- 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.
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- SugarCRM account
- Input data