Import into Sage CRM: Difference between revisions
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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_type = "Prospect"; | ||
var company_sector = "Finance"; | var company_sector = "Finance"; | ||
var company_primary_address_postal_code = "18"; | var company_primary_address_postal_code = "18"; | ||
//get any guid values | //get any guid values | ||
var company_primary_addressID = di.getID("Address",company_primary_address_postal_code); | var company_primary_addressID = di.getID("Address",company_primary_address_postal_code); | ||
var sageRecord = SageCRMRecord('Company'); | var sageRecord = SageCRMRecord('Company'); | ||
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_Sector", company_sector); | ||
sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID); | sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID); | ||
var companyFilter="Comp_Name eq '"+company_name+"'"; | var companyFilter="Comp_Name eq '"+company_name+"'"; | ||
var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId"); | var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId"); | ||
var companyId=null; | var companyId=null; | ||
if (sRecord && sRecord.Rows.Count==1) { | 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){ | }else if (sRecord && sRecord.Rows.Count==0){ | ||
sageRecord.Set("Comp_Name", company_name); | |||
var newId=sageRecord.Insert(); | |||
}else{ | }else{ | ||
di.display("****Duplicate Company Found****:"+company_name); | |||
} | } | ||
Revision as of 11:42, 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); }