Create Accounts - SugarCRM

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

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Create Accounts - SugarCRM

Create Accounts - SugarCRM

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

Create Accounts - SugarCRM

This bot enables you to create new Accounts in SugarCRM from an Excel spreadsheet. This bot is developed by People Shores.


Features

This bot can create New Accounts using the excel sheet as input and saves the Accounts in Sugar CRM.

Benefits

Automated report generation at scale. Can be run at any desired frequency.


Inputs

Name, Website, Industry, Member of, Type, Assigned to, Office Phone, Tags, Billing Street, Billing City, Billing State, Billing Postal Code, Biling Country, Shipping Street, Shipping City, Shipping State, Shipping Postal Code, Shipping Country, Alternate Phone, Email Address, Fax, Campaign, Twitter Account, Description, SIC Code, Ticker Symbol, Annual Revenue, Employees, Ownership, Rating, Teams, Company Size, Company Location, Year Founded, Industry Tags , NAICS Code, FY End, Company Facebook, CopyBillingAddress ToShippingAddress

Output

New Account is created in Sugar CRM and saved.


More Details

Need to have a SugarCRM account. For more details about input variables refer to readme provided.

Owner Contact Info

Vendor image

Pre-install Checks

Functional AAE v10.7


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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