp_Type", company_type);
    var updated=sageRecord.Update(sRecord.Rows[0]['Comp_CompanyId']);
 
  }else if (sRecord && sRecord.Rows.Count==0){
sageRecord.Set("Comp_Sector", company_sector);
  sageRecord.Set("Comp_Name", company_name);
 
  var newId=sageRecord.Insert();
sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID);
  }else{
 
  di.display("****Duplicate Company Found****:"+company_name);
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);
}
<nowiki>

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);
  }