Import into Sage CRM

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Revision as of 11:44, 2 March 2026 by Sagecrmw (talk | contribs)
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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);
  }