Create Cases in SugarCRM

This bot enables you to create cases in Sugar CRM, from an Excel spreadsheet.

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Create Cases in SugarCRM

Create Cases in SugarCRM

This bot enables you to create cases in Sugar CRM, from an Excel spreadsheet.

Create Cases in SugarCRM

This bot enables you to create cases in Sugar CRM, from an Excel spreadsheet. This bot is provided by PeopleShores.


Features

This bot can create multiple cases using the excel sheet as input, in Sugar CRM

Benefits

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


Inputs

Subject, Priority, Account Name, Type, Source, Status, Assigned to , Description, Tags, Resolution, Teams, ShowInPortal

Output

A new case will be generated and saved in SugarCRM.


More Details

This requires an SugarCRM account and correct data to be added in input file provided with the download zip. For more details about input variables refer to readme provided.

Owner Contact Info

Vendor image

Pre-install Checks

Functional AAE - v10.7 sp2


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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