Import into Sage CRM: Difference between revisions

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SAMPLE SCRIPT
SAMPLE SCRIPT
<nowiki>
<nowiki>
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
 
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_Type", company_type);

Revision as of 11:43, 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 <nowiki>

  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); } <nowiki>