Import into Sage CRM: Difference between revisions

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   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_PrimaryAddressId", company_primary_addressID);
sageRecord.Set("Comp_Sector", company_sector);
  var companyFilter="Comp_Name eq '"+company_name+"'";
 
  var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId");
sageRecord.Set("Comp_PrimaryAddressId", company_primary_addressID);
  var companyId=null;
 
  if (sRecord && sRecord.Rows.Count==1) {
var companyFilter="Comp_Name eq '"+company_name+"'";
    //only do if count is one
 
    var updated=sageRecord.Update(sRecord.Rows[0]['Comp_CompanyId']);
var sRecord=di.querydb("Company",companyFilter,"Comp_CompanyId");
  }else if (sRecord && sRecord.Rows.Count==0){
 
  sageRecord.Set("Comp_Name", company_name);
var companyId=null;
  var newId=sageRecord.Insert();
 
  }else{
if (sRecord && sRecord.Rows.Count==1) {
  di.display("****Duplicate Company Found****:"+company_name);
 
  }
//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>
<nowiki>

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 <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>