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.
$50 USD per bot
Annual Subscription
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Sales
- Category
- Artificial Intelligence
- Vendor
- Automation Type
- Bot
- Last Updated
- July 24, 2020
- First Published
- November 18, 2019
- Platform
- 11.3.3
- ReadMe
- ReadMe
See the Bot in Action
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