Create Accounts in SugarCRM

This bot enables you to create new Accounts in SugarCRM from an Excel spreadsheet.

Top Benefits

  • Fast
  • Effiecient
  • Reduce costs

Tasks

  • Creates accounts
  • Reads from Excel file
  • Alerts the user when done

This bot enables you to create new Accounts in SugarCRM from an Excel spreadsheet. It can save time and completes the process with little to no errors. It only needs Microsoft Excel, input data, and a SugarCRM account. When the process is done the user will be alerted.

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$50 USD per bot
Annual Subscription

Free 30-Day Trial

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Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
November 18, 2019
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Excel
  • SugarCRM account
  • Input data