Import into Sage CRM

From Accelerator for SageCRM
Revision as of 11:42, 2 March 2026 by Sagecrmw (talk | contribs)

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);

}