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
//only do if count is one


    var updated=sageRecord.Update(sRecord.Rows[0]['Comp_CompanyId']);
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);
sageRecord.Set("Comp_Name", company_name);


    var newId=sageRecord.Insert();
var newId=sageRecord.Insert();


}else{
}else{


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